Work we've shipped.

Automation · Bookkeeping

Automated trial-balance & GL mapping

A bookkeeping team was re-keying client trial balances by hand and manually mapping every account to their own standardized chart of accounts — slow, repetitive, and error-prone work on every single close. We built a tool that does it for them.

• Drop in a client trial balance in any format — PDF, Excel, or CSV, even a messy multi-statement package — and it pulls out just the numbers it needs.
• Maps every account to the firm's standardized chart automatically, then exports a clean, consolidated report ready to use.
• Deterministic, not a black box: every mapping is rule-based and editable, and it learns the firm's preferences from each confirmation so it gets faster over time.
• Keeps an organized library of past work, so nothing has to be redone.

Result: hours of manual GL mapping and data entry per close collapse into minutes — with fewer mistakes and a consistent, repeatable output.

Automation · Bookkeeping

Getting the numbers into the books — without re-keying

The mapping tool above lands each client's numbers in the firm's standard chart — but those figures still had to be entered into the accounting platform by hand, one line per account, every single month. That platform has no import button and no way in for outside software, so the re-keying had nowhere to go. We built a tool that handles that last step automatically.

• Picks up the finished, mapped numbers from the step above and carries them straight into the accounting platform — no copy-paste, no typing it all in again.
• Fills the monthly entry in seconds, one clean line per account, matching exactly what was already reviewed.
• Works with a platform that offers no import and no outside access — it drives the same on-screen steps a person would, just instantly and without typos.
• Nothing is ever posted on its own: the tool fills the entry and stops, so a person always reviews and approves before anything is saved.

Result: the last manual step of every monthly close — keying in dozens of entries by hand — becomes a quick review and a click, with no transcription errors.

Custom software · Operations

One platform to replace a wall of spreadsheets

An operating business was running on a sprawl of disconnected spreadsheets and tools — data scattered, nothing talking to each other, no single source of truth. We consolidated it into one custom web app behind a single login.

• A live dashboard that brings the whole portfolio together — properties, financials, and a map view in one place.
• An operations CRM for the day-to-day: jobs, contacts, and pipeline, all tracked in one system instead of a dozen tabs.
• A per-person task tracker so the team can see what's moving and what's stuck.
• All of it on one database with one login — secure, centralized, and built to grow with the business.

Result: a single source of truth that ends the spreadsheet sprawl, centralizes the data, and turns scattered records into insight the team can act on.