Less busywork. Clearer numbers.
Five things we do for owner-run businesses. Each one takes work off your team's plate or shows you something you can't see today.
Book a free call arrow_forwardDashboards & reporting
One clear view of your numbers, updated automatically.
Who it's for
Owners and managers who wait days for a report, or who don't fully trust the one they get.
Signs you need it
- Someone builds the same report in Excel every week
- You find out a job lost money after it's done
- Two people give you two different numbers
What we build
- Job and project profitability dashboards
- Quoted vs. actual hours
- Work-in-progress and owner reports that build themselves
- Alerts when a budget or a reading goes off track
Example result
For a refinery, our dashboards flag missed inspection routes and unsafe readings automatically, and produce environmental compliance reports.
Automation
Stop copying data between apps; work moves on its own.
Who it's for
Offices where people retype the same information into two or three places.
Signs you need it
- The same names and addresses get typed five times per file
- Customers call just to ask where things stand
- Work stalls when one person is out
What we build
- AI that reads documents and fills in your systems
- Requests sent to the right person automatically
- Status updates sent without phone calls
- Data moved between apps with no retyping
Example result
For one client, agreement letters are now read and entered automatically instead of being typed in by hand.
Connecting your systems
QuickBooks, spreadsheets, and your industry software, talking to each other.
Who it's for
Businesses running on several tools that don't share information.
Signs you need it
- Your accounting and your job software never agree
- Month-end means exporting and pasting
- Nobody is sure which spreadsheet is the current one
What we build
- Links between your accounting, spreadsheets, and industry software
- One reliable place where all of it lands
- Checks that catch mismatches before you do
Example result
One data platform we built for 5 state agencies saves about $500K a year.
Custom tools
When no off-the-shelf software fits how you work, we build the one you need.
Who it's for
Teams that have bent a spreadsheet as far as it will go.
Signs you need it
- One giant spreadsheet runs a key part of the business
- Only one person knows how it works
- You pay for software and still track things on the side
What we build
- Simple web tools shaped around your process
- Job boards, scheduling, and tracking screens
- Forms that replace paper and email back-and-forth
Example result
A custom tool we built saves one client's team of 500+ about 2,000 hours a year.
Data cleanup & migration
Move off old systems and messy spreadsheets into one reliable place.
Who it's for
Businesses that have outgrown an old system or a decade of spreadsheets.
Signs you need it
- Duplicate customers and jobs everywhere
- You're afraid to switch software because of the data
- Reports need hours of fixing before anyone can use them
What we build
- Cleanup of duplicates, typos, and missing fields
- A safe move from the old system to the new one
- Automatic checks so the data stays clean
Example result
Automated data cleanup cut one client's manual work by over 80%. For a global insurance firm, processing went from hours to minutes.
Simple ways to work with us
Project
Fixed scope, fixed price, clear deliverable. You know what you're getting and what it costs before we start.
Ongoing support
Your part-time data and automation team, billed monthly. We keep things running and build what's next.
Not sure yet?
Start with a free call; we'll tell you where the quickest win is. Other consultants charge for a review like this. Ours is free.
Tell us what's slowing you down.
We'll reply within one business day with where we'd start.