Cardinal Automation Partners · Research Triangle, NC

Measurable AI
for regulated work._

We build and operate secure, AI-powered workflows for healthcare and financial services teams. Fortune 500 rigor. Six-week shipping cadence. Audit trail on every model call.

47workflows In production · Q1 2026
6wk Pilot to first production run
≥99.95% Workflow availability · 12 mo
0incidents PHI exposure · 18 months
Working with Triangle Trust Bank Carolina Health Network Atlas Specialty Pharmacy Piedmont Mutual Durham Diagnostics
Capabilities

Three things we do.
Nothing more.

We are not a tool vendor and we are not a research lab. We deliver working systems in regulated environments. Our scope is deliberately narrow.

Workflow design

We map your existing process, find the model-tractable joints, and design a sequence that keeps humans in the loop where it matters.

Process maps Controls spec Approval gates
Read the playbook

Secure model operations

Private inference inside your VPC or in our HIPAA-eligible enclave. We own deployment, evaluation, and the on-call rotation.

VPC / enclave Eval harness 24×7 on-call
See the stack

Evidence & audit

Immutable logs of inputs, model versions, redaction events, and reviewer decisions — exportable to your GRC tooling.

Audit log GRC export 3-yr retention
Audit format
How we work

Pilot to production
in six weeks.

Most AI engagements stall in proof-of-concept. Our timeline is fixed because the work is structured — discovery, design, ship. Each phase has a hard exit criterion.

01 · Week 1

Map & measure

Two-day on-site. We trace one workflow end-to-end and instrument it. You get a baseline report with handle times, error rates, and the three highest-leverage interventions.

Exit · signed baseline report
02 · Weeks 2–3

Design & approve

We draft the workflow, the controls, and the audit format. Your compliance, security and business owners sign off before any model touches data.

Exit · approved design + controls
03 · Weeks 4–6

Ship & operate

First production run inside three weeks. We own the on-call rotation for the first 60 days, then hand off — or stay on under an operating agreement.

Exit · production run + handoff plan
Case study · 01

Triangle Trust cut KYC
onboarding by 38%.

A 14-branch community bank replaced a six-step manual KYC review with two model-assisted reviews. Median time-to-account fell from 4.2 days to 2.6.

Finance · 14 branches · Q3 2025
−38%

Median time from application submitted to account opened, 90-day post-launch window.

Median onboarding time (days)
Wk 1 Wk 12
What changed

Six manual reviews became two reviewer-assisted ones.

The first pass extracts and classifies document evidence; the second checks the model's reasoning against bank policy and applies the decision. Reviewers handle exceptions, edge cases, and the final sign-off — exactly the work the bank wanted them on.

  • Median onboarding 4.2d → 2.6d (−38%)
  • Reviewer capacity reclaimed: 1.8 FTE
  • Zero compliance findings on subsequent audit
  • Full per-application audit trail in 14 days
Compliance & security

Built for environments
that don't tolerate surprises.

We work in healthcare and finance. Our default posture is what other vendors call "enterprise" — controls, evidence, and a clean audit log ship in the first release.

100% Model calls audit-logged
3years Default audit retention
≤24hr Subprocessor change notice

HIPAA-eligible

BAA on file. PHI redaction at ingest. Inference inside a single-tenant enclave.

SOC 2 Type II

Continuous controls. Annual audit. Customer-scoped key material with quarterly rotation.

Immutable audit log

Append-only record of every model call. Three-year retention. Streams to your GRC tooling.

Reviewer-in-the-loop

Approval gates on any decision your policy classes as material. Configurable per workflow.

Discovery call

Bring one workflow.
Leave with a plan.

A 90-minute, no-charge discovery call with a senior partner. We trace one of your workflows, name the model-tractable steps, and write a one-page baseline you can take to procurement.

Format · 90 min · virtual or on-site (RTP) Outcome · written baseline + measurement plan Next slot · typically within 10 business days Cost · none · we don't bill for scoping