Services
What We Do
We build the systems that take repetitive work off your team — and we help you figure out which work to take off first.
Where the hours go
The work is not hard. It is just everywhere.
Most of a local business's lost time is not one big problem. It is the same small handoffs, repeated until they add up to a payroll line.
- Today
Someone retypes every sale into the accounting system, three times a week.
With it fixedThe sale posts itself the moment the ticket closes.
- Today
A customer reschedules by text. It gets written down, then forgotten, then double-booked.
With it fixedOne reschedule updates the calendar, the staff list and the customer, all at once.
- Today
Month-end means a weekend pulling numbers out of four different places.
With it fixedThe numbers already live in one place. Month-end takes an hour.
- Today
The same question gets answered by hand fifty times a week.
With it fixedAn assistant handles the routine ones and sends the rest to you.
Integrations & APIs
Get your systems talking to each other. We connect the software you already run — accounting, scheduling, CRM, line-of-business tools — so data moves once, automatically, instead of being retyped by someone three times a week. Includes API work and single sign-on.
Workflow Automation
The recurring process that eats hours every week and has to be done exactly right every time — we turn it into something that runs on its own and tells you when it needs you. Fewer steps, fewer errors, no one chasing a checklist.
Custom Apps & Internal Tools
When the software you need does not exist, or the version you can buy does four things you need and forty you do not. We build the tool that fits how your business actually works, not the other way around.
AI Assistants & Agents
Practical AI, aimed at specific work: reading documents, answering routine questions, drafting the same reply for the hundredth time, pulling structured data out of messy files. We start from the job to be done, not from the technology.
Where this is headedConcept, in design
One place to see your whole business.
Everything we build for a client feeds the same picture. We are designing a view that puts it in one place: what is happening today, what is coming, and what needs a decision from you. Pick a moment and watch one event ripple through the whole business.
Today
- 8:00Open. Dana and Marcus on the floor.
- 10:30Consultation: Hollis wedding (Dana).
- 1:00Delivery window: Riverside supply order.
- 4:00Close-out and deposit.
- 8:00Open. Dana and Marcus on the floor.
- 10:30Opening freed. Dana available for walk-ins.
- 1:00Delivery window: Riverside supply order.
- 4:00Close-out and deposit.
- 8:00Open. Dana and Marcus on the floor.
- 10:30Consultation: Hollis wedding (Dana).
- 1:00Delivery window: Riverside order, invoice #4471 attached.
- 4:00Close-out and deposit.
- 8:00Open. Dana and Marcus on the floor.
- 10:30Consultation: Hollis wedding (Dana).
- 2:00Light bookings through close. Rain in the forecast.
- 4:00Close-out and deposit.
Staff
- MarcusRestock the front cooler.
- DanaConfirm Thursday's event order.
- OpenPost this week's arrangement photos.
- MarcusRestock the front cooler.
- DanaHollis consult moved to Thursday 2:00. Prep sheet moved with it.
- OpenPost this week's arrangement photos.
- MarcusCheck the 1:00 delivery against invoice #4471.
- DanaConfirm Thursday's event order.
- OpenPost this week's arrangement photos.
- MarcusRestock the front cooler.
- DanaPull Friday's prep forward if the floor stays quiet.
- OpenPost this week's arrangement photos.
Cash, next 30 days
$18,400
Steady. Rent and Friday payroll are covered through the 15th.
$18,400
No change. The Hollis deposit date moved to Thursday with the appointment.
$16,150
Riverside invoice, $2,250, due on the 20th. Now on the 30-day view.
$18,400
Unchanged. A same-day offer would show its effect here once you approve one.
What changed
- Overnight: two website orders captured and added to today's prep list.
- Friday payroll is staged and will ask for your approval Thursday.
- 7:12 AM. Text from Hollis: “Can we do Thursday instead?”
- Calendar updated, Dana notified, confirmation sent back to the customer.
- Thursday 2:00 block created with the existing order notes attached.
- Invoice #4471 from Riverside Florals arrived by email and was read.
- Line items matched to Thursday's event order. Due date added to the cash view.
- Filed under supplies for this quarter's books.
Waiting on youPay on the 20th as scheduled, or early for the 2% discount? Nothing moves until you say so.
- Booking pace for this afternoon is 40% below a typical Tuesday.
- Friday's prep can be pulled forward. Dana has the hours.
- A same-day pickup offer to the 36 customers who ordered last month is drafted, not sent.
Waiting on youSend the pickup offer? It is drafted and waiting. Nothing goes out until you approve it.
This is a design concept, not a product you can buy today, and the numbers are made up. The integrations and automations we build now are the pieces a view like this is made of. Want to see it when it is ready? Tell us.
Not sure where to start?
Start with an Operational Evaluation.
We spend time inside your operation, map where the hours actually go, and hand you a written plan. Most owners find the first fix pays for the evaluation.
- Where time and money are being lost, in writing
- A prioritized list of what to address first
- An estimate for each piece, yours to act on with us or without us
Consulting Services
Business Consulting
Not sure what to automate first? Most owners are not. We spend time inside your operation, map where the hours actually go, and hand you a written plan: what to fix now, what to leave alone, and what each piece is worth.
Operational Evaluation — $1,500 fixed fee
A scoped assessment of your operation. You get a written findings document: where time and money are being lost, a prioritized list of what to address first, and an estimate for each. Yours to keep and act on, with us or without us.
Work beyond the evaluation is quoted separately.
Healthcare Strategy & Payment Integrity Consulting
Advisory for healthcare organizations, technology companies, and investors on business strategy, product development, operating models, and performance improvement, from operators who have led payment integrity at scale.
- Payment integrity strategy: Program design, clinical and coding audits, prepayment and postpayment approaches, appeals, and recovery operations.
- Operational transformation: Organizational design, workflow improvement, quality assurance, productivity, and change management.
- Product and technology strategy: Healthcare use cases, product requirements, automation opportunities, and alignment between technology and business needs.
- Vendor and sourcing strategy: Capability assessment, vendor selection, performance optimization, and decisions about internal versus outsourced delivery.
- Growth and investment advisory: Market perspectives, service expansion, operational scalability, and assessment of healthcare technology and service businesses.
Two-hour minimum per booking. Rates are quoted per engagement.
Not sure which of these you need?
Tell us what the work looks like today. We will tell you honestly whether it is worth automating, and what it would take.