We build the systems your business runs on.
Systems and AI consulting for small and mid-size businesses. We connect your data, finance, and operations, automate the manual work, and put working AI inside the tools your team already uses.
Recent work. Real systems.
Client names stay private. Open any row for the story.
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They ran 30,000 resumes on spreadsheets and memory. We connected their CRM, their candidate database, and an AI layer, with one standing rule: every placed candidate becomes a business development lead. The firm's first AI-assisted placement followed.
Disciplines Applied AI, Integration Systems HubSpot, SQLite, Claude Outcome First AI-assisted placement -
They closed the books blind on inventory. We rebuilt QuickBooks with bills of materials and a repeatable physical count, surfaced a five-figure correction, and left an SOP for mass uploads that their team now runs on its own.
Disciplines Systems Systems QuickBooks, Transaction Pro Outcome Five-figure inventory correction -
Certified payroll, prevailing wage rules, and fringe rates were tracked by hand for each employee, so the back office grew with every hire. We moved payroll, benefits, and time onto one platform with the rules built in.
Disciplines Systems, Integration Systems Miter Outcome Payroll that scales without the back office
Four more systems
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Finance ran on exports and lookups. We built ten AI skills that do the work inside Excel: the monthly management package, revenue reconciliation, invoice coding. What took days now drafts itself, and a person reviews it.
Disciplines Applied AI Systems Claude, Excel Outcome Days of finance work, drafted -
Their transcription tool made tasks from every meeting: too many, none with judgment. We rebuilt it with context. It knows each person's clients, past conversations, and open work, drafts only the tasks that matter, suggests what to close, and holds it all for human approval.
Disciplines Applied AI, Automation Systems Fireflies, Claude, Jira, Make.com Outcome Daily check-in, not a standing meeting -
The same firm's project budgets lived in people's heads until the invoice went out. Their time system already had an API, so we built a custom MCP connector and a live dashboard on top: hours against budget by project, with overruns forecast while there's still time to act. No new platform. No per-seat licenses.
Disciplines Integration, Applied AI Systems BigTime, MCP, Supabase Outcome Overruns forecast in time to act -
Finance, legal, medical, and personal paperwork all landed in one inbox. Automated intake relabels every document, files it by topic, and groups what belongs together. For doctor visits and prescriptions it goes deeper, with a first-pass assessment ready before any decision that touches the family's livelihood.
Disciplines Automation, Applied AI Systems Claude, email intake Outcome First-pass medical assessment
Built by the operator who led the operation.
For a decade Jacob led operations teams at Lam Research, Qualcomm, and Elevate Semiconductor, owning supply chain, new product introduction, and the systems that let a business scale.
As Director of Operations and then Enterprise Infrastructure, he specified systems and waited on builders to ship them. That constraint is gone. Today he leads the AI practice at Apex CAS and builds the systems himself. The record above is recent output.
Speak both languages, finance and tech, and you don't hand off. You ship.
| Leading operations teams | 10+ yrs |
|---|---|
| 5G product line supported at Qualcomm | $1B+ |
| Output at the same headcount, via the S&OP process he built | 2× |
Four disciplines. One connected system.
Most companies don't have a technology problem. They have a connection problem. We design the system that closes the gap, then build it.
System architecture
Map how data, money, and work move through the business, then design the structure that holds it together.
- Operating-model design
- Source of truth
- Platform selection
- Reporting architecture
Automation
The reconciliations, copy-paste, and status chasing become a pipeline that runs on its own.
- Workflow pipelines
- Document and invoice processing
- Scheduled agents
- QuickBooks and ERP routines
Applied AI
Agents built on your data and processes, inside the tools your team already opens every day.
- Research and lead scoring
- Financial memo and variance
- Contract and document review
- Claude-based workflows
Integration
CRM, finance, BI, and communications connected, so a number entered once is right everywhere.
- CRM builds (HubSpot)
- Finance and CRM sync
- Power BI dashboards
- Comms and calendar wiring
In the stackHubSpotQuickBooksClaudeExcelPower BIMCPSupabaseMake.comJiraFirefliesMiterBigTimeSQLite
Let's find the one system worth fixing first.
Tell us where the work piles up. We'll show you something that works.