What does Bootstrap AI actually do?

Bootstrap AI connects your tools, automates the handoffs, and implements practical AI workflows your team can actually run. It is implementation help for operational drag, not a strategy deck or generic AI advice.

What is an AI Opportunity Assessment?

An AI Opportunity Assessment is a focused paid assessment. Bootstrap AI reviews what you shared, asks follow-up questions if needed, and delivers a written report with 3-7 AI and automation opportunities ranked by impact and effort. Pricing is quoted after discovery and credited toward the build if you move forward.

How much does it cost to bring AI into a small business in Cache Valley?

Cost depends on the bottleneck, the tools already in place, and how much implementation support is needed. Every engagement starts with a free discovery call. If there is a fit, the AI Opportunity Assessment is quoted after discovery and credited toward the build if you move forward. Implementation and monthly support are scoped separately.

How is Bootstrap AI different from hiring a software vendor or an AI consultant?

Bootstrap AI is an operator-led practice, not a vendor or a generic AI consultancy. The founder, Andy Jordan, has over twenty years in small business — fourteen as an owner-operator, twelve of those running multi-location restaurants across Utah. AI is the specific lever that makes the engagement model work at small-business scale and cost. AI here empowers the team to do more — it does not replace them. Operations is the discipline; AI is the leverage. Bootstrap AI does both.

Do I need a CTO to start using AI in my business?

No. Most $1M-$10M Cache Valley businesses do not have a CTO and do not need one to use AI effectively. Bootstrap AI handles the practical implementation decisions: which tools to use, how they connect, how staff use them, and how to measure whether the system is working.

What kind of businesses does Bootstrap AI work with?

Bootstrap AI works with Cache Valley owner-operators of $1M-$10M brick-and-mortar service businesses with at least one location and one employee — across industries. That includes trades (HVAC, plumbing, electrical, landscaping, pool, masonry, painting, roofing), professional services (CPAs, dental, veterinary, real estate, law), hospitality (salons, spas, gyms, fitness, hotels, event venues), healthcare practices (optometry, chiropractic, physical therapy, mental health), specialty retail, child care centers, and similar. Pure-online businesses, agencies, freelancers, and pre-revenue companies are not the target market.

How do you charge — hourly, project, or retainer?

Bootstrap AI uses clear engagement phases, not hourly billing. Discovery is free. The AI Opportunity Assessment is quoted after discovery. A First Fix Build is scoped around the highest-leverage bottleneck. Monthly Operations Support is available after the first system is live. Pricing is quoted in conversation, not from a public menu.

What happens on the discovery call?

A discovery call is a free 30-45 minute fit conversation between two operators — Andy and you. We talk about where time, follow-up, admin work, customer communication, or team handoffs are getting stuck. No pitch deck. No free consulting. Just fit and context. If there is a real opportunity, the next step is a paid AI Opportunity Assessment.

Are you taking on new clients?

Bootstrap AI is currently accepting a small founding cohort of Cache Valley operators. Engagements always start with a free discovery call followed by a paid AI Opportunity Assessment when there is a fit.

Can I see case studies?

Bootstrap AI is in its founding-cohort phase as of mid-2026 and case studies will be published as engagements complete. Andy's own operating background — over twenty years in small business, fourteen as an owner-operator, twelve of those running multi-location restaurants across Utah — is the operator-credibility anchor in lieu of formal client case studies for now.

Privacy Policy

Effective date: May 20, 2026
Operator: Bootstrap AI ("Bootstrap AI," "we," "us"), operated by Andy Jordan, Cache Valley, Utah, USA.

This Privacy Policy describes how Bootstrap AI collects, uses, stores, and shares information when you use the BSAI Bookkeeper application (the "Application").

1. What we access

When you authorize the Application via Intuit's OAuth flow, we receive access to your QuickBooks Online company data. We read and, with your explicit per-action approval, modify the following:

Transactions: expense, purchase, bank feed, and check transactions, including amounts, dates, vendor references, and account classifications.
Bills and bill payments: vendor bills (Accounts Payable) and the payments applied to them.
Vendors and accounts: the vendor list and the chart of accounts.
Attachments: files (e.g., receipt images, invoices, statements) attached to transactions in your QBO company.

The Application also reads from a Google Drive folder you designate, in order to intake receipt files. It does not access any Drive content outside that folder.

2. What we collect, store, and where

Bootstrap AI does not operate a central server. The Application is self-hosted on the operator's local machine. Specifically:

OAuth tokens are stored locally on the operator's machine in a file called tokens.json, gitignored. Tokens are not transmitted to any third party other than Intuit for token refresh.
Receipt images that pass through the Application are downloaded transiently from your Drive intake folder to local working directories during processing and are deleted after a successful QBO attachment.
Snapshots of reconciliation results (matched, unclear, missing) are saved locally per entity (e.g., state/lh/last-reconcile.json) for the operator's own audit and continuity.
No data is collected for advertising, sold, or shared with any third party beyond the third-party processors named in Section 3.

3. Third-party services

The Application sends data to the following third-party services strictly to deliver functionality. Each service has its own terms and privacy policies:

Intuit (https://www.intuit.com/privacy) — receives API calls to read and write QBO data on your authorization.
Google (https://policies.google.com/privacy) — provides Drive access for the intake folder.
Anthropic (https://www.anthropic.com/legal/privacy) — receives receipt image content for extraction of vendor, date, and amount via the Claude API. Receipt images are not used by Anthropic to train models.
Slack (https://slack.com/trust/privacy) — receives draft messages when the operator approves sending a chase request to a team channel. No data is sent to Slack without explicit operator approval.

The Application does not transmit data to any other third party.

4. How long we keep your data

OAuth tokens persist on the local machine until you disconnect the Application from your QBO company, at which point the operator manually deletes the local tokens.json.
Reconciliation snapshots persist on the local machine indefinitely as part of the operator's bookkeeping records, unless deleted.
Receipt images in transit are deleted from the local working directory after a successful attachment, or kept temporarily for retry if attachment failed.
The Application does not maintain any cloud-based storage of your data.

5. Your rights and how to disconnect

You may disconnect the Application at any time:

Sign in to QuickBooks Online.
Navigate to Apps → Connected Apps.
Find BSAI Bookkeeper and click Disconnect.

Disconnection takes effect immediately on Intuit's side. The operator deletes the local tokens.json on the next Application run, which renders any cached token unusable.

You may also contact the operator directly to request deletion of any locally stored records related to your company. See Section 8 for contact details.

6. Security

The Application runs on the operator's local machine, which is protected by full-disk encryption (FileVault on macOS). OAuth tokens are stored in a gitignored file outside of any source-controlled directory. The Application does not expose any network listening service; OAuth callbacks are handled via a single-use local web server bound to localhost only.

7. Children

The Application is not directed at and is not intended for use by children under 16. We do not knowingly collect personal information from children.

8. Contact

Questions about this Privacy Policy or about your data should be directed to:

Bootstrap AI
Andy Jordan
andy@bootstrapai.biz

9. Changes to this Policy

Bootstrap AI may revise this Privacy Policy from time to time. The current version will always be available at the URL where you accessed this Policy, with an updated "Effective date" above. Material changes will be communicated to authorized users via the contact email on file with their QBO connection.