AI that gives your back office its hours back.
Proven automation solutions and internal tooling for the office of the CFO, the office of the CHRO, and the operations beneath them - built for mid-market companies and the portfolio companies of Southern California’s investment firms.
Enterprise Power. Local Impact.
AI's greatest potential isn't in corporate giants—it's in helping our local business community thrive.
WHERE WE WORK
Three places we make the weight feel lighter.
Office of the CFO
Automated month-end close, AP/AR, board-pack generation, and FP&A copilots - so finance plans the month instead of surviving it.
Office of the CHRO
Onboarding, payroll operations, and policy assistants on clean people data - so HR spends its hours on people, not paperwork.
Back-Office Tooling
Document workflows, internal copilots, and integrations wired into the tools you already run. The unglamorous work, automated.
THE FOUNDATION
One source of truth.
Before the dashboards. Before the AI
AI and dashboards are only as good as the data beneath them. We unify your scattered tools and spreadsheets into one clean, governed foundation — so every report and every model runs on the same current, trustworthy numbers.
HOW WE WORK
Understand it. Build it. Run it.
01
Understand
We survey the operation — the systems, the spreadsheets, the hand—offs nobody documented — and map exactly where the time and the data leak out. No jargon, no boil-the-ocean roadmap.
02
Build
We unify the data, then architect and build the AI tooling and automated workflows on top of it — wired into your stack. You see working software in weeks, not quarters.
03
Run
We stay on to operate, tune, and hand over the controls, with the foundation in place so the next thing you automate is easier than the last.
120 hrs
RETURNED/MONTH
Quiet results, measured.
30-60
DAY DEPLOYMENTS
1
SOURCE OF TRUTH
MID-MARKET
Real Operations, lean teams.
$25M—$500M in revenue, doing serious work without a hundred-person IT department. Enterprise-grade automation, sized for how you actually run.
PRIVATE EQUITY
Portfolio Companies, SoCal.
A repeatable back-office stack you can deploy company by company — operating leverage that shows up in the numbers.
Let's Work Together