How We Work
Discover. Build. Operate.
Every engagement follows the same arc: understand your operation, automate it process by process, then stay to maintain and improve. No handoffs. No disappearing.
Discovery
2 weeks
We learn your operation before writing a line of code.
- Shadow your team and watch how work actually flows, not how it's documented
- Map every manual process with hours/week and error rates
- Identify the highest-pain workflows and rank them by impact
- Deliver a findings report with specific numbers, not a slide deck
What you get: You get a clear picture of where time and money go, and which processes to automate first.
Build
4-8 weeks per phase
Process by process. Each phase delivers working automation.
- Start with the highest-impact process from the discovery
- Weekly progress: you see working software, not status updates
- Production-grade from day one: error handling, monitoring, alerting
- Each phase is usable on its own. You get value before committing to the next
What you get: Every phase replaces manual work with automation that runs without intervention.
Operate
Ongoing
We don't hand off and disappear. We stay and improve.
- Maintain and monitor every system we've built
- Fix issues before they become problems. Proactive, not reactive
- Find the next process to automate as we learn the operation deeper
- Monthly reporting: what's running, what changed, what's next
What you get: Your systems get better over time. There's always more to automate.
Not sure where to start?
Start with the discovery.
Two weeks. One department. We'll map your workflows, measure the hours, and show you exactly what's worth automating. Numbers, not opinions.
What We Build
Proven capabilities and ready-to-build systems.
The first eight are running in production right now. The rest are systems we build using the same engineering patterns.
Daily batch orchestration
16-script pipeline with success/failure reporting on every run
Python, Salesforce API
Financial calculation engines
Accurate to the penny, verified across thousands of scenarios
Python, FastAPI
AI email campaigns
42% reply rate vs. 1-3% industry average
Claude API, Gmail API
Native mobile app
No passwords, works offline, clients check their accounts 24/7
React Native, Expo
Sales leaderboard
Real-time scoring, team analytics, CEO controls
FastAPI, Salesforce
AI email classification
Reply classification that improves with every campaign
Claude API, Gmail API
Compliance automation
Zero penalties, state-matching reports
Python, SQLite
CRM integration
Automatic reconnection, failure recovery, bulk data sync
Salesforce, HashiCorp Vault
Healthcare admin automation
Patient intake, scheduling, claims processing, and record reconciliation across EHR systems
Python, FastAPI, HL7/FHIR
Legal workflow automation
Document assembly, deadline tracking, client intake, and billing reconciliation for law firms
Python, Document APIs, FastAPI
Inventory management systems
Real-time stock tracking, automated reorder triggers, and multi-location sync for distributors
Python, PostgreSQL, FastAPI
Real estate transaction automation
Document collection, closing package assembly, payoff tracking, and status portals for title and escrow
Python, FastAPI, Document APIs
Insurance process automation
Quote intake, carrier submission, commission reconciliation, and renewal tracking for independent agencies
Python, FastAPI, Salesforce
Capability Areas
The types of systems we build.
Every engagement draws from these capabilities, combined and adapted to fit your operation.
Business Process Automation
Your team logs in, runs queries, and moves data between systems every day. We build software that does it overnight and reports the results before anyone arrives.
Custom Financial Engines
Make faster, more accurate financial decisions. Custom engines that get the math right to the penny, replacing error-prone spreadsheets.
Mobile Applications
Give your customers 24/7 self-service access. Native mobile apps that reduce support calls and increase retention through real-time visibility.
Web Dashboards & Portals
See who’s performing, who’s falling behind, and where your revenue is going. Real time, not last month’s spreadsheet.
AI-Powered Tools
Stop renting AI you don’t own. Custom systems for lead qualification, email classification, and customer communication that you control. No per-seat fees, no vendor lock-in.
Compliance Automation
Automated compliance reporting that matches the regulator’s system by design. No manual assembly, no missed filings.
CRM Integration & Data Pipelines
Stop copying data between systems. Your CRM, accounting, email, and documents sync automatically with built-in failure recovery.
Digital Marketing Systems
Marketing systems that learn. Every campaign generates data, every reply helps target the next one. Your outreach gets more effective automatically.
Have a process that needs fixing?
If your team is spending hours on something software should handle, we should talk.