You shouldn’t be the integration between your software.
We build one platform around how your business already runs, with scheduling, billing, records and reporting in the same place. One location is typically live in four to six weeks, billed month to month, and we move your data for you.
Today’s schedule
3 locations · 41 visits
| Time | Patient | Status |
|---|---|---|
| 8:30 | M. Alvarez | Checked in |
| 8:45 | J. Whitfield | Insurance verified |
| 9:00 | R. Castillo | Copay due |
| 9:15 | D. Ferrante | Forms sent |
| 9:30 | A. Nakamura | Auth pending |
Job cost vs budget
4 active jobs · updated as costs post
| Job | Complete | Of budget |
|---|---|---|
| Lakeview Residence | 38% | 41% |
| Maple Ave. Retail | 72% | 78% |
| Harbor Dental TI | 55% | 52% |
| Cedar St. Duplex | 12% | 10% |
Unbilled work
23 open matters
| Matter | Unbilled | Next date |
|---|---|---|
| Chen v. Harlow | 31.5 h | Fri |
| Oakridge lease review | 12.0 h | Mon |
| Estate of D. Graves | 8.25 h | Next Tue |
| Brightline acquisition | 46.0 h | Next Thu |
Sales, labor, food cost
3 locations · yesterday
| Location | Sales | Food cost | Vs. target |
|---|---|---|---|
| Midtown | $14,820 | 29.4% | On target |
| Riverside | $11,305 | 30.2% | Labor high |
| Old Town | $9,640 | 32.8% | Food cost high |
| All locations | $35,765 | 30.5% |
Sample builds with made-up data. Yours is shaped around your locations, your workflows and the tools you keep.
The stack we usually find.
Each tool does one job. None of them share what they know, so your team does the sharing by hand.
Scheduling
Online booking, Acuity, Google Calendar
Bookings from Zocdoc and the phone land in different places and get re-typed into billing.
Billing
Tebra, AdvancedMD, QuickBooks
Denials surface weeks late, and payments are matched to visits by hand.
Patient records
eClinicalWorks, athenahealth, DrChrono
The same patient lives in three systems, each slightly out of date.
Messages
Phones, email, patient portals
Patients call to ask what was already sent, and nobody can see the thread.
One platform puts all of it on the same records. What we build for medical practices
Project management
Procore, Buildertrend, spreadsheets
The office and the field see different versions of the same job.
Time tracking
QuickBooks Time, paper timecards
Hours reach payroll late and land on the wrong cost codes.
Financials
QuickBooks, Sage
Job cost is a month behind, so overruns show up after they’re paid for.
Estimating
Spreadsheets, manual takeoffs
Bids don’t become budgets, so nobody tracks against what was sold.
One platform puts all of it on the same records. What we build for contractors
Clients & intake
Salesforce, HubSpot, spreadsheets
Client history is split across a CRM, inboxes and someone’s memory.
Time & billing
Clio, Harvest, FreshBooks
Time is entered late or not at all, and it shows up on invoices as write-downs.
Documents
Google Drive, Dropbox, SharePoint
The latest version and who can see it are both guesses.
Deadlines
Outlook, spreadsheets
Busy season runs on a tracker one person maintains.
One platform puts all of it on the same records. What we build for law, accounting and consulting firms
Point of sale
Toast, Square, Clover
Each location reports sales its own way, so there’s no single view of the day.
Inventory
MarketMan, spreadsheets
Counts are late, and food cost is a guess until month-end.
Staff scheduling
7shifts, Homebase, group texts
Labor runs over before anyone sees it against sales.
Delivery
DoorDash, Uber Eats, Grubhub
Payouts rarely match the orders, and nobody has time to check.
One platform puts all of it on the same records. What we build for restaurant groups
From first call to live in four to six weeks.
The typical timeline for one location. More locations add time, and we’ll tell you how much before you commit.
Week 1
Step 1: Map
We sit with the people doing the work, from the front desk to the books, and list every tool and every place information gets typed twice. You get a written scope and the plan it fits before anything is built.
Weeks 2–4
Step 2: Build
We build on our base for your industry and shape it to your workflows, your forms and your reports. You see it working as it takes shape and tell us what’s off while it’s cheap to change.
Weeks 4–6
Step 3: Move and train
We move your data out of the tools you’re leaving and train each role on its own work, not a generic demo. Tools worth keeping, like payroll or your accounting system, get connected.
Every month after
Step 4: Improve
Launch is the start. The same engineers maintain the platform and keep improving it as your business changes, for as long as you’re with us.
It’s a big decision. We make starting it small.
You’d be trusting us with the systems your business runs on. These terms exist to make that an easy yes, and an easy exit if we ever stop earning it.
- Month to month. Cancel anytime.
- No annual contract. Annual billing saves 10% if you’d rather, but it’s never required.
- We move your data.
- Migration from the tools you’re leaving is included on every plan, so nothing is stranded.
- Live in four to six weeks.
- For one location, from the first call to your team working in it.
- We sign a BAA.
- Medical practices get a signed Business Associate Agreement before any patient data moves.
- Keep what already works.
- Payroll, your accounting system, or a clinical system you rely on can stay. On Growth and Custom we connect it to your platform instead of replacing it for the sake of it.
- The same senior engineers, start to finish.
- The people who map your business build the platform and keep maintaining it. No handoffs to a junior team.
- We’ll tell you if we’re not the fit.
- If one more subscription, a Zapier connection or a part-time hire would serve you better, we’ll say so on the first call.
One monthly price, sized by location.
The build, your data migration, training and ongoing improvements are included. You pay per plan, not per seat.
Founding clients keep launch pricing for their first 12 months.
Compare plans in detailStarter
For a single location ready to stop running on five separate tools.
$497 / mo
Growth
For businesses running two or three locations, with the tools you keep connected.
$1,497 / mo
Custom
For larger groups. We map every location and build every workflow to spec, with development time every month.
From $2,997 / mo
Before you book, the usual questions.
Can one platform really replace the tools we use now?
For the work that runs your day, usually yes: scheduling, billing, client or patient records, messages and reporting end up on the same records instead of in separate tools you reconcile by hand. We build it around how you already work, so your team isn’t retrained on someone else’s idea of your business.
Do we have to give up the tools that already work?
No. Payroll, your accounting system, or a clinical or POS system you rely on can stay. We replace the overlap, and on Growth and Custom plans we connect what’s worth keeping. On the first call we’ll tell you which is which.
How long until we’re running on it?
One location is typically live in four to six weeks, from the first call to your team working in it. Additional locations add time, and we’ll tell you how much before you commit.
What does it cost, and is there a contract?
Plans are $497, $1,497, or from $2,997 a month, sized by locations rather than seats. There’s no annual contract; you can cancel anytime. Founding clients keep launch pricing for their first 12 months.
What happens to the data in our current tools?
We move it for you. Migration from the tools you’re leaving is included on every plan, so nothing is stranded in the systems you leave behind.
Is it HIPAA-compliant for a medical practice?
We sign a Business Associate Agreement with medical practices before any patient data moves, and we design access around roles so staff see what their job needs. We’ll walk through your specific requirements on the first call.
A 20-minute intro call.
Bring the list of tools your team logs into. We’ll tell you honestly whether one platform makes sense for your business, and what it would take if it does.