Each build is specific to your firm's workflow. No templates, no generics. I take on a small number of clients at a time.
A 401(k) plan statement reconciliation tool. Takes raw PDF statements from Empower and John Hancock, runs a structured five-question intake protocol, and exports a clean matched Excel workbook — every participant, every check row zeroed.
Built for retirement plan auditors. Currently in production.
I don't take an existing product and configure it for you. I build the software from scratch to match how your firm actually works — your documents, your naming conventions, your review process.
Software that fits your process needs to stay current as your process changes. When providers update their formats, when new edge cases appear, I update it — without a new project quote, without a change order.
You run it. I keep it running. Once the software is deployed, your team uses it without needing to think about what's underneath. When something changes — a new document format, a new provider — I update it.
The fastest way to get started is a phone call. I keep my calendar light so we can connect this week — no intake form, no automated reply, no runaround.
Call or text — I'll pick up.