01 / 04
Dockline
AI drafted this PO: approve po over $25,000 limit.
RequisitionsRFQs & QuotesPurchase Orders
New service line
We build the system that does your busywork.
Custom CRMs, integrations, and AI agents that run your operation, not another dashboard someone has to remember to check.
Brands we've worked with
Industries
Drag the line. See the before.
Every industry has its own version of the same problem: work that depends on someone remembering to do it by hand.
Before
Loan applications tracked across three spreadsheets
Underwriters re-keying the same data into two systems
Status updates to borrowers sent manually, hours late
Runs 24/7
Every application lands in one pipeline, auto-scored on intake
Underwriting data synced to your core system in real time
Borrowers notified the moment their status changes
Underwriting that doesn't stall waiting on a spreadsheet.
Talk to us about Fintech & lending →What we build
Five layers. One system that runs your business.
LIVE TRACE · LEAD #4812T+140ms
Stripe, QuickBooks, Gmail, Twilio, Shopify, Slack, wired directly into one system with no manual exports.
→ Synced 6 integrations140ms
StripeQuickBooksGmailTwilioShopifySlack
30+
Projects delivered
25+
Clients served
20+
Happy clients
See it in action
Four interactive demos.
Illustrative concepts showing how this kind of system works, not real delivered client projects.
02 / 04
Meridian
AI underwriting summary: approve loans over $100,000.
ApplicationsUnderwritingApprovals
03 / 04
CareBridge
AI did this: approve referral for scheduling.
ReferralsInsurance VerificationScheduling
04 / 04
Docketline
AI did this: approve engagement letter.
IntakeMattersConflict Checks
How we work
From first call to go-live, with no surprises.
Fixed scope, fixed price, and a working demo every two weeks.
01
Discovery call
A 30-minute conversation about where your team's time actually goes: the spreadsheets, the inboxes, the manual handoffs.
02
Workflow audit
We map your real process end to end: every system, every handoff, every place a human is doing a machine's job.
03
System blueprint
A concrete plan for what gets built: the integrations, the custom CRM, the workflows, and where AI agents actually help.
04
Build & integrate
We build against your real systems, not a demo environment, with a working version to review every two weeks.
05
Launch & support
We stay on after launch, monitoring, fixing, and tuning the system against how your team actually uses it.
FREE 30-MINUTE WORKFLOW REVIEW
Give us 30 minutes. We'll hand back hours every week.
No pitch deck. We'll look at how your team actually works and tell you, honestly, what's worth automating.
No pitch deck. No obligation.
Your week, after Brewnbeer+0.0 hrs freed
MON
Chase overdue invoices
Close Q3 proposal
TUE
Re-key leads into CRM
Client strategy call
WED
Sort support inbox
Ship feature review
THU
Update spreadsheet status
Plan next sprint
Handled by system Time back for real work
Finally home for dinner.