Boxwood is a private AI agent for work you could never paste into a public chatbot. It researches, reviews files, drafts reports and spreadsheets, works through tools you approve, and saves the steps so your team can run them again. Your files stay stored on your machine. When a step needs AI, Boxwood sends that step's content to your organization's own Azure OpenAI deployment—not a public chatbot.
Start small: one task your team already knows. Add more when the result works.
What Boxwood can do
Boxwood can build a custom tool, answer a research question, or reconcile records.
Synthetic example
Request intake list
Build a tracker with owners and status
Working request tracker
Requests
Add requestNew vendor request
Dana Ortiz · Aug 11
Software access request
Priya Shah · Aug 12
Contract review request
Marcus Lee · Aug 12
Question and source
How often can Medicare CPT 99490 be billed for one patient?
CMS Chronic Care Management booklet, June 2025
Boxwood reads the source and cites its answer
Cited answer
Once per calendar month, after at least 20 minutes of qualifying CCM services.
Only one practitioner can provide and bill CCM for that patient that month.
CMS, June 2025
Insurance remittance (835), ledger, bank deposit
835 · EFT-A810: #20437 $85 · #20441 $30 · Total $115
Ledger: #20437 $85 · #20441 $30 · Total $115
Aug 10 deposit · EFT-A810: $85
Boxwood matches the remittance, ledger, and deposits
Matches and shortfalls
835 ↔ ledger: $115 matched
Bank deposit EFT-A810: $85 received; $30 short
Question and source
How often can Medicare CPT 99490 be billed for one patient?
CMS Chronic Care Management booklet, June 2025
Boxwood reads the source and cites its answer
Cited answer
Once per calendar month, after at least 20 minutes of qualifying CCM services.
Only one practitioner can provide and bill CCM for that patient that month.
CMS, June 2025
Insurance remittance (835), ledger, bank deposit
835 · EFT-A810: #20437 $85 · #20441 $30 · Total $115
Ledger: #20437 $85 · #20441 $30 · Total $115
Aug 10 deposit · EFT-A810: $85
Boxwood matches the remittance, ledger, and deposits
Matches and shortfalls
835 ↔ ledger: $115 matched
Bank deposit EFT-A810: $85 received; $30 short
Product overview
We filmed reconciliation because you can judge the result at a glance: every mismatch sits next to the records behind it. The same app researches questions, reads folders of files, drafts documents and spreadsheets, and saves the steps for reuse.
Professional firms are full of work that should already be automated: reconciling records, reviewing documents, and checking files across systems. Ordinary AI tools cannot be given patient records, client files, or confidential financial information, so the work stays manual. That is where Boxwood comes in. You choose the records and the task. Source files and finished work stay in your environment. When the task needs AI, Boxwood sends only the information required for that step through your organization's Azure OpenAI account. Use it to research, review files, compare records, create reports or spreadsheets, or build a repeatable tool for your team. Each result links back to its source, so you can check the evidence yourself. Boxwood gives you a practical way to automate work that ordinary AI tools cannot be approved to handle.
For legal, IT, and compliance review
Boxwood keeps source files, results, and work history on your computer. When a task needs AI, it sends that task's content to the Azure OpenAI deployment your organization creates and controls. Microsoft bills you for it directly; Ironwood never needs your key.
How HIPAA compliance applies to an AI agent ->Source files, artifacts, credentials, and work history live in the local workbench on your machine.
When a step needs AI, its content goes to your organization's configured Azure OpenAI deployment. Not to a public chatbot, and not through our servers.
Results link to the file, row, or record they came from, so the person reviewing can open the evidence directly.
An agent can touch only the files and connectors you selected for that workflow.
Pricing
Bring us a normal workday. We will identify the repetitive tasks, choose one with a clear result, and set it up with you.
The $995 covers the Boxwood license and product updates. You create and pay for your own Azure OpenAI account; Microsoft bills you separately for the AI usage.
Recommended for most teams
In 90 minutes, we walk through how you actually work, identify the repetitive and time-consuming tasks Boxwood can handle, choose the best place to start, and set up the first task with you.
01
Map the work in your day
02
Choose the tasks worth automating
03
Set up the first task together
If you already know how to scope tools, files, and review points for an agent, you can self-install. Otherwise, the session gets your first working process in place.
$995 / seat
Annual Boxwood license and product updates. Azure OpenAI usage is billed separately through your own Microsoft account.
$500 once
The recommended 90-minute workflow discovery, installation, and coaching session for one person. Add $250 for each additional attendee.
Self-install
Available if you are already comfortable finding and designing agentic workflows on your own.
Other confidential work
Each page walks one real job end to end, with a demo video and the records on screen.
Pilot inquiries
Research a case, review documents, compare records, update a spreadsheet, or build a reusable internal tool. We will run your example through Boxwood and show you the result, the source trail, and where the information went.