Built for the Businesses the Big Firms Overlook
The consulting firms that build serious financial infrastructure sell it to companies with eight-figure budgets. We build the same systems for small businesses, at prices a small business can actually say yes to. If money moves through more systems than you can track, we're built for you.
One Shared Problem, Five Places We See It Most
Every business below runs on money that arrives from many directions into one bank account, with no easy way to tie it together. That's the problem we solve. If your industry isn't listed, the fit question takes one phone call.
Healthcare Practices
PT, OT, dental, behavioral health, veterinary. HIPAA-safe analytics, payer reconciliation, payroll oversight, and a monthly P&L the owner can actually read.
See the healthcare practice
Insurance Agencies
Carrier statements against your management system. Many payers, one bank account, and every commission tied out.
Law Firms
Client confidentiality and IOLTA trust accounting. Commingled funds are your version of a data breach. We keep every dollar traceable.
CPA & Accounting Firms
You protect client financial data for a living. We build the systems that organize it, reconcile it, and report it.
Property Management
Trust accounts, owner statements, HOA books, five systems with no single truth. We unify them into numbers owners can act on.
Three Things That Don't Change by Industry
Before You Get Started
The questions we hear most from small business owners.
See What AI Can Do for Your Business
Run the savings calculator for a personalized estimate, or schedule a free consultation.