Free · 3-5 days · No obligation
AI Opportunity Audit
We map your operations, find the highest-ROI automations, and hand you a ranked plan with payback math. Yours to keep, whoever builds it.
No obligation. No follow-up sequence.
internal operations automation
The hub where your reporting builds itself
Your numbers assembled from the tools you already run, reports written on schedule, exceptions flagged. 2x ROI in 90 days. Or we work for free.
Teams we build forFediUBC SauderMerchant House CapitalPicton InvestmentsCampbell Froh May & Rice LLPBarnaklHungerfordBreez
The problems this solves
01
Your numbers live in five tools.
Revenue in one place, hours in another, pipeline in a third. The truth requires four logins and an afternoon.
02
Reporting eats Fridays.
Investor updates, client briefs, board packs. Senior hours spent formatting, not thinking.
03
Approvals die in Slack.
Asked, lost, re-asked. The thread scrolled away and the invoice sat for a week.
04
The owner has no glance view.
You find out a metric slipped when somebody mentions it. A month late.
05
The process lives in one person's head.
When they're out, things stop. When they leave, things break.
What we build
01 · Connections
The hub reads from the tools you already run. Nothing gets re-keyed.
02 · Metric assembly
Numbers collected, reconciled and stored in one place on a schedule.
03 · Report generation
Investor updates, client briefs and board packs assembled automatically. The numbers come from systems; the narrative is drafted around verified figures.
04 · Approvals
Requests that track themselves: asked once, visible until answered, escalated when stuck.
05 · Owner dashboard
The glance view. Every number that matters, current, in one screen.
06 · Exception alerts
When a metric moves outside its range, Slack tells you the day it happens, not the month after.
What's included
- Connections to your existing tools and one reconciled data store
- Report templates for the documents you actually send
- Owner dashboard plus exception alerting
- Training, monitoring and quarterly iteration. Cancel anytime
Weeks, not quarters.
How the full engagement works01 Discovery
WEEK 0
02 Prototype
WEEKS 1-3
03 Deploy & train
WEEKS 4-8
04 Run & improve
WEEK 9+
The tools behind it
See the full stackSupabase
The single reconciled store every report reads from.
Modal
Scheduled pipelines that collect and assemble without servers to babysit.
Claude
Narrative assembly around verified figures. The model writes; the systems supply the numbers.
Slack
Exception alerts and approvals where your team already lives.
n8n
Connectors for the long tail of tools.
Questions? Straight answers.
Also built here
Three ways in
Three ways in. No long discovery.
Paid · Fixed scope
First Build
One high-ROI system, built on your real data and deployed in your stack, with your team trained to run it. Fixed scope. Quoted after the audit. Covered by the 2x ROI guarantee.
Scope my first build
Paid up front. Cancel anytime after.
Free · 15 min
Intro Call
Fifteen minutes with James, not a sales rep. Bring your worst bottleneck, leave with a straight answer.
Book 15 minutes
No pitch deck.
Every first build is covered: 2x ROI in 90 days. Or we work for free. Read the full terms
Start free. Know your number in five days.
A 3 to 5 day audit of your operations, ending in a plan with the ROI math attached. No obligation.