Software that replaces your manual processes
Four types of workflow applications, each built to eliminate busywork.
Reconciliation Automation
Staff manually match transactions across bank statements, receipts, and books.
Transactions matched automatically. Staff only review exceptions.
- Multi-bank statement parsing — Chase, Wells Fargo, BofA, and more
- AI-powered categorization with confidence scoring
- Exception queue so humans review only what needs attention
Document Collection Portals
You email clients, they forget, you email again, documents get lost.
Clients upload through a portal. Automated reminders until they do.
- Branded upload portal with mobile camera support
- Automated email and SMS reminders on a schedule
- Staff dashboard showing who has submitted and who has not
Compliance Reporting
Someone manually fills out regulatory forms from messy source data.
Data extracted, validated against rules, reports generated automatically.
- AI extraction from handwritten and scanned documents
- 20+ validation rules catch errors before filing
- IRS and state-ready output formats
Custom Workflow Apps
You need a workflow app but off-the-shelf does not fit your process.
We configure an app around your exact workflow.
- Payment processing and splitting
- Role-based access and permissions
- Real-time dashboards and reporting
FairShare — a trip coordination and expense-splitting app — was built this way.
Talk to us about your workflowFrequently asked questions
How long does it take to build a workflow application?
Most applications are ready for pilot within 6-8 weeks. We start with your existing process and configure the software around it.
Do I need to change how my team works?
No. We build around your current process, not the other way around. The goal is to automate the repetitive parts while keeping your team in control of decisions.
What if my workflow does not fit one of these categories?
That is what Custom Workflow Apps are for. If you have a multi-step process that involves intake, processing, review, and output, we can probably build it.
Can I see a demo?
Yes. Tell us which process you want to automate and we will walk you through a relevant example.
What about security and data handling?
Every application includes role-based access controls, audit trails, and human oversight. See our Security page for details.
Tell us what's eating your team's time
We'll show you how it could work as software.