Owner-operators.
You run the business and the books are one more thing on the list. You want the weekly and monthly work to take less of you, without hiring.
AI setup
AI set up around your business.
Most owners have tried an AI chat window and got a smart answer they couldn't use twice. The setup is what makes it useful: a workspace that knows your business, instructions that hold from session to session, and skills for the work you repeat. It works the same for a bookkeeper or a small firm as it does for an owner.
Who it's for
Solo professionals and agents.
Real estate, consulting, a shop or a salon. One person, lots of repeat work: follow-ups, scheduling, the numbers at month end, the note to a client you've written a hundred times.
Small accounting teams and firms.
You want the tool set up right once, with guardrails, so the team uses it the same way and the numbers stay yours.
What you get
A workspace built around your files.
Folders that match how you work, and a one-page instruction file so the AI knows your business, your tools, and your rules every time you open it.
Your first two or three skills.
A skill is a repeatable job written down once: the weekly pay list, the Monday report, the inbox triage, the reminder emails. You run it by name.
A guided setup session.
Sixty minutes on your own machine, working your real tasks, not a demo.
Support that fits.
Some owners want me there on day one and a check-in every week for the first month. Others want a check-in after thirty days and email help whenever a question comes up. We set the plan that fits you.
Guardrails where money is involved.
Where finance is involved, the numbers are computed and tied to source before AI touches them. AI drafts, summarizes, and checks. It doesn't make up a figure.
How it runs
Intake
A short questionnaire on your business, your tools, and the tasks you repeat.
Build
I build the workspace: folder structure, instructions, and the first two or three skills.
Guided setup
A 60-minute session on your own machine, working your real tasks.
Support that fits
Some owners want me there on day one and a check-in every week for the first month. Others want a check-in after thirty days and email help whenever a question comes up. We set the plan that fits you.
See it work
Four examples on the three sample companies from the work samples. Every screen is example output on fictional data.
Redbud Property Group
Monday morning inbox
Eight messages sorted, two replies drafted, three flagged for a person.
Open the example → Redbud Property GroupLeasing scoreboard
One agent, one week, every activity with a point and a dollar value.
Open the example → Meridian Outdoor GroupThis week's pay list
The rules pick what gets paid, the odd bills get flagged, the note to the bookkeeper is written.
Open the example → Northline CreativeWho owes us
Open receivables by who's late and who's slow, with the reminder already drafted.
Open the example →Questions people ask
Do I need to be technical?
No. If you can use email and a folder on your computer, you can use this. The setup and the session are built for people who aren't technical.
Which AI is it?
Claude, by Anthropic, in its desktop app. It works from files on your computer and from skills written in plain English, which is what makes the setup hold from one session to the next.
What does it cost?
Every setup is scoped on the first call, which is free. You'll know the price before anything starts. The Claude subscription is yours, in your name.
What can it see?
Only the files and folders you connect to it, and we go through exactly what that is in the first session. Nothing about the setup requires giving anyone else access to your books.
The numbers are computed and tied to source before the AI touches them. The AI drafts, checks, and explains; it doesn't make up a figure.