Below are examples of custom solutions we have built for our clients. While each tool can be used independently, they can also be bundled together into one larger cohesive ecosystem. Whatever your unique needs, we will work with you to develop the exact combination of tools to help your business thrive.
Instead of manually typing in transactions at months end or relying on a stack of receipts to know where your money went last month, we build tools where all you need to do is copy and paste in the downloadable transaction logs from your bank(s), classify any new clients/vendors, and the tool will automatically build out a summary of where your money came in from, where it went, complete with both tables and charts.
For even more visibility over your spending you can even opt for additional features like assigning transactions to specific clients or as general expenses.
Whether it be because you are a lender / landloard or a business owner looking to take on new debt obligations, we build tools that allow you to compare all aspects of loans from the amount of additional interest you pay over different terms, to time to repayment, including the ability to see how one-time or recurring lump sum payments impact the amortization of the debt.
These can be configured using simple or compounding interest, with different payment frequencies and overall durations.
If you are a photographer, DJ, or anyone who deals with having equipment split over multiple locations, this tool gives you full control over where your inventory is at all times. By being able to check equipment in or out, you will always know where your equipment is, and if you need to reserve specific equipment for upcoming events you can assign those pieces to events in advance so that you don't accidentally find yourself double booked on a critical piece of equipment.
This can be configured with unlimited storage locations and the ability for multiple people to be checking equipment in/out at the same time by using real-time data to manage your inventory.
Whether you are just getting started or wanting to expand operations, having a tool that allows you to project income and expenses over time is a great way to check for how viable something like upgrading equipment or hiring more staff really is. Both income and expenses can be scheduled at recurring intervals (monthly, quarterly, annually, etc...) based on the actual frequency and timing of your business, and you can see your runway as many years into the future as you like.
This tool can be customized with scenario planning features like running optimistic/pessimistic alternatives alongside baseline projections.
While writing quotes and invoices by hand works for the most part, having a tool where you can create and manage a catalogue of your products and services and use those lists to generate your quotes and invoices means you now have a consistent and quick way to build, track, and review not only your pricing but also which of your offerings is bringing in the most business.
This tool can be customized with your businesses logo, color palette, and additional details like payment terms or return policies.
With this you can leverage customizable planning options like weekly or daily hour limits, coverage calculators, and monthly overviews to make sure your staff is always in the right place at the right time. With additional features like vacation planning and availability limits, you can give employees visibility of their upcoming schedules and give yourself an overview of your entire business all in one place.
Additional features such as a clock-in/clock-out system can also integrated with this tool to support payroll summaries and break calculations.