For operators whose business doesn't fit a vertical brochure.
Multi-unit retail. Light manufacturing and distribution. Real estate portfolios. Holding companies running three different entities under one team. We work with operationally complex businesses whose problem isn’t industry, it’s architecture.
Three LLCs. Five properties. Two product lines. The 'system' for keeping them straight is a Google Drive folder hierarchy, a chart of accounts that grew tabs every year, and the founder's memory. New hires need a verbal walkthrough. Reports require a CFO who's been there long enough to know which entity owns what.
The COO reconciles between entities. The owner reformats financial statements for the bank. The bookkeeper hand-allocates expenses across three sets of books because the accounting platform doesn't support it cleanly. Everyone is doing two jobs. One of them is plumbing.
Sales by location, by product, by entity, by month — exist somewhere, in three reports, with three answers. Reconciliation is a person. Operational dashboards are a screenshot in a Slack channel. The business is profitable but the picture is blurry.
A POS system because the old one died. A field app because the techs needed something. An inventory tool because Excel finally broke. None of them were chosen as a stack. They were chosen as a patch. Now they don’t talk and the bridge is a person.
You probably need two or three of these on day one. We tell you which on the audit call.
Claude wired into your operational records, vendor communications, and internal documents: classifying inbound work, drafting communications across multiple entities in their respective voices, summarizing operational reports into entity-specific exec briefs, surfacing patterns across locations or product lines that no human had bandwidth to notice.
One database where customers, vendors, locations, entities, products, properties, and transactions live once — with the entity, location, and category dimensions modeled at the row level so every report can be cut by them. Multi-LLC, multi-location, multi-entity reporting becomes a query, not a Saturday.
Make.com or n8n routing work across the patchwork: POS to inventory to accounting; field app to dispatch to billing; vendor portal to AP to entity allocation. Every leg logged. The bridge between systems stops being a person who can’t take a vacation.
Multi-entity accounting allocation rules written down and run automatically. Inter-company transactions reconciled. Per-entity, per-location, and per-product profitability rolled up to one consolidated dashboard. The CFO who used to spend two days a month consolidating gets two days back.
Where we don’t already know your platform, we ramp in 1 to 3 weeks and quote that ramp honestly. We’ve never told a prospect their stack was too weird to work with.
QuickBooks Online, Xero, Sage Intacct, NetSuite (limited)
Square, Lightspeed, Toast, Shopify POS
AppFolio, Buildium, Yardi (read-only), Stessa
Cin7, Katana, Sortly, Airtable
Anthropic Claude, OpenAI, Google Gemini
Make.com, n8n, Supabase, Airtable, NocoDB
The three LLCs, the five locations, the two product lines that share an inventory but don’t share a P&L. We’ll draw your current architecture on one page and tell you what we’d build first.