What we do
Two things we do.
Workflow Automation
Fixed fee. Fast result. This is where we start.
- ▸ Excel and Google Sheets automation. No more manual monthly reporting.
- ▸ Custom reporting pipelines from EMR, CRM, and point-of-sale exports
- ▸ Internal dashboards built for your actual operational data
See it in action
Demo video: drop demo-tom.mp4 in /public
Examples
Recent Work · Wellness clinic, Pittsburgh · January 2026
EMR reporting automation for a wellness clinic
Problem
Hours every month building an EMR report by hand. Repetitive, error-prone, and pulling time away from running the clinic.
What we built
A local tool that reads the EMR export and generates the report in one run. No cloud. No patient data leaves the office.
Results
- ▸ Hours of manual work reduced to one click
- ▸ Zero patient data touches the cloud
- ▸ Output verified against manual reports
Illustrative Scenario · Suburban Pittsburgh mortgage broker
Client follow-up automation for a two-person mortgage shop
Problem
A two-person shop that closes loans but goes quiet after. Anniversaries, PMI openings, and expiring pre-approvals were all manual and mostly skipped.
What we built
A follow-up system the broker owns outright. It sends from their own Microsoft 365, runs on a Google Sheet they control, and fires the right touch automatically across ten campaigns.
Results
- ▸ Touches fire on schedule, nothing relies on memory
- ▸ Every send logged and compliant (TCPA, CAN-SPAM)
- ▸ No monthly software bill. They own it all (~$25/mo, paid direct)
Custom Data & AI Tools
Priced on outcomes. We grow when you grow.
- ▸ Customer health and risk scoring from your order history
- ▸ Weekly dashboards that tell your team who to call this week
- ▸ Tools that surface what is hidden in your spreadsheets and exports
Examples
Illustrative Scenario · Regional commercial print shop
Customer health scoring for a regional print shop
Problem
Eight years of order history, flat revenue, no way to tell which customers were at risk or had room to grow.
What we built
A customer health score (growing / stable / at-risk / churned) and a weekly dashboard showing which accounts to call this week.
Results
- ▸ At-risk accounts visible 6 to 8 weeks early
- ▸ Top 20% of scores drive 68% of revenue
- ▸ 3 at-risk accounts re-engaged in 90 days