What we build

We replace the spreadsheet that's secretly running your business with a system that's actually yours.

These are examples of systems we've built and run in production — not a menu, and not a binding scope. Every business has a different thing held together with tape. Tell us about yours.

Project and job tracking

Replaces: the status meeting, the "any update?" emails, the spreadsheet three people edit.
What it does: owners get a short weekly email and reply in plain English; AI reads the reply, a person approves it, the record updates. Management sees one dashboard: what's moving, what's stuck, who owns it, how long it's been waiting.

Quoting and pricing calculators

Replaces: the quote sheet with formulas nobody remembers writing, the one that says "margin" but means markup.
What it does: one cost engine, real margins with floor warnings, saved quotes with a full revision history, and what-if rate changes before you commit. AI reads vendor quotes out of PDFs so nobody retypes them.

Inventory and asset tracking

Replaces: the file cabinet, the three Excel files that disagree, the truck nobody knew the company still owned.
What it does: a registry of what you have, where it is, and what condition it's in; maintenance schedules that fire on time; photo and VIN intake with a review queue; a ledger where every movement is a row and nothing is ever silently overwritten.

Document control and procedures

Replaces: the procedures binder from 2017, the SOP that describes equipment you sold, the "which version is current?" question.
What it does: one register of controlled documents, a review-and-sign routing that goes to the right approver, a record of who signed what and when, and work instructions written for the people doing the work. We also draft the SOPs and policies themselves.

Intake and scheduling automation

Replaces: the group text that runs the schedule, the whiteboard, the person who knows where everyone is.
What it does: a simple form in; a live calendar and a morning digest out, with changes posted as they happen. Amend or cancel by replying in a thread.

Reading documents for you

Replaces: retyping. Invoices, vendor quotes, inspection photos, email replies.
What it does: AI extracts the numbers and fields, shows a person what it found, and writes nothing until that person says yes. The original is kept alongside the extraction, always.

Training and plain-language guides

Replaces: the one person who knows how the system works.
What it does: a short guide per role — the person who approves gets a different one than the person who files — plus hands-on sessions sized to what each person will actually touch.

What every system comes with

The part most people skip. We don't.

Most "AI consulting" ends when the tool is running. Ours ends when you could explain it, defend it, and keep it running without us. Every system above ships with:

A review of the AI you're already using

Before anything new: which tools your people already use, what's going into them, what's coming out, and what to fix first. For many businesses this is the whole first engagement.

A fit and risk assessment

Where AI actually helps here, where it shouldn't go near, and whether the benefit is worth the effort and the risk. Sometimes the honest answer is "not yet." You get the document either way.

A privacy impact assessment

If a system touches anyone's personal information — customers, employees, the public — we document what, why, who can see it, how long it's kept, and what could go wrong. It's what a serious customer's vendor questionnaire is really asking for.

An acceptable-use policy and operating procedures

A plain-English policy readable in ten minutes, and step-by-step procedures for each task — including how to check the output and when to stop and get a person. That step is not optional.

A breach and incident protocol

What happens when something goes wrong — who's notified, in what order, within what time, what gets written down. Built so the first time you read it isn't during the incident.

An audit trail and runbooks

Who did what, when, on every record. Plus the boring documents that matter on a bad day: how to switch it on, how to switch it back off, how to rotate the keys, how to hand it to someone else.

Your data stays yours. It lives in your systems, or in ones we build for you. Humans never edit the store directly; every change goes through a checked path and carries who and when. Nothing is deleted silently — corrections are new entries, and deletion follows a documented retention schedule. And if we part ways, you keep everything and it keeps working.

Public agencies

Same systems. Different stakes.

Everything above applies to town and county offices, special districts, utilities, and school district offices — with fuller documentation and explicit alignment to recognized frameworks, because the environment is different: public records, resident data, open-meeting and public-records obligations, and a council or board that has to be able to defend the decision. We designed our approach for that environment from the start.

Which spreadsheet is running your business?

Tell us about it. We'll tell you honestly whether it's worth replacing and what it would take.