A speed-to-quote generator
A customer’s request becomes a draft quote within a day. Your prices, your rules, a person signs it off.
Build
Systems built around your numbers.
Scoped and quoted after the assessment. You own the code and the data.
Three things, named plainly
Underneath them: compliance, billing, and the databases the plans run on, with AI where it earns its place.
A KPI monitor
The numbers that matter, per department or per machine, every week, without anyone retyping them.
Operational plans
The monthly action plan attached to the dashboard, the budget you can flex, and the contingency plan for the month sales drop.
What this has already been done for
Nine plain lines, each backed by delivered work.
- Getting a draft quote out within a day.
- Numbers that surface the problem instead of making someone hunt for it.
- Getting invoices out faster.
- Finding the money leaking through stale price sheets.
- Catching the number that is wrong before it costs you.
- Finding the broken step everyone has stopped noticing.
- Checking every driver file and every deadline automatically.
- Knowing your break-even before the bad month, and having the plan ready.
- Writing down how the work actually gets done before the person who knows leaves.
What we have built
Names left out. Each with how we know.
A client was running the business on more than 100 spreadsheets. We moved them into a database so they can interact with their data.
How we know: We did the migration.
A compliance company’s monthly invoicing moved from spreadsheets into one system, and the cycle got shorter.
How we know: Their first cycle on the new system reconciled to their books.
A speed-to-quote generator: a customer’s request becomes a draft quote within a day.
How we know: Timed on real requests in their system.
Operational plans that live next to the numbers: the monthly action plan, a budget the owner can flex, and the contingency plan for the month sales drop.
How we know: Delivered and used through a December downturn.
A monthly financial dashboard the owner reads instead of the raw statements, with the action plan attached: what to do this month and why.
How we know: Built from their books every month.
Weekly margin, scrap, and on-time numbers per machine, pulled from the production system without anyone retyping them.
How we know: The pipeline reads their exports.
How a build goes
After the readout, each finding gets a fix or a no. Nothing gets built because it is possible.
Scope and quote in writing, tied to the finding it closes. Fixed price where the scope is fixed.
You own the code and the data from day one. It sits next to the systems you already run.
Timeline in the quote.
Handover with training, written down so it survives the person who knows.
Built on tools you can keep
No proprietary layer between you and your data.
- Airtable
- Supabase
- Claude
- ChatGPT
- Stripe
- QuickBooks
- Microsoft 365
- Your production system