Operations Intelligence
The Admin Work
The Admin Work
That Never Should've
Been Manual.
Proposal generation, invoicing, payment logging, and back-office reporting — all handled automatically. Built around your processes so the work gets done without your team doing it.
Built in minutes
Error-free every time
Ops Dashboard
Live · this week
0
admin saved
0
proposals sent
0
invoiced
Proposal · Acme Co.
Sent · 2m ago
Invoice #1047 · $3,200
Delivered
Payment · #P-8821
Reconciled
Onboarding email · Clearwater
Sent
What gets automated
The Work Behind the Work,
The Work Behind the Work,
Running Without You.
Every hour your team spends on admin is an hour not spent on clients, growth, or actual work. These systems give that time back — permanently.
Proposal automation
A client fills out a short intake or completes a discovery call — and a polished, branded proposal is generated and sent automatically. What used to take an afternoon now takes minutes. Every time.
Invoicing & payment logging
Invoices generated from job data, sent automatically, and payment status logged when they come in. No copy-pasting from a spreadsheet. No reconciling at the end of the month. It's already done.
Live ops reporting
Dashboards that surface what actually matters — margin by job type, revenue per client, outstanding invoices, team utilization — updated in real time, built on data you already have, zero manual entry.
Onboarding & document generation
New client? New project? The onboarding sequence fires automatically — welcome emails, kickoff packets, contracts pre-filled with the right data, access links, and next steps — all without staff involvement.
Real deployments
Back-Office Systems
Back-Office Systems
Running in Real Businesses.
These businesses were drowning in admin. Now their systems handle it.
Consultancy
Writing proposals takes the better part of a day and we never have a consistent format.
Built: An intake-to-proposal pipeline that reads the discovery call notes, applies the right scope template, inserts pricing and timeline, and sends a formatted proposal — before the prospect's next meeting.
General Contractor
I have no idea which jobs are actually profitable until it's too late to do anything about it.
Built: A live dashboard pulling from their job management and accounting tools — showing margin by job type, labor efficiency, and payment status in real time. No manual entry, no end-of-month surprises.
Marketing Agency
Onboarding new clients takes a full week of back-and-forth emails and manual setup.
Built: A client onboarding system that fires the moment a contract is signed — sends the welcome packet, creates the project workspace, schedules the kickoff call, and requests all necessary assets automatically.