Systems we’ve built, screen by screen.
Ten back-office and field systems, each with role-based access, approvals and a full audit trail. Every screen is the real software.
The companies, people and records in these systems are mock data, for demonstration only. The software is real.- TypeScript
- Vue 3
- Vite
- Node.js
- Fastify
- PostgreSQL
- React Native (Expo)
- Claude API
- Playwright
Carrier Onboarding and Document Intake
BeforeCarrier vetting and paperwork checked by hand before each payment.
Vets new carriers and pays them only when the paperwork is right.
- Compliance
- Ops
- Payables
- Carrier
A compliance file: every check, scored and approved.
Client Onboarding to Billing
BeforeAgreements, project set-up and invoices built by hand for each client.
From a won deal to a signed SOW, a set-up project and monthly invoices from approved time.
- Account director
- Project manager
- Bookkeeper
- Client
A won deal becomes a draft agreement, with open questions.
Payouts, Returns and 3PL Reconciliation
BeforePayouts, refunds and warehouse bills reconciled in spreadsheets.
Makes every payout, refund and warehouse bill add up to the cent.
- Bookkeeper
- Finance manager
- Head of ops
- 3PL contact
A payout broken into its parts, ending at the bank amount.
Crew: Field App for Painting Crews
BeforeJobs run on phone calls, paper notes and photos left in camera rolls.
A phone app for the crew on site, a web app for the office, and a link page where the homeowner approves and pays.
- Owner
- Office
- Crew lead
- Tech
- Homeowner
Morning: who’s on site, what’s waiting on clients and what money is late.
Customer Support Desk
BeforeBooking and billing calls that go to voicemail after hours.
An AI that takes calls, books visits and hands off to a person with full context.
- Caller
- Support agent
- Dispatcher
- Support lead
A visitor calls from their phone as a sample customer.
Multi-client Month-End Close
BeforeMonth-end tracked per client in spreadsheets and email threads.
Runs month-end for every client from one workspace, with reviewer sign-off.
- Bookkeeper
- Reviewer
- Partner
- Client
Firm board: every client by stage.
Accounts Payable
BeforeSupplier invoices keyed in by hand from email attachments.
Supplier invoices read from email, matched to the PO and receipt, routed for approval and posted to QuickBooks.
- AP clerk
- Ops manager
- Finance manager
- Controller
An emailed invoice lands and is read live.
Operations Agent
BeforeRoutine office requests handled one email at a time.
An AI assistant for routine office requests. Anything final becomes a proposal a person approves.
- Office staff
- Approver
- Controller
- Admin
A Slack request: the agent works step by step, then stops for approval.
Accounts Receivable
BeforeDeposits matched to invoices by hand; collections run from memory.
Matches bank deposits and Stripe payouts to open invoices, runs collections and forecasts cash.
- AR clerk
- Collector
- Finance manager
- Customer
Cash inbox: today’s deposits, most matched by rules.
CRM and Accounting Sync
BeforeCustomers and invoices re-typed between HubSpot and QuickBooks.
Keeps HubSpot and QuickBooks in agreement, routes real conflicts to the right person and recovers from outages.
- Integration admin
- Finance
- Sales ops
Overview: connection health and last night’s check.
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