A modern workshop for custom-built systems and automation.
We replace the manual work slowing your business down.
Custom-built systems, dashboards, and automation for teams that have outgrown the tools they started with.
We handle everything from financial models and reporting to full applications and AI agents that take the repetitive work off your team's plate.
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30-minute call.
We walk your workflow end-to-end and tell you honestly whether we can help.
Book a callFinance, data, software, AI, and operations under one roof.
We build everything from the spreadsheet behind a budget decision to the full application your team logs into every morning, including the AI agents that handle the busywork in between. The whole team is on every engagement.
Financial modeling & reporting
Budget systems, scenario models, forecasting tools, and the dashboards that sit on top. Built by people who did the same work at JP Morgan and Chevron.
Data engineering & analytics
We connect your data sources, clean them up, and build the analysis layer that answers real questions: which marketing channels are actually working, where revenue is leaking, which forecast leadership can defend.
Custom software
Full frontend-to-backend application development. We build the tools your team logs into every day: internal dashboards, client portals, and the cloud infrastructure that keeps them running across AWS, Azure, and GCP.
AI agents & tools
Custom AI agents that handle the repetitive thinking: inbox triage, document review, first-pass drafts in your voice. We build them from scratch, wire them into your existing tools, and put a human checkpoint on every action.
Workflow automation
The manual hours between systems: the Monday report pulled by hand, the approval chain in someone's inbox. We find where the time goes and hand that piece off to something that runs on its own.
Product & operations strategy
Process redesign, roadmap planning, and the organizational scaffolding that lets a growing team scale without breaking. Informed by the same frameworks built at Apple and AWS.
Case Studies
Every project starts with a team quietly absorbing work they shouldn't have to. Here's the before and after. Click any case to open the working tool.
Advisor Morning Brief
A four-advisor RIA running ~22 client meetings a week. Every morning each advisor opens a single URL and finds a one-page brief per meeting on the calendar. Zoom recordings auto-tag to the right client, file themselves into Wealthbox, and index transcript quotes for retrieval. Positions, drift, cash, and RMDs come from the Orion–Schwab feed through a read-only, audit-logged pipeline with account numbers masked to last-4. Ninety minutes of cross-tool prep per advisor became three minutes on one page.
Morning Admission Queue
A 26-bed psychiatric inpatient facility runs a small morning tool before every 7 AM shift. An overnight integer program solves the admission assignment against the ED queue, respecting every rule the facility already enforces (1:4 acute RN ratio, 5150 holds in acute, single-sex rooms, LPS camera coverage). The charge nurse reads each proposed admission, approves it, or picks a different bed. Monthly utilization moved from a 62% baseline to a 91% six-month average. Same beds, same staff, roughly seventeen more admissions a month.
Member Retention Queue
A three-studio boutique Pilates group, ~1,400 members, was running retention off a whiteboard. Members who quietly stopped booking went noticed only when someone remembered. Declined cards got chased in bursts. Birthdays and tenure anniversaries got missed or mass-blasted. We put a morning queue on top of Mindbody, Stripe, and Twilio — it surfaces who needs a touch today and why, and the GM approves, edits, or skips each one. Nothing sends without them. Front-desk follow-up time went from ~22 hrs/wk to a morning coffee's worth.
Cost Tracking Overhaul
A $21M project was being tracked across four linked workbooks that only the original creator understood. New PMs couldn't touch it without breaking something. We consolidated the whole thing into one structured workbook with a live budget dashboard any PM can pick up on day one.
Time Tracking Rollup
A 9-person boutique CPA firm tracking ~18,900 hours a year across 48 HNW clients was compiling its annual rollup by hand — an afternoon of copy-paste from 247 daily tabs, with the numbers coming out wrong often enough to need a second pass. The rebuild kept the daily-sheet habit and put a live SUMIFS rollup on top: hours by client, hours by month, billable-vs-non split, utilization against firm capacity. No new software.
Email Triage Brief
A solo family-law attorney was starting every day with 40 unread emails and two hours of manual sorting before she could touch real work. We built a system that runs automatically at 9 AM, auto-sorts the inbox against her matter list and court calendar, and drafts responses tuned to three years of her own sent mail. Morning triage dropped to fifteen minutes.
Which ads actually worked
Figuring out what each marketing channel is really contributing, with a range, not a made-up single number.
In their words, not ours.
See what's actually eating your week.
Thirty minutes on video. We walk your workflow, point out where the time is going, and say honestly whether there's work worth doing.
Curious what you'd actually get? See a sample teardown.
Prefer email? inquiries@atelierconsulting.net
