Custom software
that removes what's slowing you down
Custom apps, CRM systems and automation - built by a finance expert who understands your business first, then builds. We save you 10+ workdays a month.
Where your time goes
Incomplete client data costing you deals?
When data is scattered across spreadsheets, inboxes, and chat threads, you miss follow-ups, lose context, and duplicate work. A custom CRM puts everything in one place.
Making decisions on week-old data?
By the time you assemble a report by hand, the numbers are already stale. A dashboard with real-time KPIs gives you answers now - on your phone too.
Losing 10+ hours a week to routine tasks?
Manual, repetitive work drains time and creates errors. Automation removes it and connects the tools you already use.
Three ways we solve it
Custom CRM systems
Track every interaction, automate follow-ups and give your team one source of truth. Built for financial intermediaries and professional services.
- Full client history in one place
- Automated reminders and tasks
- Role-based access (RBAC)
- Never miss a follow-up
Analytics dashboards
Real-time KPIs, mobile access and AI-powered insights that reveal hidden patterns. For decision-makers who can't wait.
- Critical metrics in real time
- Custom KPIs for your business
- Access from any device
- Predictive insights (AI)
Process automation
Eliminate repetitive work, cut errors by 85%+ and connect your existing tools. For companies drowning in manual workflows.
- Save 10+ workdays monthly
- 85%+ fewer errors
- Automatic notifications
- Connect the tools you already use
Our products
Beyond custom builds, we also create our own apps - for social media and for specific professions.
Confio - social and content
our platformWith AI's help we run your social media - the monthly plan, writing posts, approval and publishing. Confio holds your Brand DNA, previous content and results, so every next cycle starts with context instead of from zero.
- ✓ LinkedIn, Facebook, Instagram, X and blog - from one place
- ✓ AI drafts in your voice, a human checks before publishing
- ✓ Nothing goes out without your approval
- ✓ Weekly measurement that feeds the next plan
Who it's for: Companies that want a constant presence without the hassle - and freelancers running social for clients.
See how we work →CRM for credit brokers
The only CRM that understands credit brokerage. Replaces Excel: client overview, reminders, deal tracking, regulator reports.
A browser extension that auto-fills bank portals - no manual re-typing.
The Expert's Apprentice
An AI tool for court experts: case records, payments, correspondence, and report drafting.
The Lawyer's Apprentice
For law firms: case records, correspondence, invoicing, and collections.
AI assistant for financial advisers
Voice notes from the meeting → charts and strategy → a draft advice report. A week of work done in one day.
Ready to fix this?
Book a free 30-minute consultation and we'll show you a concrete approach for your case.
Book a consultation