For financial and professional firms
The systems your firm's money runs through.
We automate the invoicing, the capital calls, the reporting, and the reconciliation, with the controls and the audit trail the work demands. Built by an engineer who kept critical systems up at a national bank.
01 / Where it breaks
Four places a firm loses time and risks errors.
The money work is manual.
Invoices, capital calls, billing, and reconciliation are done by hand, which is slow and one typo away from a problem.
Your systems don't talk.
Your books, your CRM, your forms, and your spreadsheets each hold a piece, and someone re-keys between them.
You can't fully trust the numbers.
Reporting is stitched together by hand, so the picture is always a little behind and never quite certain.
There's no clean audit trail.
When the work moves money, you need to show what happened and when, and a pile of manual steps can't.
When a system moves money, reliability is the whole job. I spent years keeping that kind of system up at a national bank.
02 / The stack
One connected system, with the controls the work demands.
This is the engine a financial or professional firm runs on, from intake to a clean audit trail.
Intake.
Client and investor onboarding forms (ex: Jotform), wired into the CRM and the books so nothing gets re-keyed.
The CRM, your source of truth.
HubSpot or Airtable, every client, deal, investor, and document in one place.
Financial automation.
Invoicing, capital calls, billing, and collections follow up, run through QuickBooks, with the steps that need a human kept in human hands.
Data pipelines with controls.
The reporting and data work automated end to end, with no auto execute anywhere money or trades are involved.
Reporting and audit trail.
One dashboard for the numbers, and a clean record of what ran, when, on whose approval, and with what result.
Reliability and monitoring.
Hardened credentials and monitoring, with alerts when something looks off, so you always know the system is doing what it should.
02B / Your stack
We work with the tools you already run.
Your books, your bill pay, your client portal, and your data, connected with the controls money work demands. Here is what we plug into.
Accounting and ledger
QuickBooks Online, Xero, Sage Intacct
Bill pay and spend
Bill.com, Ramp, Expensify, Dext
Practice management and client portals
TaxDome, Canopy, Karbon, Financial Cents, Client Hub
Funds and cap tables
Carta, Juniper Square, AngelList
Data and operations
Airtable, Google Sheets
CRM
HubSpot
Payments and banking data
Stripe, Plaid
E-signature and forms
DocuSign, Jotform
Automation
Make, n8n, Zapier
Don't see yours? If it has an API, we can connect it, with the access locked down and a record of everything that runs.
03 / Where most firms start
How to engage.
Each phase of The Forte Method, as a fixed scope, fixed price, fixed timeline engagement.
Growth Systems Audit
We find where the manual money work is costing you time and creating risk. A written diagnostic, prioritized, with a fixed price on every fix. It credits toward your first build.
Core Systems Build
We automate the manual work with the controls the job demands, then build one source of truth and a clean audit trail, tested on real data before handoff. Most builds ship in 7 to 21 days.
Embedded Growth Systems Partner
The engineering brain at the table once it's live. We keep it running, hardened and monitored, ship what's next, and stay the reliability owner you don't have to hire.
Starting here gets you there. The audit shows the risk and the lost time, the build removes it, and the partnership keeps the system reliable as you grow.
04 / How it works
The same four steps, every engagement.
The same system, built for your firm.
Diagnose.
We map your systems end to end and hand you a prioritized diagnostic.
Architect.
We design before we write code. The architecture decides whether the build holds when it's moving money.
Build.
Built to the architecture, fixed scope, tested on real data before handoff.
Operate.
Documented, monitored, hardened, and handed off clean. The Partnership picks up where the build ends.
05 / Firms we've built for
Same system, real money on the line.
The Josephine Collective.
An angel investment fund. We automated their capital calls end to end, the system picks up a ready deal, creates the invoice in QuickBooks, sends the investor a branded capital call, and reconciles the payment back, with the manual approvals kept in human hands.
Pierce Family Office.
A family office investment pipeline built in n8n, with separate forks for the retirement and taxable accounts, and a strict rule that the system never executes a trade on its own. It prepares the work, a human pulls the trigger.
FaithWorks Financial.
A financial counseling firm. We built their speed to lead routing, their compliance setup for regulated texting, their referral integrations, and the flow that moves a new client through intake, on a monthly partnership.
A financial media company (kept private).
We audited their entire infrastructure, documented it as one source of truth, fixed the tracking that was misreporting, and put monitoring on the systems their paid campaigns run through.
Hear it from a client (different industry, same standard).
This one's from a coaching client, in a different field entirely. We included it because what they're describing, work that's scoped tight and built to hold, is the standard we bring to systems that touch money.
"He stood out from the pack real quickly. We'll use him for any job we ever have."
Matt Juels, COO, Six Months to Speech
More from clients.
"Seth is my go to for all of my automation projects now. His process in defining the project scope ahead of time ensures that I get everything I need and we're on the same page throughout."
Product sync automation
"Extremely knowledgeable and patient. He thought outside the box to offer solutions we did not consider. Highly recommend and we will use him again."
Review system development
"Seth is an amazing rare breed. He is not just focused on what is asked of him, he scopes the need to make sure the work meets your need to the maximum level. Brilliant Developer and the kind of man you wished was your neighbor."
Web development
"If you need an automation specialist, stop looking right now and hire Seth. He will blow your mind with his knowledge and his ability to take your idea and not only understand what you want to achieve but also build on it."
Automation
06 / Common questions
What firms ask before booking.
We handle money. How do I know your builds are safe?
Reliability is the background I come from, years keeping critical systems up at a national bank. Every build gets hardened credentials, monitoring, an audit trail, and a human kept in the loop wherever money moves.
Will you auto execute trades or payments?
Only if you want it, and for most firms the answer is no. The system prepares the work and a person approves it.
We use QuickBooks and HubSpot already. Do we switch?
No. We build on what you run and connect it. We only replace what's costing you.
Do we own it?
Yes, all of it. The accounts, the build, the documentation, and the credentials are yours to keep.
Is our work kept confidential?
Yes. We can keep your name off everything public, and the build details stay between us.