POS to Accounting
Toast, Square, Clover sales pushed daily into QuickBooks or Xero, perfectly coded.
CRM to Marketing Stack
HubSpot, Mailchimp, Klaviyo, Pipedrive, all kept in sync without manual exports.
POS to Inventory to Shopify
Bidirectional sync so a sale in-store updates the website, and vice versa.
Delivery Apps to Books
DoorDash, Uber Eats, Grubhub deposits matched against fees and pushed to your P and L.
Forms to CRM to Slack
Web, Facebook, Typeform leads land in your CRM, ping your team, log the source.
Calendar to Service System
Bookings in Google Calendar update Jobber or Mindbody or your scheduling tool, and the reverse.
Custom API Bridges
When Zapier can’t reach it, we write the bridge ourselves. Self-hosted or on your cloud.
Daily Sales Pulse
7am one-pager. Yesterday’s revenue, comps, top items, channel mix, labor percentage.
Unified Multi-Channel Dashboard
POS plus Amazon plus Shopify plus delivery apps plus ads. One screen, one source of truth.
Owner’s Weekly Brief
A weekly digest covering revenue, AR or AP aging, customer signals, and what to act on.
Custom KPI Scorecards
You name the metric, we build the dashboard. Looker Studio, Metabase, or Sheets.
Per-Location Reporting
Multi-unit? Per-store P and Ls and benchmarks across your portfolio.
Slack or WhatsApp Reports
KPIs posted to where your team actually looks. No more dashboards no one opens.
Threshold Alerts
Sales drop over 20 percent? Variance over your threshold? AR aged over 60 days? You’re pinged the moment it happens.
Anomaly Detection
AI learns your normal week, flags unusual refunds, unusual labor, unusual no-shows.
Review Drops Watch
New review under 4 stars on Google, Yelp, Facebook. Immediate Slack ping with the text plus sentiment.
Churn Signal Alerts
Customer has not booked or repurchased in N days, or sentiment fell. Flagged for outreach.
Compliance Reminders
Permits, COIs, sales tax, license renewals. Proactive heads-up before deadlines.
Review Pull and Auto-Respond
Drafts a reply in your tone to every review. You approve negative ones, positive ones auto-post.
Bad Review Escalation
1 to 3 star reviews routed to the owner with full context. Who, when, history, suggested reply.
Weekly Sentiment Report
Themes pulled across reviews and surveys (service, wait time, food quality, pricing) with trend charts.
Review Request Loops
Post-service prompts via SMS or email, time-tuned for highest response rate.
Competitor Review Watch
See what people complain about at your competitors. Find your wedge.
Auto Repair Quote Builder
Scrapes parts prices from your suppliers, adds labor plus margin, returns a draft quote in seconds.
Contractor Estimate Templates
Photos plus line items in. Branded estimate out. Pricing rules baked in.
Service Pricing Calculators
Custom calculator embedded in your site or used internally. Variable inputs, instant output.
Quote Follow-Up Sequencer
Day 1, 3, 7 follow-up after every estimate. AI replies to routine objections, hot ones routed to you.
Vendor Price Watch
Monitor your top suppliers, alert when a SKU jumps over your threshold so you can re-shop or pass the cost.
Inbox Risk Triage
AI reads every email overnight, surfaces the top 5 fires, drafts replies to routine 80 percent.
Spam and Lead Sorting
Real leads vs spam vs cold pitches. Sorted automatically into labeled folders.
Document Extraction
POs, invoices, intake forms, contracts. Pulled into structured data for your books or CRM.
Receipt-to-Books
Snap, email, or forward. AI codes, attaches to QuickBooks, files in Drive.
Vendor Email Parsing
That weekly distributor email with prices in a PDF? We parse it into a Sheet for you.
Meeting Summary and Action Tracker
Joins Zoom or Meet, summarizes, assigns actions to Asana, ClickUp, Linear.
CRM Hygiene
Deduplicates, enriches missing fields, normalizes phone numbers, flags inactive records.
Contact Enrichment
Email or phone in, full contact record out (Clearbit, Apollo, custom sources).
Spreadsheet to Database
That 8-tab spreadsheet running your business? We migrate it to a real database, without losing anything.
Historical Data Backfill
Years of paper or PDF records. Digitized, structured, queryable.
End-of-Day Reconciliation
POS plus Stripe plus bank, matched daily. Variances flagged. QuickBooks entries posted.
AR Aging and Collection Pings
Auto-emails on day 15, 30, 45, 60. Smart escalation when balances cross thresholds.
AP and Bill Approval Routing
New bill arrives, routed to approver, paid through Bill.com or Ramp. Audit trail kept.
Cash-Flow Forecast Updates
Rolling 13-week forecast that auto-updates from your live transaction data.
Multi-Channel Sales Tax Tracking
Track nexus across states and channels, auto-prepare returns for your CPA.
Custom Claude Scripts
A weird one-off task (Sheet cleanup, PDF parsing, competitor watch) scripted and scheduled.
n8n or Make Self-Hosted Workflows
For when you want to own everything. We build it on your infra. You hold the keys.
Custom Internal Dashboards
Build the tool you wish your software had. We design and ship as a private web app.
Scheduled Reports plus AI Insights
Pulls your data, runs it through Claude for trend analysis, emails you actionable bullets.
Form-Driven Workflows
Customer fills a form, kicks off a multi-step workflow (intake, contracts, scheduling, billing).
Slack Bots for Your Ops
Custom bots that answer what was yesterday’s revenue or how’s X customer doing in Slack.