The most profitable firms automate.
(And the fastest-growing ones too.)
We help them laugh when regulators call, scale without adding headcount, and go home earlier every day.
“[Joe] delivered when he says he would, flagged risks early, and kept stakeholders in the loop with clear updates.
“He elevates the team by proposing pragmatic process tweaks and fostering a culture of quality.”
Andre VanierCEO at Perceptive Panda
How we can help you work less and get more done
Who we are and why we can help
- We have unrivaled experience in the marriage of finance & technology. Founded by a former investment advisor turned software fanatic with multiple exits, we’ve helped to grow RIAs, traditional companies, and startups.
- We build amazingly effective automations to replace manual processes, and then put our money where our mouth is through no-penalty, month-to-month contracts forcing ourselves to keep you delighted.
- We write testable & battle-tested code, some of which is still operating virtually untouched since 2008. If you can’t rely on your system, it’s not an asset – it’s a major liability.
What’s your goal here today?
1. Hire us to grow your business
We’ve automated everything from inter-company accounting transactions to KYC & onboarding to real-time SEC filing monitoring. To discover how we can help grow your business:
- learn about our approach to safe, reliable software development,
- view our services to understand our process for assessing whether or not we are a fit for your business, or...
Schedule your FREE strategy session
2. See how automation helps
We now post regularly on our blog. It’s a completely free resource where we post in-depth articles and insights into technology, automation, and business.
If you’re looking for more bite-sized content, follow us on X. We share quick tips, updates, and insights to help you stay informed about the latest in automation and technology.
3. Contact us
We’re located in Louisville, Kentucky and help businesses across the US; so, let’s chat!