Solutions

Built for the way small businesses actually work.

Modular AI tools that plug into the systems you already use — QuickBooks, Google Sheets, your scheduling software — so you get the benefit without replacing what works.

Back Office

Tools that work for any business.

These modules apply across every industry. They handle the repetitive, time-consuming back office work that costs small businesses hours every week.

Reconciliation Assistant

AI

Matches bank transactions to invoices, flags discrepancies, and generates reconciliation reports automatically. Cuts month-end close from hours to minutes.

  • Import bank CSV or connect QuickBooks directly
  • AI flags mismatches and unusual charges
  • Export reconciliation report to Excel or PDF
  • Side-by-side transaction matching view

Connects to

QuickBooks Bank CSV Google Sheets Excel

Customer Support Hub

AI

AI-drafted responses to customer inquiries, a shared ticket queue, and a response library your whole team can use. Stop writing the same emails from scratch.

  • Paste any inquiry and get a draft response instantly
  • Shared ticket queue with status tracking
  • Save and reuse best responses as templates
  • Email and SMS delivery via your existing account

Connects to

Gmail Outlook Twilio SMS CSV export

Reporting Dashboard

AI

Plain-language weekly and monthly summaries of your business — revenue, open items, trends, and what needs attention — pulled from your connected tools automatically.

  • Auto-generated weekly and monthly reports
  • AI summary in plain language, not charts
  • Flags issues before they become problems
  • Email delivery to you or your team

Connects to

QuickBooks Google Sheets Supabase CSV import

Document Generator

AI

Proposals, contracts, work orders, and invoices — generated in seconds from your templates and pre-filled with client and job data you already have.

  • Custom templates for your document types
  • Auto-fill from your client and job records
  • Export to PDF or Word instantly
  • AI drafts new documents from a brief description

Connects to

QuickBooks Google Drive PDF export Word export

By Industry

Industry-specific tools built around your workflow.

Each vertical suite is designed around the specific software, processes, and pain points of that industry. Your tools, your terminology, your workflow.

Property Management

AI

From maintenance requests to rent tracking and tenant communications — a suite that handles the daily grind of managing properties.

  • Maintenance Request Tracker with status board
  • AI Tenant Communication Generator
  • Rent Roll & Late Payment Dashboard
  • AI Reconciliation for property financials

Connects to

QuickBooks AppFolio CSV Buildium CSV Google Sheets Stripe

Construction

AI

Job tracking, change orders, and cost dashboards built for contractors who need to see everything across every active job at once.

  • Job Status Board across all active projects
  • AI Change Order Generator with cost calculations
  • Subcontractor & crew assignment tracker
  • Cost Tracking Dashboard vs. budget

Connects to

QuickBooks Procore CSV Buildertrend CSV Google Sheets

Car Detailing

AI

Appointment management, customer follow-up, and review response tools built for detailing shops that want to grow without adding admin headcount.

  • Appointment Scheduler with Google Calendar sync
  • Automated follow-up and reminder messages
  • AI Review Response Generator for Google & Yelp
  • Customer history and repeat booking tracker

Connects to

Square Stripe Google Calendar DaySmart CSV

Maid Service

AI

Recurring schedule management, team assignments, and automated client communication for cleaning businesses managing multiple crews and clients.

  • Recurring Schedule Manager with cancellation alerts
  • Team Assignment & Route Board
  • AI Client Communication Hub
  • Invoice generator synced to completed jobs

Connects to

Jobber CSV Housecall Pro CSV QuickBooks Google Calendar

Realty

AI

Listing pipeline tracking, client communication drafting, and commission management for independent agents and small brokerages.

  • Listing Pipeline Tracker with key date alerts
  • AI Client Communication Generator
  • Offer and contract document drafting
  • Commission Tracker tied to closed deals

Connects to

Google Sheets QuickBooks DocuSign MLS CSV

Works with your tools

We connect to the systems you already rely on.

No ripping and replacing. Every tool we build is designed to plug into the software your business already runs on — whether that means a direct API connection, a CSV import, or a webhook from your existing platform.

QuickBooks Google Sheets Google Calendar Gmail Stripe Square AppFolio Buildium Jobber Housecall Pro Procore Buildertrend DaySmart DocuSign Twilio Zapier Excel / CSV PDF export

How it works

From discovery to live in weeks, not months.

We scope, build, and deploy the right tools for your business — then train your team to use them.

01

Discovery

We learn your tools, workflows, and the specific pain points costing you the most time and money.

02

Build & connect

We build the right modules for your business and connect them to the systems you already use.

03

Demo & refine

You see it working with your real data before anything goes live. We refine until it fits exactly.

04

Deploy & support

We hand it over, train your team, and stay available for questions, updates, and new modules.

Ready to see it in action?

Book a demo for your industry.

We will show you the tools built for your vertical, walk through a live demo with realistic data, and talk through what a deployment would look like for your business.

Book a Demo Send Us a Message