Our Portfolio
Explore Our Most Remarkable Projects.
We craft customized solutions that empower both startups and established brands, driving success and delivering real impact.
Portfolio
Main Portfolio Categories
Healthcare
Custodian — Release of Information
- Client: River Valley Health Centers
- Problem: Missed HIPAA release deadlines
- Solution: 30-day clock and Part 2 holds
- Stays Human: Every records release


Healthcare
Aval — Authorization Operations
- Client: CFHE / Priority Care
- Problem: Manual authorization filing
- Solution: Auto-extract and chart check
- Stays Human: Coverage decisions


Healthcare
Bridge — Referral Operations
- Client: TeamBuilders Behavioral Health
- Problem: Triple referral data entry
- Solution: Single queue with auto-sync
- Stays Human: Clinical fit decisions


Healthcare
Clearpost — Letter Rule Tuning
- Client: PICS Hama Medical Centre
- Problem: Drifting SystmOne letter rules
- Solution: Rule audit and tester
- Stays Human: Clinical coding confirmation


Accounting & Tax
Folio — Paper Records to MTD
- Client: Janelle Lankester Accountants
- Problem: Handwritten records for MTD
- Solution: Line-by-line page reading
- Stays Human: Uncertain lines


Accounting & Tax
Cabinet — Practice Document Filing
- Client: Concept Accountancy
- Problem: Inconsistent document filing
- Solution: Auto-naming and client folders
- Stays Human: Uncertain documents


Accounting & Tax
Minster — MTD Quarterly Readiness
- Client: Atrium Accounts
- Problem: Five MTD deadlines per client
- Solution: One cross-ledger readiness board
- Stays Human: VAT and CIS judgments


Accounting & Tax
Docket — Tax Season Readiness
- Client: Frank Hajek & Associates
- Problem: Chasing missing tax documents
- Solution: Checklists and readiness board
- Stays Human: Extension decisions


Property Management
Harbour — Invoice Intake
- Client: Charles Cox Property Group
- Problem: Unchecked supplier invoices
- Solution: Auto-match and Section 20 checks
- Stays Human: Approvals and payments


Property Management
Porchlight — Maintenance Front Door
- Client: Red Key Real Estate
- Problem: After-hours maintenance gap
- Solution: 24/7 triage and dispatch
- Stays Human: Safety calls and disputes


Investment & FinTech
Huginn — Investee Review
- Client: Odin (Join Odin Limited)
- Problem: Manual cross-document review
- Solution: Twelve-fact side-by-side check
- Stays Human: Every approval decision


Skyline Sprint
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