One internal app. Guaranteed outcome.
One app to run operations. Outcome guaranteed.
Unify your tools, automate routine work, and get daily insights that reveal revenue leaks, stuck cash, churn risk, and missed SLAs.
We build one internal app that puts your tools in one place, automates routine work, and finds profit in your data. You pay the setup only after a clear result.
The setup fee is due only after we deliver one result that matters to you.
- One internal app that connects to your key tools
- Search across orders, customers, invoices, and more
- Automations in the first build
- AI agent to surface actionable insights
- A daily brief that flags stuck cash, churn risk, and missed SLAs
The problem
Work lives in many tools. Outcomes bleed out.
Without one system of record, every team triages their own emergency and the business hears about risk only after it is already on fire.
Teams chase data across tabs
Ops leads keep six tabs open just to answer basic status questions and escalations still beat the data.
Numbers do not match
Finance, RevOps, and Support all publish different truths. Hours are lost proving that yesterday’s close literally says 1 = 0.
Manual steps slow everything down
Approvals sit in inboxes, macros break, and SLAs quietly expire while people copy/paste across sheets.
Leaders fly blind on finance and operations
Leadership hears about churn, stuck cash, or late deliveries from customers before it hits a dashboard.
Solution
Connect. See. Act.
Connect your data, see the full picture, and let AI handle the busy work so every team can act in one click.
- Connect your store, finance, support, and operations tools
- See the full picture in one place
- Act in one click with AI that handles the steps
Delivery rhythm
Outcome-backed builds
We sign off on scope together and keep shipping until the agreed win is real.
One brief, many teams
Finance, CX, and Ops work from the same screens so everyone knows what to fix first.
Automations included
Real workflows go live in the first build: no shelfware, no hand-offs.
AI layer
Your internal app, automations, and AI working as one
We build the internal app, wire in your automations, and add an AI layer that watches the data, drafts the work, and spots the wins hiding in your systems.
Unified context
We consolidate orders, cash, tickets, and projects into one data model so AI sees the full picture before it answers or acts.
Automation autopilot
Automations are wired into your workflows and approvals, so AI can draft replies, update systems, and launch playbooks instantly.
Insight co-pilot
Daily briefs spell out the money or time at stake and suggest the next move, so leaders never hunt for the “why” inside dashboards.
Use cases we run
Insights that find money and prevent churn
Cross app analytics expose leaks and missed opportunities. You get a daily brief and an actions list that can run immediately, and our team helps run the play.
Cash & Revenue
Stuck cash with predicted pay dates
We surface every invoice at risk, predict pay dates, and run the follow-ups until cash moves.
Finance Ops
Revenue leakage from missing invoices
Orders that never became invoices are flagged, reconciled, and assigned to our automation team.
Customer Experience
Churn risk from slow replies and low usage
Daily brief highlights accounts in trouble so your team can escalate with context in one screen.
Service & Delivery
SLA misses by team and product
We track SLAs in real time, show exceptions, and help you trigger workflows to unblock owners.
Forecasting
30 day forecast with risk bands
Leadership gets an outlook with risk bands plus the recommended moves to protect the number.
Daily operating picture
Business insights in plain language
Cash and revenue
- Faster collection. See invoices at risk and trigger follow ups with one click
- Stop leakage. Find orders that never became invoices
- Predict cash. See the next 30 days with risk bands
Customers and service
- Keep more customers. Spot accounts with slow replies or low usage
- Fix the experience. Track repeat issues by product or location
Operations and supply
- Deliver on time. Track exceptions and remove the top three causes
- Balance stock. See likely stockouts and overstock with lead times
Marketing and sales
- Cut waste. Tie ad spend to real outcomes and pause what does not convert
- Speed to lead. See response time by source and rep
Process
From audit to live with clear wins
Step 1
Audit: list your tools and top bottlenecks
Step 2
Plan: agree on the screens and the first wins
Step 3
Build: connect tools and ship weekly releases
Step 4
Launch: train the team and tune the flows
Step 5
Scale: add more workflows from your 90 day plan
Workspaces
Pick what matters now
Ops Inbox
Tasks and messages in one queue
Finance
AR aging, invoice chase, payment sync
Customers
One thread across email, chat, and tickets
Orders & Fulfillment
Exceptions and promises kept
Inventory & Catalog
Clean data with bulk fixes
Reports
The daily numbers leaders check
Integrations
Works with the tools you already use
We connect, monitor, and maintain the links so your team keeps using the systems they already know.
Plus QuickBooks, HubSpot, Salesforce, Zendesk, Notion, Airtable, and more than 500 other connectors. We plug into the systems that run revenue, service, and delivery.
Our Service Offering
Structured scope. Documented deliverables. Predictable ramp.
We agree on the exact outputs up front, share checkpoints along the way, and avoid scope drift. Every engagement starts with the Ops & Data Audit, then you can have us run the internal app or keep us focused on managed insights.
Step 1
Ops & Data Audit (required)
Ops & Data Audit
Paid discovery that inventories your stack, exposes workflow gaps, and frames the business case.
Best for: Founders and operators who want proof before investing
90-minute working session to trace how work and data move today
System map with tool owners, access gaps, and data lineage
Prioritized backlog of automations + reports with ROI ranges
Audit fee credited toward Managed App or Managed Reports
Step 2
Pick the delivery path that fits
Managed Custom App
We build and operate the internal app that automates the highest-impact flows from the audit.
Best for: Teams that want us to run the internal app end to end
Dedicated workspace that unifies requests, tasks, and alerts
Up to 5 maintained integrations plus secure data syncs
Top 3 workflows automated with humans-in-the-loop guardrails
Role-based dashboards and weekly run reviews
Includes dedicated pod, Slack channel, and quarterly roadmap refresh.
Managed Insight Reports
For teams that just need the numbers: we connect to every system and push curated insights.
Best for: Leaders who need trusted metrics without launching a new app
Connect to ERPs, support, billing, and spreadsheet sources surfaced in the audit
Shared metric catalog with trusted definitions and owners
Weekly insight digest with prioritized action list
Anomaly alerts and ad-hoc investigations on request
Reports land every Monday with mid-week check-ins when numbers spike.
Need help choosing? We will walk through a sample audit deck on a 15-minute call.
Book the Ops & Data AuditProof
What we measure together
References available on request.