Solutions We've Built
Real problems. Real solutions. Here's what it looks like.
Every project starts with a conversation about what's not working. These are examples of what we've built for businesses like yours — anonymized, but real.
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Connecting Systems That Don't Talk to Each Other
Most businesses run multiple software systems that weren't designed to work together. Data gets copied by hand, steps get missed, and nobody trusts the numbers. We build integrations that move data automatically and reliably.
Invoice Sync: Legacy Operations to QuickBooks Online
A field services company was stuck on legacy operations software that only synced to QuickBooks Desktop. They needed to move to QuickBooks Online but had no migration path. We discovered the legacy software uses old-style database files with no authentication, reverse-engineered the data format, and built an automation that pulls invoice data directly and pushes it into QuickBooks Online. It handles two company codes — electrical and maintenance invoices — and eliminated manual invoice batching entirely.
Vendor Invoice Processing
A company's accounts payable team was manually downloading vendor invoices from email, categorizing each one, and filing them to the correct SharePoint folder. We automated the entire pipeline: invoices are downloaded automatically, AI analyzes each receipt and splits transactions by category, files are sorted into the correct folders, and email notifications trigger review and approval workflows. The AP team now reviews and approves instead of sorting and filing.
IT Billing Reconciliation
A multi-company food industry group needed to allocate shared IT costs across entities. We built an automation that imports billing CSVs, applies rules-based allocation by company, and uses AI-powered purchase order matching with confidence scores. What used to take days of spreadsheet work now runs automatically with human review only for low-confidence matches.
Applications Built for How You Work
Off-the-shelf software gets you 80% of the way. When the last 20% matters — because your process is unique, your reporting needs are specific, or the existing tools just don't fit — we build exactly what you need.
Budget vs. Actual Reporting
A nonprofit needed to compare budgets against actual spending by department and account, broken down by month. QuickBooks Online couldn't handle budgets by class the way they needed. We built a web app that pulls budgets, account lists, and class lists from QuickBooks, then generates reports that merge real-time financial data with those budgets. The final output is a downloadable Excel report ready for board presentations.
Invoice Creation App
A company needed a streamlined way to create invoices that matched their specific workflow — something QuickBooks' native interface made cumbersome. We built a custom web application that creates invoices directly in QuickBooks Online via API. The interface is designed around how the team actually works, not how QuickBooks thinks they should.
Bookkeeping AI Assistant
Currently in development: a web application with an AI agent that helps bookkeepers work faster. The assistant can review documents in SharePoint, create bills in accounting software from those documents, file records into the correct folders, and flag expenses that may be miscategorized. It follows the firm's standard operating procedures and documentation for every task. Multi-user access with Microsoft 365 authentication and full audit logging.
AI That Works Within Boundaries
We embed AI capabilities into controlled applications where we define what information it can access and what actions it can take. These aren't chatbots with open access — they're purpose-built tools that do specific jobs reliably.
Controlled External Access
AI should never send emails, post messages, or share data on its own. We build systems where AI prepares drafts and recommendations, but a person always reviews and approves before anything leaves the building. No surprises, no accidental disclosures.
Human-in-the-Loop Approvals
For sensitive tasks like creating invoices, categorizing expenses, or updating customer records, AI does the heavy lifting but a team member makes the final call. The system queues work for review, shows its reasoning, and waits for approval before taking action.
Limited Data Access
Each AI tool only sees the data it needs to do its job — nothing more. An invoice processor reads invoices and writes to your accounting system, but it can't access employee records or customer lists. Tight permissions mean smaller risk.
Audit Trails
Every action the AI takes is logged — what it read, what it recommended, and what a person approved. If something looks off, you can trace exactly what happened and why. Full accountability, no black boxes.
Automating the Predictable Stuff
Not everything needs AI. Many business processes follow predictable patterns that can be automated with straightforward workflow tools. When the steps are known and the rules are clear, simple automation is the right answer — reliable, fast, and easy to maintain.
- Document processing — Data extracted from documents and pushed into the systems where it's needed
- Expense categorization — Receipts analyzed and transactions categorized without manual sorting
- Approval workflows — Review and approval notifications triggered at the right time, with reminders for stalled items
- Automated reporting — Regular reports generated and delivered without anyone having to remember to run them
How It Works
What You Get
- A working solution hosted on our platform
- Ongoing management and maintenance
- A single point of contact — no vendor juggling
- Value-based pricing tied to business outcomes
- Solutions named by what they do, not the technology behind them
How We Work Together
- A discovery conversation about what's not working
- Scoping and a clear proposal before any work starts
- Iterative build — you see progress and give feedback along the way
- Launch with training so your team is comfortable
- Continuous evolution as your business needs change
Got a Process That Needs Fixing?
If something in your business takes too long, breaks too often, or depends on one person remembering all the steps — let's talk about it.
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