Services
Software built for how your business actually runs.
We focus on six things and do them well. Every project is shaped around your operational reality — no off-the-shelf forced fits.
Bookkeeping & accounting
Monthly bookkeeping, reconciled bank feeds, categorized transactions, and tax-ready financials — handled by our team and visible in your own dashboard.
- Monthly reconciliations
- P&L, balance sheet, cash flow
- Receipt management
- Year-end support
Internal operations platforms
One unified app for your team — projects, tasks, time tracking, documents, notes. Replaces the patchwork of Notion + Asana + Toggl + Drive.
- Role-based access
- Real-time collaboration
- Mobile-friendly
- SSO ready
Invoicing & billing automation
Auto-generate invoices from contracts, schedule recurring billing for retainers, send via email, accept payment, and reconcile against your bank.
- Stripe + ACH
- Auto-reminders
- Bank reconciliation
- PDF generation
Contracts & proposals
Build proposals from templates, send for e-signature, store signed contracts, and auto-trigger invoicing schedules when deals close.
- Template library
- E-signature
- Version history
- Invoice triggers
Branded client portals
Give your clients a clean, branded space to see project status, pay invoices, download deliverables, and message your team — at your domain.
- Custom domain
- Your branding
- Secure messaging
- Document sharing
Workflow automation
Replace manual handoffs with automated workflows: signed contract → project created → tasks assigned → first invoice queued → reminder scheduled.
- Webhooks & cron
- Email triggers
- Slack/Teams hooks
- Audit logs
Don't see exactly what you need?
Most projects combine two or three of the above. Tell us what's broken and we'll scope something that fits.