Data entry
Stop retyping the same information into two or three different places.
For example: new job details go from a web form straight into your schedule and your spreadsheet.
Dallas, TX
Get your hours back from the office work that never ends.
We set up simple systems that handle the repetitive parts of running a business, like typing numbers from one place into another, building the weekly report and chasing invoices. You get fewer mistakes, faster answers and more time for the work that pays.
- Hours back each weekThe computer does the copy-and-paste, not your team.
- Fewer errorsSame steps, done the same way, every time.
- Faster answersKnow where the numbers stand without waiting on a report.
What we automate
If someone on your team does the same task on a computer every day or every week, there's a good chance it can run on its own. We work with the tools you already use, like Excel, QuickBooks, Google Sheets, email and PDFs.
Bookkeeping
Keep your books current without a pile of receipts at month end.
For example: sorting transactions, matching payments to invoices and preparing a clean file for your accountant.
Excel workbooks
Turn the spreadsheet only one person understands into one anyone can use.
For example: a job-costing or estimating workbook that fills itself in and checks its own math.
Reporting
Get the weekly or monthly numbers without spending a morning building them.
For example: a sales, jobs or cash summary in your inbox every Monday.
Quotes, invoices and follow-ups
Send quotes faster and stop leaving money on the table.
For example: a quote goes out the same day, and a friendly reminder follows if an invoice goes unpaid.
Documents and PDFs
Pull the numbers out of PDFs, statements and forms without copying them by hand.
For example: vendor invoices or bank statements turned into a clean spreadsheet.
Any repetitive work
If it follows the same steps every time, tell us about it.
Not sure if yours counts? That's what the free call is for.
How it works
No long contracts, no new software for your team to learn unless it makes sense.
Free 20-minute call
Tell us what eats up your week. We'll be straight with you about whether automation will help.
We map one process
We pick one task and write down how it works today, step by step, so nothing gets missed.
You get a fixed quote
One price, agreed up front, with what's included in plain words. No hourly meter running.
We build it, you keep it
We set it up, test it with you and show your team how it works. It's yours to keep.
For real estate investors
Texas multifamily underwriting and due diligence
Send us the seller's rent roll and T12 and get back a clean, organized deal file with the questions worth asking before you make an offer.
- Rent roll and T12 cleanup, tied back to the seller's totals
- Texas property tax reset: what taxes could look like after the sale
- Flood zone check
- Opportunity Zone check
- Area demographics
- Red flags and questions for the seller
Output can be delivered in your own model or template. Pricing is quoted per deal.
Ask about a deal
Questions
I'm not a computer person. Is this for me?
Yes. You don't need to know anything technical. You explain how the work gets done today, and we handle the rest and show you how to use it.
Do I have to switch software?
Usually not. We start with the tools you already have, like Excel, QuickBooks, Google Sheets and email.
What does it cost?
Every job gets a fixed quote after we map the process, so you know the price before any work starts. The first call is free.
What if something breaks later?
We'll show you how it works when we hand it over. If you'd like help keeping it running, we can talk about ongoing support.
Is my data safe?
We only use the access a job needs, and we'll tell you exactly what we're connecting to before we start.
Let's find your first few hours back
Send a short note about the task that takes up the most time. We'll reply to set up a free 20-minute call.
Email to book a free callTalk soon,
Jan