Accounting Firms
Your clients deserve better than a shared drive.
Client intake portal folding Google Drive, HelloSign, and an intake spreadsheet into one branded client experience.
Custom portals, automation, and integrations. Built from scratch, priced up front, live in days.
See what you could save
Most businesses spend $800+/month on a patchwork of SaaS subscriptions doing jobs one custom portal could do better. Drag the sliders, and we do the math.
Tier thresholds
Replaces $800/mo of current tools with $500/mo, netting $300/mo back.
These are planning estimates based on typical client scenarios. Actual results depend on your specific operations.
Industries we serve
Four verticals. One pattern: fragmented SaaS stacks, expensive licenses, work that never quite connects. We build the missing layer.
Your clients deserve better than a shared drive.
Client intake portal folding Google Drive, HelloSign, and an intake spreadsheet into one branded client experience.
Stop managing loans in spreadsheets.
Conduit Capital investor portal: role-based dashboards for admins, investors, and borrowers, with payment workflows and accounting sync.
Your deal pipeline shouldn't live in email.
Deal pipeline CRM with listing sync, document rooms, and auto-reminders. Priced once, owned forever. No per-seat tax.
One system for every location.
Corporate dashboard + per-location workflows, rolled-up reporting, and standardized onboarding that replaces 3 to 5 point tools per franchisee.
Case study
We replaced fragmented tools for investor onboarding, payments, and documents with one unified portal, adding role-based dashboards, payment integrations, and accounting sync.
Imagine what we could build for your accounting practice, real estate firm, or franchise.
Why not a platform?
Platforms rent you permission to operate. We build what you own.
| Merkra | Salesforce | Podio / Monday | No-code (Airtable, Bubble) | |
|---|---|---|---|---|
| Upfront cost | Fixed project fee | Implementation ~$50k+ | Onboarding + consultants | Low |
| Ongoing cost | $150–$5,000/mo retainer hosting + support only | $150+/user/month, forever | $10–30/user/month | Tiered, caps on records |
| You own the code | ✓ Yes | ✗ No | ✗ No | ✗ Limited |
| Per-seat fees | ✓ Never | Core pricing model | Core pricing model | Most tiers |
| Custom to your workflow | ✓ By definition | Via expensive consultants | Template constraints | Within builder limits |
| Time to live | ~2 weeks | 3–9 months | Weeks to months | Days to weeks |
How we work
No discovery phase that lasts a quarter. No 40-page SOW. Just the shortest path from problem to shipped.
Tell us what's slowing you down. Rebecca reviews the problem and maps the fastest path forward, right there on the call, not in a proposal three weeks later.
~45 minutesSee a functional prototype within 4 calendar days. No slideshow. A working system you can click through with real data flowing. If it's not right, we iterate before any money changes hands.
4 daysReview, sign the fixed-price quote, and we build. Live in about 2 weeks with ongoing support. You own the code. Your team is trained. The old tools are canceled.
~2 weeks
One point of contact
The development team stays focused on building. I handle everything else: discovery, scoping, demos, build updates, launch, support. You don't get bounced between project managers and engineers.
Ready when you are
Tell us about your ops. If it's a fit, Rebecca will follow up to map your automation or portal project. No pitch deck, no pressure.