Services
Four ways to work together. Click one for the details of what is actually offered.
Custom software
One system built around how the work actually happens, not a pile of tools stitched together with a spreadsheet.
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For the process that currently runs on a spreadsheet, an inbox, and someone remembering to do the manual step. Built and deployed, not proposed.
Custom internal tools
The case management, client tracking, and approval workflows currently running out of a spreadsheet someone maintains by hand. Replaced with software built around how your team actually works, not a generic template.
Client-facing portals
Online intake forms with real digital signatures, secure document upload, and records that create themselves the moment a form is submitted. No printing a PDF, signing it, scanning it, and emailing it back for a staff member to re-enter.
Process automation
The manual steps between systems that exist only because two tools do not talk to each other: the copy and paste, the follow-up nobody tracks, the process that breaks when the one person who understands it is out sick.
Scheduling and operations
Real conflict-aware scheduling. The software refuses a double-booking before it happens, instead of relying on a shared calendar and hoping everyone checks it first.
AI agent deployments
Agents wired into your real systems and put into production, not a chatbot widget or a sandbox demo.
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An AI agent that actually does the job, wired into your real systems and put into production, not a chatbot widget bolted onto a website or a demo that only works in a sandbox.
Internal workflow agents
Agents that read and write to the systems your team already uses: triaging tickets, drafting responses, updating records, and flagging exceptions for a human, running continuously instead of a one-off script someone remembers to trigger.
Customer-facing AI assistants
Support and intake assistants wired into your actual account, order, and case data, so an answer reflects the real record instead of a canned FAQ response.
Document and data processing agents
Extracting, structuring, and routing information out of documents, emails, and forms into your real system automatically, replacing the manual re-entry someone currently does by hand.
Tool integration and guardrails
Connecting an agent to your actual APIs and databases with the permission boundaries, rate limits, and audit logging production software needs, not an unsupervised script holding an API key.
Fractional CFO
Board reporting, budgeting, and financial operations without a full-time hire. Built on fifteen-plus years doing the job.
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Board and investor reporting, budgeting, and financial operations, without a full-time hire. Built on fifteen-plus years running finance for venture-backed and growth-stage companies, not a certificate from a weekend course.
Board and investor reporting
Monthly and quarterly reporting packages, KPI dashboards, and board decks that hold up to real scrutiny, not just look finished.
Budgeting and forecasting
Bottoms-up budgets, cash-flow forecasts, and scenario models built for actual decisions, not a year-end formality nobody revisits.
Fundraising and diligence support
Modeling and data-room support for equity or debt raises, drawn from having directly supported seed through Series B rounds, not just read about them.
Month-end close and controls
Closing the books on a real cadence, with controls that hold up under an audit, not a process that only works when nothing goes wrong.
Software implementation
ERP, CRM, CPQ, and planning tools configured around how your team actually works, not the vendor's default template.
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Rolling out a new ERP, CRM, CPQ, or planning tool is its own project, and most companies only do it once every few years without ever getting good at it. This is implementation work grounded in doing it repeatedly across NetSuite, SAP, Oracle, Adaptive Planning, and Salesforce.
ERP implementation and migration
Standing up or migrating NetSuite, SAP, or Oracle without losing a month of clean books in the transition.
Financial planning tool rollout
Adaptive Planning and similar tools, configured around how your team actually forecasts, not the vendor's default template.
CRM and CPQ implementation
Salesforce CRM and CPQ setup or cleanup, including the sales-ops workflows, pricing and quoting rules, and reporting that make it actually useful instead of a data graveyard.
Systems integration
Connecting finance and operations tools with real API links, instead of someone re-keying the same data between systems every month.
The process is the filter, not the industry
If the work currently lives in a spreadsheet, an inbox, and someone remembering the next step, it does not matter what you sell.
Nonprofits · Membership orgs · Professional services · Healthcare practices · Real estate · Construction & trades · Retail & local services
How an engagement actually works
A real conversation
What is the process, and what does it actually cost to leave it manual: in hours, in errors, in things that fall through the cracks.
A working prototype, not a proposal
You see something real before any commitment gets bigger than a conversation.
Built in production shape from day one
Authentication, permissions, tests, and a staging environment are not a later phase. They are there from the first commit.
Deployed, then supported
Software that ships is the start of the relationship, not the end of it. It keeps evolving as your process does.