Case study · 01
Consulting Operations
A small consulting firm running on spreadsheets, email threads, and QuickBooks, where month-end close meant days of reconciliation and a lot of crossed fingers. We built the system that replaced all of it.
The objective
The firm needed to stop fighting their tools. Timesheets lived in email. Invoices lived in QuickBooks. Project budgets lived in spreadsheets that only one person understood. Every month, someone had to pull it all together manually and hope nothing got missed.
The strategy
We built a single platform that follows the money from start to finish. Consultants submit time through a simple interface. That timesheet flows into billing, generates invoices, and updates project budgets automatically. When payments come in, they reconcile against the bank feed. No more chasing down hours in email. No more reconciling three systems at month-end. Consultants can see their own earnings, project hours remaining, and billing status without asking anyone. We kept manual checkpoints where leadership wanted them: executive review before invoices go out, final sign-off on consultant payments. The system does the work; humans make the calls that matter. It watches the money move, too. Bank transactions flow in daily and categorize themselves through a three-pass pipeline (saved rules first, then learned history, then AI for whatever is genuinely new), and tax-withholding compliance is built into consultant payments from day one. Hours, invoices, bills, and bank activity reconcile in one place, with role-based access so consultants see their own world and leadership sees everything.
See it in action
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Take a look at how we’ve helped other businesses consolidate tools, automate manual work, and build operations that scale.
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Success that sticks
Let’s work together
Getting your operations right takes work, but you don’t have to figure it out alone. Let us know what you’re dealing with, and we’ll help you find the path forward.
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