Industries
Industries we help.
We started in the businesses our founder has run for 20 years: manufacturing, logistics, wholesale and e-commerce. The same problems show up in every operations-heavy business: too many spreadsheets, too much copying, and numbers nobody trusts.
Products, wholesale and retail
Wholesale and distribution
Purchase orders, inventory, quotes and collections for distributors on thin margins.
See tools →E-commerce and online retail
Profit by item after fees and ads, inventory plans and fee audits across every channel.
See tools →Consumer products brands
Margin by retailer and channel, retailer POs, forecasts and one scorecard for the team.
See tools →Retail stores and chains
Daily sales by store, reorder and transfer plans, supplier invoices and store targets.
See tools →Importers and sourcing companies
Landed cost with freight and duty, factory and shipment tracking, supplier invoice checks.
See tools →Food and beverage
Recipe and batch costing, order entry, shelf-life inventory and daily sales reports.
See tools →Beauty and cosmetics brands
Inventory by shade and size, retailer POs, launch tracking and cost per unit.
See tools →Jewelry and diamond companies
Inventory and memo tracking, cost by piece with metal prices, quotes and retailer orders.
See tools →Licensed products and brand licensing
Licensor approvals, royalty reports, contract dates and sales by property.
See tools →Apparel and fashion brands
Costing, samples, production dates and inventory by style, color and size.
See tools →Manufacturing and logistics
Manufacturing
Quotes, job costing, job status and back-office entry for small and mid-sized plants.
See tools →Print, packaging and promotional products
Fast custom quotes, artwork submissions, proof and job tracking, true job costs.
See tools →Logistics, 3PL and warehousing
Client billing checks, carrier invoice audits, order status and daily operations reports.
See tools →Freight brokers and trucking
Load tracking, paperwork entry, carrier and fuel invoice checks, faster payment.
See tools →Building and real estate
Construction and trades
Estimates, job boards, supplier invoices, change orders and getting paid on time.
See tools →Building services and facilities maintenance
Service requests, technician job boards, repair quotes and invoicing.
See tools →Property management
Maintenance requests, work orders, rent follow-up and owner reports.
See tools →Real estate brokerages and developers
Deal and project tracking, document collection, commissions and investor updates.
See tools →Architecture, engineering and design firms
Fee proposals, project and phase tracking, submittals and utilization.
See tools →Professional and financial services
Law firms
Client intake, deadline tracking, first drafts and billing follow-up.
See tools →Accounting and bookkeeping firms
Client document collection, bookkeeping entry, month-end and tax-season tracking.
See tools →Wealth management and financial advisors
Client onboarding, document collection, meeting prep and practice dashboards.
See tools →Insurance agencies and brokers
Renewal tracking, commission checks, client requests and producer dashboards.
See tools →Staffing and recruiting agencies
Candidate intake, timesheets into invoices, collections and recruiter dashboards.
See tools →Agencies and consultancies
Client intake, proposals, project status, utilization and invoice follow-up.
See tools →Hospitality, health and community
Restaurant and hospitality groups
Daily numbers for every location, food and labor cost, supplier invoices and order guides.
See tools →Medical and dental practices
Intake forms, balance follow-up, staff task boards and daily practice reports.
See tools →Events, film and production companies
Quotes and budgets, vendor and crew tracking, invoices matched to budget lines.
See tools →Nonprofits and foundations
Grant tracking, funder and donor report drafts, program and board dashboards.
See tools →Don’t see your industry? If your team runs on spreadsheets, email and copy-and-paste, the same tools usually apply. Tell us about your business →
Not sure which tool comes first?
Book a 30-minute call. Fixed price in writing within 48 hours.