Connected Operations
Your CRM, your accounting system, and your operations tools were never introduced to each other. We connect them — and put AI to work across the seams.
The problem
Your team is spending real hours every week on:
- Copy-pasting data between your CRM, your billing system, and your reporting tool
- Building the same status report every Monday
- Routing tickets, requests, or leads by hand
- Reconciling records that should match but never quite do
Each of these is small. Together, they're eating a full-time hire's worth of time — and your best people are doing the worst work. The tools aren't the problem. The gaps between them are.
What we do
We audit your stack, map the manual work bridging your systems, and build AI-driven integrations and automations that take it off your team's plate. We use AI as the connective brain between the systems you already own — Microsoft 365, Salesforce, HubSpot, QuickBooks, your industry platform — not as a flashy add-on.
That includes the CRM itself when it's part of the problem: we implement, repair, and extend Salesforce, HubSpot, and Dynamics 365 as part of connecting them to everything else.
Who it's for
Small and mid-size firms — typically 20 to 200 people — that grew into separate systems for sales, operations, and accounting, and now bridge them with spreadsheets and re-keying. We work especially often with:
Staffing & recruiting
The seams between your ATS, timesheets, payroll, and invoicing — plus resume screening and multi-board posting.
Accounting & insurance firms
Document intake, reconciliation, renewals, and the client follow-up that eats admin hours in accounting practices and independent agencies.
Professional services
Law, healthcare, agencies, and other services firms where intake, scheduling, and billing live in systems that don't talk.
Operations Audit
Two weeks. $4,500. Fixed price.
- Discovery sessions with your team (90 min × 3)
- Stack map: every system, every integration, every manual handoff
- Toil inventory: ranked list of automatable workflows with estimated hours saved per month
- 90-day roadmap with build-vs-buy recommendations for each
- 60-minute presentation to your leadership
You walk away with a roadmap you own — whether you hire us to build it or not.
Book Operations AuditBeyond the audit
Integration Builds
Custom AI-driven workflows wiring your systems together. Fixed-price per workflow — typically $5,000–$15,000, quoted from the audit findings.
Automated Reporting
Weekly or monthly digest reports built once, delivered forever. Project-priced.
Operations Care
Monthly support plan covering monitoring, break-fix, and small changes to everything we've built — from $950/mo. See pricing.