Flagship engagement
31 production systems for one 5-person firm.
31Live systems
6Platforms
700+Clients served
100%Client-owned
A Bay Area tax & advisory firm, running on automation it owns outright.
Across six platforms we designed, built, and deployed 31 live systems, client onboarding, bookkeeping and reconciliation, document processing, financial reporting, collections, and outreach, for a five-person team serving over 800 clients. Everything runs inside their own stack, built on 200+ reusable components. They own every line of code, and run it themselves day to day.
Financial operations
Hands-off books and monthly close
An agent-driven bookkeeping layer that drafts bills, invoices, and journal entries and reconciles them against bank activity, retiring the manual monthly close, plus daily cash-flow monitoring that runs on its own.
Accounting-platform API · Python · scheduled agents
Practice management
Client onboarding & billing, automated end to end
We wired an entire client-management platform to run itself, batch-generating engagement proposals, onboarding clients, applying tags, issuing invoices, and advancing pipeline stages, even where the platform ships no public API. Weeks of manual admin, gone.
Custom integration · workflow automation · Python
Document processing
Document classification & data extraction
A pipeline that ingests financial and tax documents, classifies each into the right type, and extracts the fields that matter for downstream calculation. Built privacy-first, validated entirely on synthetic data, never real client records.
Frontier LLMs · document-AI OCR · 36 typed schemas
Growth & outreach
Enterprise-scale pipeline for a small team
Multi-step outreach sequences, lead-pool management, and automatic triage of inbound replies into dated action reports, so a lightweight team runs a full sales pipeline without the manual sorting.
Outreach & enrichment stack · Python
Operations analytics
Project costing & capacity, tracked automatically
An API data pipeline that pulls task, time, and engagement data on a schedule, then reports estimated-vs-actual hours, per-person utilization, and pipeline load, turning a project-management tool into a live profitability and capacity dashboard the team gets every week.
ClickUp API · Python · scheduled reporting
Revenue & retention
Automated collections & client win-back
Scheduled past-due reporting plus an at-risk-client detection and re-engagement workflow, surfacing who's slipping and running win-back outreach before the relationship, and the revenue, is lost.
Scheduled agents · CRM integration · Python
Agent infrastructure
A native command center for the fleet
A desktop app, built in Rust and TypeScript, that supervises the entire automation fleet from one screen: live status of every running system, anything needing approval floated to the top, and a unified control panel. The cockpit that makes running dozens of systems at once actually manageable.
Tauri (Rust) · TypeScript · native macOS app
Financial operations
Trial-balance & close, in one owned app
A standalone desktop application for building and reviewing trial balances and firm financials, replacing a stack of spreadsheets and pricey annual licenses with a tool the firm owns outright and runs itself.
Desktop app · encrypted local data