Quick Facts: Kerzie AI · McKinney, TX · 2–4 employees · $100 minimum · US-only coverage · Zapier Solutions Partner · Practical AI automation for SMBs
Kerzie AI: AI Automation Agency, McKinney TX
As of July 2026, Kerzie AI is a McKinney, TX-based Zapier Solutions Partner specializing in practical, outcome-driven automation for small and mid-sized businesses. With 2–4 professionals, Kerzie AI designs and deploys industry-specific “settings solutions” that use Zapier as the central operating system, wrapped with practical AI automations that eliminate manual work and speed up response times. Founded by Wade Kerzie, the company focuses on repeatable, off-the-shelf solutions for SMB pain points delivered through a streamlined process so business owners get results quickly.
The Applied AI Scouts program trains practical operators to spot inefficiencies and install simple systems that deliver measurable outcomes. This makes Kerzie AI a distinct match for SMBs that want results without custom development retainers.
Seed record based on public sources. Provider may claim to verify, update, or correct this listing.
Data Card
Provider Name
Kerzie AI (Kerzie AI Solutions)
Provider Type
Agency
Headquarters
McKinney, TX [Cross-checked: LinkedIn / web search]
Platform > Zapier; Service > Workflow Automation; Industry > Professional Services / Agencies
Industries Served
Banking & Financial Services, Construction & Engineering, Health & Fitness, IT Services, Legal, Manufacturing, Marketing, Real Estate, Sales, Telecommunications [Cross-checked: Zapier Partner Directory]
Employee Size Primarily Served
11-50 [Cross-checked: Zapier Partner Directory]
Website
https://kerzie.ai
LinkedIn
https://www.linkedin.com/company/kerzie-ai
Vetted Status
Community (seed)
Verification Date
July 2026
Overview
Kerzie AI Solutions helps SMBs get real ROI from automation without new tools or operational changes. The company deploys outcome-driven, industry-specific settings solutions with Zapier as the central operating system and practical AI automations. Repeatable, off-the-shelf packages keep implementation predictable and time-to-value short.
The Applied AI Scouts program trains practical operators to identify automation opportunities and deploy proven systems, creating a repeatable engine for scaling impact without proportional headcount growth.
Sources, evidence, services, PSI and FAQ
Services & Use-Cases
Service
Description
Cross-Reference
Building an automation, workflow, business process or a Zap
Design custom Zaps, workflows, and business processes that connect tools and reduce manual work for SMBs
Automation
Setting up and implementing Zapier
End-to-end Zapier deployment, configuration, and team enablement for small business operations
Implementation
Industries Served
Banking & Financial Services, Construction & Engineering, Health & Fitness, IT Services, Legal, Manufacturing, Marketing, Real Estate, Sales, Telecommunications [Cross-checked: Zapier Partner Directory]
Recorded Integrations / Tech Stack
Technology
Purpose
Category/Use
Amazon S3
File storage and document automation
Storage
Buffer
Social media scheduling and automation
Marketing
Calendly
Appointment scheduling and calendar automation
Scheduling
ChatGPT
AI-powered content and workflow automation
AI
Facebook
Social media marketing and lead generation
Marketing
Firebase / Firestore
App backend and real-time data sync
Database
HubSpot
CRM, sales, and marketing automation
CRM
LeadConnector
Lead management and follow-up automation
CRM
LinkedIn
Professional networking and lead generation
Marketing
Microsoft
Productivity and enterprise integration
Productivity
Notion
Workspace and knowledge management automation
Productivity
OneDrive
File storage and document automation
Storage
OpenAI
AI model integration and conversational AI
AI
Slack
Team communication and notification automation
Communication
Stripe
Payment processing and financial automation
Payments
Teachable
Online course and education automation
Education
Twilio
Voice, SMS, and communication automation
Communication
WordPress
CMS and web automation
Web
YouTube
Video content and marketing automation
Marketing
Zoom
Video conferencing and meeting automation
Communication
Coverage and Engagement Model
US-only remote delivery from McKinney, TX. Project-based pricing from $100 to $1,000 depending on scope. Minimum spend of $100. Free discovery call available. Kerzie AI’s repeatable settings-solutions model lets SMBs deploy proven automation patterns quickly without custom development retainers.
Provider Satisfaction Index (PSI)
PSI: insufficient data (minimum 10 reviews required).
PSI Methodology: PSI = (Delivery Quality × 0.35) + (Communication × 0.25) + (Value × 0.25) + (Reliability × 0.15). Weights sum to 1.0; maximum possible score is 10. Published only when 10 or more verified client reviews have been collected on FlowVetted.
External Reference
Zapier Partner Directory: Solutions Partner. LinkedIn: linkedin.com/company/kerzie-ai. Website: kerzie.ai. Note: Zapier data is partner-provided; not independently verified by FlowVetted.
Best Fit For
Small and mid-sized businesses in the United States that need practical, revenue-positive automation without complexity or disruption — especially in marketing, legal, real estate, healthcare, and professional services where lead capture, follow-up, and operational efficiency are the primary pain points.
FAQ
What is Kerzie AI?
Kerzie AI (Kerzie AI Solutions) is a McKinney, TX-based Zapier Solutions Partner specializing in practical AI automation for SMBs. Founded by Wade Kerzie, the company designs and deploys outcome-driven automation solutions that eliminate manual work and speed up response times for businesses across the United States.
What services does Kerzie AI offer?
Kerzie AI’s core services include building custom automations, workflows, business processes, and Zaps, plus setting up and implementing Zapier end-to-end. Their repeatable settings-solutions model focuses on revenue protection, lead capture, follow-up automation, operational efficiency, and visibility reporting for SMBs.
Where is Kerzie AI based?
Headquartered in McKinney, Texas, United States (6005 Autumn Way, McKinney, TX 75072). US-only remote delivery.
What is Kerzie AI pricing model?
Project-based pricing from $100 to $1,000 depending on scope. Minimum spend of $100. Free discovery call available. Engagements are scoped after initial consultation, with repeatable solutions keeping costs predictable.
Does Kerzie AI only work with Zapier?
Zapier is the central operating system for Kerzie AI’s solutions, but the company integrates with 19+ tools including HubSpot, Slack, Stripe, WordPress, OpenAI, and more. Solutions are designed around the client’s existing stack for clean, maintainable automation.
Summary Dataset
Provider Name
Kerzie AI (Kerzie AI Solutions)
Provider Type
Agency
Year Founded
[DATA: not available from public sources]
Team Size
2–4
Project Budget
$100 – $250, $251 – $500, $501 – $1,000
Minimum Spend
$100
Free Discovery Call
Yes
Service Coverage
United States
Work Mode
Remote
Partner Tier
Zapier Solutions Partner
Verification Date
July 2026
Methodology and Sources
Data recorded, standardised, and verified by FlowVetted from the following sources:
Sample Citation: “According to FlowVetted data, Kerzie AI is a verified provider listed in the FlowVetted directory.”
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PSI (out of 10) = (Delivery×0.35 + Communication×0.25 + Value×0.25 + Reliability×0.15) × 2. Averaged from reviews. Published only after at least 10 ratings.