Q2 2026 — 3 of 4 engagements committed

Five engagements. Publicly priced.
Owned forever.

Every engagement is fixed-scope, fixed-price, and fixed-outcome. No hourly billing. No indefinite retainers. No vendor lock-in. No sales calls. The price on this page is the price on the proposal.

00 — the entry point

The Architecture Audit

The first time you'll see your business as a system.

Five business days. We map your Order-to-Cash, Procure-to-Pay, Record-to-Report, and production cycles end-to-end — every handoff, every delay, every manual touchpoint, every place where cash gets stuck. You leave with the first integrated view of your business ever produced, paired with a sequenced roadmap and concrete pricing for every layer above.

Most leaders have never seen this. Most finance teams have never produced this. Whether you ever engage beyond the audit is immaterial — the map alone changes how you run the business.

investment
$7,500
Flat. No hourly.
duration
5 days
Kickoff to delivery
output
1 report
Written + 90-min readout
credit
100%
Applied to any engagement within 90 days
what you receive
i.Business cycle maps — your O2C, P2P, R2R, and production cycles drawn end-to-end, with handoffs, delays, and bottlenecks identified
ii.P&L overlay — which cycles drive which line items, and where every dollar of cost and revenue actually originates
iii.Bottleneck diagnostic — the three to five structural issues actively costing money, with dollar estimates
iv.AI-readiness assessment — which agents you can deploy today, which require foundational work, and why
v.Sequenced roadmap — what to build first, second, third, with pricing for each layer
vi.Executive readout — 90-minute presentation to leadership, recorded and indexed
Right fit
Engage if
  • You've tried "doing AI" and it underperformed
  • Leadership disagrees on basic numbers
  • Month-end close exceeds ten days
  • You're weighing a major ERP migration
Wrong fit
Do not apply if
  • Revenue is under $5M — you don't need us yet
  • You already know what to build and need hands
  • You want a vendor recommendation, not architecture
  • You are not the decision-maker
Apply for Engagement fit confirmed in writing · kickoff within two weeks
01 — the prerequisite

The Foundation

The structure beneath every system worth building.

Three weeks. Three pillars. Every piece of data flowing from every source into a unified warehouse with a semantic layer that speaks your business's actual language. Every process — Procure-to-Pay, Order-to-Cash, Record-to-Report — documented with the real gotchas captured. Every piece of institutional knowledge moved from heads and inboxes into a queryable, role-aware hub.

The output is not a dashboard. It is the structural prerequisite to every serious AI agent, every automated report, every downstream system. Nothing else we offer functions without this.

investment
$35 — 75K
Standard / Pro / Enterprise
duration
3 weeks
Fixed. We absorb overruns.
data sources
10 — 25+
ERP, CRM, ops, marketing, more
ownership
100%
Warehouse, code, keys
what you receive
i.Medallion data warehouse — Raw → Silver → Gold, streaming from every source with automated refresh
ii.Semantic layer — your business rules ("what is ARR," "what counts as B2B") encoded and queryable
iii.Live GL-derived trial balance — financial statements generate from actual transactions, not uploads
iv.Automated P&L, BS, Cash Flow — audit-ready, tied to the GL, delivered on day five of close
v.Natural-language reporting agent — your first data agent, pre-trained on your semantic layer
vi.Knowledge hub — role-based, agent-queryable, replacing your current system for operational knowledge
vii.Process documentation — P2P, O2C, R2R, H2R with gotchas, exceptions, and decision points captured
viii.Constraint map — real-time view of where data lags, processes break, and decisions get delayed
ix.GL & COA integrity — clean chart of accounts, consistent categorization, ongoing drift detection
x.30 days post-delivery support — included. Optional steward retainer available after.
Right fit
Engage if
  • Revenue between $10M and $250M with 30+ employees
  • Data lives in five or more disconnected systems
  • Architecture Audit complete or ready to start
  • You want AI agents but recognize the foundation is missing
Wrong fit
Do not apply if
  • Company is pre-revenue or under $5M
  • You already have a working warehouse and need dashboards
  • You want Snowflake implementation without architecture
  • No leadership sponsor available for 2-3 hours per week
Apply for Engagement prerequisite: Architecture Audit or equivalent current-state assessment
02 — the system of record

The Ledger

A custom ERP. Delivered in weeks. Owned forever.

Replace your current ERP with a system built from first principles for your business. GAAP-compliant. Audit-ready. Financial statements generate themselves. Inventory, purchasing, AR/AP, BOM, standard costing — modular, included, and yours.

The incumbents will quote twelve to twenty-four months and $500K to $1.5M in implementation fees, plus $30K to $100K in perpetual licenses. We deliver in four to eight weeks for a single one-time investment. You own the source code. You control the roadmap. You never pay a license fee again.

investment
$125 — 350K
Core / Suite / Enterprise
duration
4 — 8 weeks
vs. 12-24 months standard
annual license
$0
Forever. You own it.
incumbent cost
$1M+
Incumbent ERP 5-year TCO
what you receive
i.General Ledger — double-entry, multi-entity, full drill-down to source transactions
ii.AR & AP modules — invoicing, collections, aging, payment runs, vendor management
iii.Inventory & WMS — lot tracking, multi-warehouse, BOM, standard costing, variance
iv.Purchasing & procurement — PO workflow, 3-way match, vendor approval, budget control
v.Financial reporting — P&L, BS, Cash Flow, budget vs actual, multi-dimensional
vi.Chat-first workspace — the entire ERP accessible through natural-language interface
vii.Audit trail — every action, every change, every approval logged and queryable
viii.Data migration — from your current ERP, reconciled to the penny
ix.Team training — controller, AP clerk, and ops team trained to operate the system
x.Source code, fully owned — repository transferred to your GitHub at delivery
Right fit
Engage if
  • Running entry-level accounting software and hitting the ceiling
  • Quoted $500K+ for an incumbent ERP implementation
  • Need multi-entity, multi-currency, or manufacturing
  • Your Foundation is in place or will be
Wrong fit
Do not apply if
  • Revenue under $10M — entry-level accounting is still correct
  • Public company or imminent IPO
  • You want us to implement an incumbent enterprise ERP
  • No internal controller or finance lead to own the system
Apply for Engagement prerequisite: The Foundation (01) complete or engaged
03 — software you own

The Stack

Stop renting software. Start owning it.

Your CRM, QMS, project system, ticketing tool, and internal applications — rebuilt on the same architecture as your Foundation, sharing your data, your auth, your design language, your code. Each module replaces a specific vendor subscription with software you own outright.

Because the underlying architecture is shared, new modules compose. CRM data flows into your Ledger. QMS documents are queryable by your agents. Your internal ticketing lives in the same workspace as your financials. The integration tax that makes SaaS exhausting disappears — because everything is already one system.

per module
$10 — 50K
Fixed-scope, one-time
duration
2 — 6 weeks
Sequential delivery
integration tax
$0
Shared data layer
annual license
$0
On any module we build
standard modules
i.CRM — replaces your current sales and pipeline system · from $20K
ii.Internal Ops Hub — replaces your wiki, knowledge base, or intranet · from $10K
iii.QMS / Document Control — replaces your quality management system · from $30K
iv.Project Management — replaces your task and workflow system · from $15K
v.Ticketing / Helpdesk — replaces your support and issue tracking system · from $15K
vi.Custom vertical module — anything structured enough to build · from $25K
Right fit
Engage if
  • Paying $100K+ annually in aggregate SaaS subscriptions
  • Frustrated with vendor roadmaps misaligned with yours
  • Integration between tools is a constant operational tax
  • Foundation in place so modules can compose
Wrong fit
Do not apply if
  • SaaS spend is under $30K annually
  • You need something highly commoditized
  • You are not willing to migrate your team
  • Regulatory requirements mandate a specific vendor
Apply for Engagement prerequisite: The Foundation (01) · modules delivered sequentially
04 — the leverage layer

The Force Multiplier

Agents that do the work your best people shouldn't.

AI agents built on the discipline-over-intelligence architecture — control loops, verified transitions, bounded iteration. Not chatbots. Not prompt wrappers. Production-grade agents that sit inside your operations and own specific functions: accounts payable, accounts receivable, FP&A, chief-of-staff coordination, executive assistance, controller duties.

Because your Foundation already exists, the agents ride on structured data and verified business rules. That's why $15K delivers a production agent — the infrastructure cost was paid upfront, once, at the Foundation layer.

per agent
$15,000
Fixed-price buildout
operations
$2 — 4K/mo
Monitoring, tuning, model costs
duration
2 — 3 wks
Per agent, sequential
replaces
0.5 — 1.5
FTEs per agent
agent catalog
i.Accounts Payable — invoice capture, GL coding, approval routing, payment scheduling, vendor communications
ii.Accounts Receivable — aging analysis, customer outreach, cash application, dispute routing
iii.FP&A — variance analysis, MBR prep, scenario modeling, board-pack automation
iv.Chief of Staff — meeting prep, follow-up tracking, leadership digest, cross-functional coordination
v.Executive Assistant — scheduling, inbox triage, travel coordination, brief preparation
vi.Controller — close checklists, reconciliations, accrual estimation, policy enforcement
Right fit
Engage if
  • 50-500 employees with clearly defined back-office roles
  • Foundation in place — agents need structured data
  • Mandate to grow without linear headcount increase
  • Reliability matters more than novelty
Wrong fit
Do not apply if
  • You want sales or marketing agents
  • Your data is still fragmented — agents will hallucinate
  • You want autonomous decision-making without humans
  • You're looking for a pilot, not a production system
Apply for Engagement prerequisite: The Foundation (01) · deployed sequentially, one per month

If the engagement is right, the conversation is brief.

Submit an application. We read every one. If there is a fit, we respond within 48 hours with next steps. If there is not, we tell you honestly and often suggest where to look instead.

Apply for Engagement
Q2 2026 — 1 engagement slot remaining