If you touch it on a computer to run your business, we can probably automate it — often with AI doing the heavy lifting.
We build operational software for the people actually running the business — owner-operators, contractors, property managers, federal contractors, multi-entity owners, and small financial firms. Custom builds where you need them, productized tools where they fit, and applied AI woven through both whenever it changes the answer.
The categories we work in
These are the buckets most of our engagements fall into. Custom work is common; productized tools cover the patterns we see across many businesses.
Accounting & bookkeeping automation
Transaction categorization, monthly close workflows, reconciliation tooling, expense capture, 1099 prep, and reporting dashboards that match how your books actually run.
Personal & business finance
Cash position dashboards, due-date tracking, multi-account aggregation, multi-entity finance, and credit portfolio management for owners running several books at once.
CRM & client management
Lead intake, contact records, pipeline tracking, follow-up sequencing, client portals, and the kind of light CRM that actually fits a small operator — not a 200-field enterprise tool.
Document retention & retrieval
Receipts, contracts, statements, certificates, and operating records — captured, OCR'd, tagged, and findable. Renewal reminders for the documents that have expirations.
Automation & workflows
The thing you keep doing by hand because no off-the-shelf tool covers it — that. Form intake to CRM, invoice to AR follow-up, lead to proposal, ticket to job complete.
Reporting & dashboards
KPI dashboards across the business, cross-entity rollups, custom reports for partners or investors, and the boring stuff like sales tax and payroll-adjacent reporting.
AI-powered automation
Document intelligence (receipts, invoices, contracts), transaction categorization, summarization, classification, and agentic workflows. Where AI changes the work, we build it in.
Custom AI integrations
LLM-driven features wired into your software — search, drafting, decision support — using the right model for the job and your data, not whatever's trendy.
Verticals where we've done the work before
We work across general business operations, but a few verticals get extra attention because we've already built tooling for them and understand the specific constraints.
Independent owners & contractors
Solo founders, trades, consultants, and small contractors. The bookkeeping, invoicing, follow-up, document mess.
- Invoicing, AR follow-up, expense capture
- Quote / estimate / proposal generation
- Project & job tracking, time tracking → invoicing
- Lead intake → CRM → follow-up sequencing
- Mileage, receipts, 1099 prep
Property management
Single owners managing a handful of units up to small management companies.
- Lease lifecycle automation
- Tenant portals — rent, maintenance, documents
- Maintenance ticket workflows & vendor dispatch
- Per-property accounting (Schedule E aware)
- Inspection scheduling and document retention
Federal & DOD contractors
Small primes and subs operating in regulated, compliance-heavy environments.
- DCAA-style time tracking and labor distribution
- CMMC readiness tracking and evidence collection
- SAM.gov / SBIR / opportunity tracking
- Capability statements, past-performance database, proposal automation
- Subcontractor management and compliance flow-down
Multi-entity operators
Owners running multiple LLCs across business and personal finance. The "spreadsheet of spreadsheets" stage.
- Cross-entity financial dashboards
- Credit card portfolio optimization (multi-card, multi-entity)
- Inter-company tracking and reconciliation
- Beneficial ownership / compliance reminders
- Entity-aware document vault
Funds & financial firms
Private funds, prop firms, RIAs, and small financial operators that need tooling tailored to how they actually work.
- Portfolio management & allocation tooling
- Trading tools, indicators, signal pipelines
- Private fund admin — investor records, capital activity, reporting
- Performance and exposure dashboards
- Custom integrations to brokerage/clearing/admin systems
Software vendors & platforms
Fintech, charting, and analytics vendors looking to expand product capability without building the underlying math themselves.
- White-label analytics components
- Trading indicators & systems embedded in your product
- Custom integrations
- Co-development of new features
- Licensing of selected IP (see /licensing)
Fixed scope, real handoff, no open retainers
Discovery
Short call to understand the work you're doing now and the outcome you want. NDA where it makes sense.
Scope & proposal
Fixed-scope proposal — what's delivered, what's covered, what it costs, and when. No surprise retainers.
Build & integrate
We design, build, and connect to the systems you already use. You see progress as we go, not at the end.
Handoff & support
Working software, documentation, and an optional maintenance agreement. You own it. We support it.
How we think about builds
Replace work, not just tools
The point isn't to install another SaaS subscription. It's to remove a task from your day. If it doesn't do that, we don't ship it.
Use what you already have
Most clients already use QuickBooks, Microsoft 365, Google, Stripe, and a few others. We integrate with the stack you have rather than asking you to rip it out.
You own the result
For custom builds, you own the code unless we agree otherwise up front. We're not in the business of holding your operations hostage.
Have something specific in mind?
Send a short note about the work you'd like to stop doing by hand. We'll tell you if we can help and roughly what it would take.