How a $5M DTC company actually runs its books
A teardown of a real client's AP, AR, and month-end stack. What was broken, what we kept, what we ripped out. AI shows up exactly twice.
We take the slow, manual parts of your business and replace them with AI that does the work.
We rebuild the recurring work that lives across inboxes, spreadsheets, CRMs, finance tools, docs, and approvals. These are the most common places it shows up first, but the scope follows the bottleneck.
Three recent engagements. Numbers verified with the client. Every one is in production today, run by the client's own operators.
"We came to them with one process to fix. They pointed out three others during the diagnostic and shipped the ones that made sense. The AP team isn't buried in invoices anymore."— Founder · Natural Heroes
"The Monday-morning scramble just does not happen anymore. The team starts the week reviewing reports instead of building them from scratch."— Founder · Leverage With Media
"They built our Ops O.S. in three weeks. What I notice now is our KAMs aren't tired the same way — the work that used to eat the day just runs in the background."— Founder · 4D-Finance
Most AI projects fail because they start with the tool instead of the bottleneck. We map how the work actually moves, where it gets stuck, and what fixing it is worth before writing a line of code.
We've built and scaled companies, run PM and ops inside fast-growing teams, and lived through the back-office breaking points that appear when growth outruns systems.
AI is not the product. Operational leverage is. We use AI to encode the judgment, routing, drafting, reconciliation, and follow-up work that used to require humans in the loop.
On every engagement, you work with people who understand the function being fixed, not just the tools being used. No generic implementation handoff. No automation for automation's sake.
Hours saved only matters when it changes the business. We define the KPI before the build: faster close, higher volume per head, cleaner pipeline, fewer handoffs, or growth without extra hires.
Code in your repo. Models in your account. Documentation your team can read. When we leave, your operators can run the system without us.
A four-phase loop, ten weeks median. We work in the open — you see the diagnosis, the commits, the AI system shipping into production, and the day we hand the keys to your team.
Two weeks. We sit inside the ops seat, talk to your team, look at the data, and find the bottleneck that's strangling growth.
Senior operators ship the fix as an AI-native system. Working prototype in week one of the build phase. Production by the end. AI carries the manual follow-up, drafting, routing, and reconciliation that used to need a person.
We run it with you. Sit in your standups, answer Slack at 2am the first week, watch the metric move. Tune what needs tuning until the KPI we agreed on is hit.
Your operators run it. We document the entire system, train your team on it, and step out. Optional retainer for the next fix — but never required.
Still have one? Book a free diagnostic and we will answer it on the call.
Tell us one operation that's costing you more than it should. In 30 minutes you'll leave the call with (1) a rough diagnosis, (2) a fix-now / fix-later / leave-alone read, and (3) no obligation.