
Consulting
Systems architecture and automation
AI & Automation
AI solutions, workflow automation, integrations and data architecture. For the company where the systems do not talk, and the hours spent proving it are the real cost.
01The problem
Systems that do not talk, and people who bridge them by hand
- Tools stitched together with automation that breaks when anything changes.
- Reports from different systems that never match.
- Manual work growing faster than the business.
02What it is
The architecture the other three run on
One data model across ERP, CRM and finance, and the automation layer that keeps it true without anyone maintaining it.
System Architecture
One data model across ERP, CRM and finance: integrations, APIs and a cloud design that scales.
Data Strategy
Data unified, governed and reported, with dashboards and KPIs that hold across functions.
AI & Innovation
Agents and automation on the work that needs no judgement: reconciliation, invoicing, extraction and reporting.
03How it works
- 01Scoped diagnostic
Six to eight weeks mapping the systems and the hours spent between them. The analysis is yours whether or not we build it.
- 02The plan
The target architecture, and the automations ranked by hours saved.
- 03Built
Integrations and automations built on the systems you already own.
- 04Running
Monitored in production, so the data model stays true without anyone maintaining it.
What you get
- A month-end close on one reconciled process
- Systems integrated, not replaced
- Automation in production and monitored
- One data model for ERP, CRM and finance
04Where this has already run
- San Antonio, Texas, USA · 2026 to present
Multidisciplinary pediatric therapy provider
A month-end close that used to span four systems, now one reconciled process.
→ - Plano, Texas, USA · 2026 to present
Peer-reviewed scientific video journal
Live subscription performance and a month-end that closes without manual consolidation.
→ - Miami, Florida, USA · 2026 to present
Scaling consultancy for coaching and info-product businesses
Manual matching removed from the finance team’s month.
→ - Phoenix, Arizona, USA · 2024
Clinical laboratory
Billing, stock and ledger reconciled for the first time.
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