One ledger drives the pipeline, revenue, cash and profit. A signed proposal opens the deal and the work order on its own, and the bank feed brings in every payment daily.
The first version had 16 separate tables and no single record for a person. Money lived in three places that drifted apart.
Payments were dated the day the deal was signed, so the back half of a project landed in the wrong month. Expenses and bank rows were typed in and sorted by hand.
Deals and payments feed revenue, cash, what's outstanding and profit, so no two screens can disagree.
A signed proposal creates the deal, the work order and its checklist with nobody touching it.
The bank syncs every day and suggests which payment matches which unpaid installment. An owner confirms each match.
Payments are dated the day the money arrived, so the back half of a project shows up when it's actually paid.
The demo runs the real software on invented data.
The software does part of the work at 4 of 4 steps. An owner still confirms every payment match.
The rebuild carried every record across untouched, checked before and after, and the daily bank sync has pulled every row it was given. The business runs on it every day.
Proven services underneath, so the client owns the system and nothing is locked to us.
We'll build the ledger your business actually runs on, then wire your proposals, payments and bank into it.
Start with an AI audit. We'll map which system to build first.
