Custom Automation for Small Businesses
We Automate the Work Nobody Wants to Do
We build the systems that automate the manual work eating your week. Reports, follow-ups, scheduling, onboarding. If it's the same every cycle, it's a script.
01Measured results
The Math is Simple
Real numbers from real client engagements. Hours back, dollars recaptured, capacity unlocked.
Hours/Year Saved for Client Teams
- $200K+
In Payments Processed Automatically (Single Month)
- 75%*
Faster on Repetitive Workflows
- 25%
More Capacity Without Hiring
*Based on a 25-employee firm: 2 hours saved per day × 250 working days = 12,500+ hours/year. Bookkeeping cycle measured at 2 hours → 30 minutes per client.
024 services
What We Build
From automating repetitive tasks to building custom workflows, dashboards, and CRMs from scratch. If it saves your team time and money, we can build it.
- 01Workflow AutomationWe rewire the manual steps eating your team's week. Data entry, document routing, follow-ups, and syncing handled automatically. Most clients start with a Workflow Audit to find the biggest wins.
- 02Live DashboardsSee your revenue, pipeline, and team performance in one place. Updated automatically, no more spreadsheet wrangling.
- 03Custom CRMsOne system for your leads, clients, tasks, and communications. Built around how your team actually works.
- 04Custom Internal ToolsWhen off-the-shelf software can't do what you need, we build it. Lightweight portals, intake forms, sync engines, and decision tools that wire into your existing stack.
034 steps, audit to go-live
How it Works
From first call to go live. Every engagement starts with an audit. How far you go from there is up to you.
- 01
Discovery Call
Free 30 minute call. We learn your business, your workflows, and where automation pays back fastest.
- 02
Workflow Audit
We map your workflows, find the time sinks, and hand you a scoped automation plan you can act on with anyone.
- 03
Workflow Implementation
We build one focused workflow, test it with your real data, deploy it live, and train your team.
- 04
Partnership
Keep what we built running, or keep building new things. Pick the level that fits and adjust as you grow.
047 verticals
Industries We Serve
Businesses that share one thing: skilled people spending too much time on work that should just run itself.
- 01Home ServicesScheduling and dispatch, quote follow-up, review collection, customer communication sequences, seasonal capacity planning, and invoice processing.
- 02Property ManagementMaintenance request routing, tenant communication sequences, owner reporting, lease renewal tracking, vendor coordination, and move-in/move-out workflows.
- 03Accounting & BookkeepingTransaction categorization, bank reconciliation, report generation, client reminders, document collection, and 1099 prep.
- 04Health & Wellness ClinicsLead capture, booking, recall, no-show recovery, intake, review collection, and member-program tracking for med spas, IV therapy, and integrative wellness centers.
- 05Medical PracticesInsurance verification, intake, plan-of-care adherence, no-show recovery, recall, and referral nurture for PT, chiropractic, mental health, pelvic floor, lactation, and concierge medical practices.
- 06Insurance AgenciesRenewal tracking, certificate requests, claim status updates, document collection, policy onboarding, and client communication sequences across personal and commercial lines.
- 07General ContractorsSubcontractor coordination, change order tracking, selection management, buyer communication, daily logs, and inspection scheduling for GCs, remodelers, and home builders.
- 08Your IndustryWe work with any small business that's tired of doing the same manual work every week. If it follows a pattern, we can probably automate it.
Ready to Get Your Time Back?
Book a free discovery call. We will map your workflow, find the time sinks, and show you exactly how much you can save.