The Workshop
Where we make the tools your finances run on.
Projects with a start and a finish. Sometimes that is a back office set up from nothing. More often it is a tool you already pay for that nobody set up right, two systems that should talk and do not, or something that has to be built because it does not exist yet. You can hire us for this on its own, whoever does your accounting.
Showing for
The spectrum
Find the rung you are standing on.
You do not have to start at the top. Most of the value early on comes from fixing what already exists, and the later rungs are easier once the earlier ones hold.
One
Make what you already use work properly
The spreadsheet everyone depends on and nobody trusts. We clean it up, structure it, and harden it so it stops breaking when a row moves or a new month starts.
Two
Connect the systems you already pay for
Your accounting platform, payments, payroll, and point of sale talking to each other, so nothing is typed in twice and nobody compares two systems in a third spreadsheet.
Three
Automate the repetitive work
Bills read and categorized as they arrive, sent to the right person to approve, and the bank checked overnight instead of waiting for someone to start it.
Four
Build what does not exist
A client was hand-keying handwritten paper timesheets into their payroll system. We built an app that uses image recognition to read the handwriting and turn it into data that imports straight into payroll. Nobody types them in now.
Rung two, drawn out
Connected systems stop asking people to be the glue.
Online store
Orders sync nightly
Payments
Deposits matched
Payroll
Journal posts on run
Bank
Feeds reconcile daily
Ledger
One source of truth
Illustrative example. Systems vary by client.
The shapes it usually takes
The engagements we are asked for most.
LUCA Launch
A new business's back office built from nothing, in order: entity filing, registrations, books, banking, and payroll, then handed into ongoing service.
See LUCA LaunchBusiness Intelligence
Dashboards and KPI views built from the numbers you already have, updated without anyone assembling them by hand.
See Business IntelligenceSpreadsheet Optimization
The file everything depends on, rebuilt so it stops breaking and stops living in one person's head.
See Spreadsheet OptimizationIntegrations and Implementations
A new platform set up properly and wired into everything else you run, so data moves on its own.
See Integrations and Implementations
What that looks like
Where we usually start
Process mapping and documentation
We sit with the people doing the work and write down what actually happens, step by step. Almost every engagement finds work being done twice and a handoff nobody owns.
AP automation
Bills captured, categorized, sent for approval, and paid on a schedule. We set it up and then run it, so it stays working after we build it.
Ramp implementation
Cards, spend policy, receipts, and approvals in one place, wired into your accounting so each purchase is categorized when the card is swiped.
Systems conversion and migration
Moving to a new accounting system without losing history, with the chart of accounts rebuilt the way you will want to report on it next year.
Next
Start with the step that costs you the most hours.
Tell us what your team does by hand every month. If what you need is recurring work instead, that lives in Accounting HQ.
Show us the task your team dreads every month.
We will tell you whether it can be automated, what it would take, and what we would leave alone.
Get Started