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 older operations software that only worked with the desktop version of QuickBooks. They needed to switch to QuickBooks Online but there was no way to connect the two. We figured out how the old software stored its data and built a system that automatically pulls invoice information and sends it to QuickBooks Online. It handles both their electrical and maintenance divisions, and nobody has to type invoices into two systems anymore.
Vendor Invoice Processing
A company's bookkeeper was spending hours every week downloading vendor invoices from email, figuring out what category each expense belonged to, and saving them in the right folder. We automated the whole process — invoices get picked up automatically, the system reads each one and sorts it by category, files are saved to the right folders, and the bookkeeper gets a notification when something needs their approval. Instead of sorting and filing, the team just reviews and approves.
IT Billing Reconciliation
A group of related companies needed to split shared IT costs between them fairly. We built a system that reads the billing files, applies rules to divide costs by company, and uses AI to match purchases to the right accounts. What used to take days of spreadsheet work now runs on its own — someone only needs to step in when the system isn't sure about a match.
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 see how their actual spending compared to their budget, broken down by department and month. QuickBooks Online couldn't do this the way they needed. We built a web tool that connects directly to their accounting system, pulls in the real numbers, and lines them up against the budget. The result is a downloadable Excel report that's ready for board meetings — no more hours of spreadsheet assembly.
Invoice Creation App
A company needed a faster way to create invoices that matched their specific process. QuickBooks' built-in screens made it slow and awkward. We built a custom tool that creates invoices directly in QuickBooks but with an interface designed around how the team actually works — fewer clicks, less confusion.
Bookkeeping AI Assistant
Currently in development: a tool that helps bookkeepers get through their work faster. The assistant can look up documents in SharePoint, create bills in the accounting system from those documents, file records into the correct folders, and flag expenses that might be in the wrong category. It follows the firm's own procedures for every task. Multiple team members can use it with their existing Microsoft 365 login, and every action is logged so there's a clear record of what happened.
AI That Works Within Boundaries
We give AI specific jobs with clear limits — it can only see the information it needs and can only do what we've told it to do. These aren't chatbots that can wander into anything — they're focused tools that do one thing well.
Controlled External Access
AI should never send emails, post messages, or share your information on its own. We build systems where AI prepares drafts and recommendations, but a real person always reviews and approves before anything goes out. No surprises, no accidental messages to your customers.
Human-in-the-Loop Approvals
For important tasks like creating invoices, sorting expenses, or updating customer records, AI does the prep work but your team makes the final call. The system lines everything up for review, shows its reasoning, and waits for someone to say 'go' before anything actually happens.
Limited Data Access
Each AI tool only sees what it needs to do its job — nothing more. A tool that processes invoices can read invoices and update your accounting system, but it can't see employee information or customer lists. Keeping things separate means less risk.
Audit Trails
Everything the AI does is recorded — what it looked at, what it recommended, and what your team approved. If something looks off, you can go back and see exactly what happened and why. No guessing, 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
- Pricing based on the value you get, not how many hours we spend
- 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
- We build in stages — you see progress and give feedback along the way
- Launch with training so your team is comfortable
- We keep improving things 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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