For accounting and advisory firms
Staff projects in minutes,
not days.
One screen reads the systems you already use, ranks your whole team for every job, and tells you why. Half a day of staffing becomes fifteen minutes. Built in about three weeks, and it is yours to keep.
Trusted by non-technical builders at
Sound familiar
One person holds the whole schedule in their head.
- One person knows who is free, who is good at what, and who works well with each client. All of it lives in their head.
- Staffing a week takes three or four hours, and most of that is thinking, not typing.
- When that person takes a real vacation, staffing waits until they get back.
- You find out somebody was under-booked after the month closes. Too late to fix it.
- Senior people spend their week on admin work instead of client work.
- Clients have started asking what they are paying for, now that software does the basic parts.
What we build
One screen instead of six.
We build one screen that reads your practice software, your time system, and your calendars. When a job needs staffing, it ranks every person on your team and shows you who fits.
It looks at who is free, who has the right skills and licenses, who has worked with that client before, who is behind on hours, and who is about to take time off. Then it writes one plain sentence saying why it picked each person. A human still says yes or no. Nothing gets assigned behind your back.
Once you approve, it does the setup work too. The calendar entries, the project record, the client email, the internal note. That is the part that used to take fifteen minutes for every person on every job.
What it reads
Your tools stay. Nothing gets ripped out.
What you get back
- A week staffed in about fifteen minutes
- One plain sentence explaining every pick
- The setup work done for you after you approve
- Who is over and under booked, before the month closes
- Staffing that still runs when one person is on vacation
What happened last time
A 100-person consulting firm ran staffing for more than 200 live projects out of six tools and one manager's head. Half a day, every session. We built their system in about three weeks, with one person building. Now it takes fifteen minutes and the practice runs on it. They own the code. After we left they added two more tools onto the same foundation themselves.
to staff a session
tools behind one screen
to build it
How it works
Four steps. About three weeks.
Three weeks is fast because this is our specialty. Most of the work is fitting a system we know well to how your firm actually runs, instead of inventing one from scratch.
A short call
Twenty minutes on the one job that eats the week. You get a written scope and a fixed price in three business days.
We watch you work
We sit with the person who does the job today and write down the rules, including the ones nobody wrote down.
Something real to use
Working software on your own data by week two. You react to a real thing while it is still cheap to change.
We hand it over
Logins, permissions, documentation. We train your team, pick an owner with you, and give you the code. Then you decide whether we go or stick around for the transition.
After we build it
You own it. We go when you say so.
Most firms have been burned by software they cannot change without calling somebody. This is the opposite of that. We write the documentation, train your team, and pick an internal owner with you. Then we hand over the code and the logins. It runs in your systems, under your accounts.
What happens next is your call, not ours. Some firms want us gone the day it works. Some want a few months of cover while their people get comfortable. Both are fine, and you decide after you have used it.
We hand it over and go
Documentation, training, and an owner on your side. You have the code and the accounts. Nothing to renew and nobody to call.
We stay for the transition
One to three months alongside your team while they take it over. We answer questions, fix what busy season exposes, and step back when your owner is ready.
You keep a line to us
A Slack channel and quick answers when something breaks. Not monitoring, and not a contract to iterate on software you already own.
You pick at the end, once you have used it. Not now.
Free, and useful either way
Tell us who your firm cannot schedule without.
That is the whole first conversation. Twenty minutes. We map what that person is holding, what it costs you in hours, and whether software actually fixes it. You get a one-page write-up either way.
- Twenty minutes, and we do not pitch you on the call
- You get the write-up whether or not we work together
- If software is the wrong answer for your firm, we will say so
- If it is the right answer, you get a written scope and a fixed price in three business days
No slide deck. No sales team. You will be talking to the person who does the building.
FAQ