Software built around your business, not the other way around.
When off-the-shelf tools don't fit, we design and build the system you actually need. One team takes care of everything, from the first conversation to launch, hosting and ongoing support. It's the same team that built MyCPACRM, Amortivo, Advisor CRM and our Inventory Management System.
Project plan · Client portal & CRM Week 6 of 12
Example project plan
From a single tool to a complete business system
Business systems
CRMs, ERPs, scheduling, job tracking and back-office systems designed around your exact process.
Client & partner portals
Secure portals where your customers, investors or brokers can upload, sign, view statements and send requests.
System modernization
Replace an ageing system with modern software that runs alongside the old one on your existing data until you're ready to switch.
Integrations
Connect banks, payment files, email, accounting software, cloud storage and the other tools you already use.
AI & automation
Let AI read statements and documents, code transactions, draft messages and suggest next steps, with your team approving the results.
Data migration
Move years of records out of spreadsheets or old software, with dry runs, duplicate checks and a preview before anything goes live.
A clear process from idea to launch
You always know what's being built, what it costs and when you'll see it. No surprises.
Discover
We meet the people who do the work and map how your business really runs, including the spreadsheets and workarounds.
Design
You see clickable screens and a written scope with pricing and a timeline before any code is written.
Build
We build in short cycles and show you working software every couple of weeks, so you can steer as we go.
Migrate & launch
Your data is imported with a dry run first. Where it helps, we run new and old side by side until you're confident.
Support & grow
Hosting, monitoring, backups, training and improvements as your business changes.
Many custom systems delivered. Four became products.
We've designed and delivered custom software for businesses across many industries. Some of that work proved so useful that we turned it into products other firms could use. Here are a few examples of what our team builds:
- MyCPACRM: deadline engine, reminders, client portal and AI bookkeeping for CPA firms
- Inventory Management: a full purchasing-to-invoicing system for a food distributor
- Advisor CRM: a legacy portal replaced with no downtime, reading dealer statements automatically
- Amortivo: trust accounting, CPA-005 bank files and investor distributions on one ledger
Accounting
Deadlines, documents, e-signatures
Distribution
Warehouses, lots, fulfilment
Wealth
KYC, households, holdings
Lending
Servicing, trust, investors
And many more
Custom CRMs, ERPs, client portals, scheduling systems and integrations for businesses in many other industries.
Modern, reliable technology
We use proven, well-supported technology so your system is fast, secure and easy to maintain for years.
Back end
Microsoft .NET, SQL Server and Azure SQL
Front end
React and TypeScript, responsive on any device
Cloud
Azure, AWS and managed Linux hosting with HTTPS everywhere
AI
Modern AI models for reading documents and automating routine work
Questions about custom projects
How much does a custom project cost?
It depends on the size of the system. After discovery we give you a written scope with a fixed price or a clear estimate, so you know the cost before we start building.
How long does it take?
Smaller tools can be ready in a few weeks. Larger business systems are usually delivered in phases over a few months, with working software to review every couple of weeks.
Who owns the data?
You do. Your data is yours, and we can provide exports at any time.
Can you take over or replace our existing system?
Yes. We regularly modernize older systems. We can build the new system on your existing database so both can run side by side until you're ready to switch.
Do you provide support after launch?
Yes. We offer hosting, monitoring, backups, fixes and ongoing improvements, delivered by the same team that built your system.
Tell us what you need built.
Share a little about your business and the problem you want to solve. We'll come back with ideas, a rough timeline and next steps, free of charge.