Software & Automation Services
We build custom software solutions sized for small businesses — practical tools that solve specific problems without enterprise complexity or cost. From simple scripts that save hours each week to full internal applications, we deliver solutions that provide real value.
- Process Automation — Eliminating manual, repetitive tasks through scripts and workflows
- System Integrations — Connecting your CRM, accounting, and business applications so data flows automatically
- Custom Dashboards — Real-time visibility into key metrics and business performance
- Internal Tools — Web applications built specifically for your workflows and processes
- Data Migration — Safely moving data between systems during upgrades or transitions
- Report Automation — Generating reports automatically from multiple data sources
- API Development — Creating interfaces for your systems to communicate with partners and services
- Spreadsheet Automation — Converting Excel workflows into proper applications or automated processes
The Case for Custom Software
Off-the-shelf software serves general needs, but every business has unique processes. When standard tools don't fit, you have three choices: change your process to fit the software, live with manual workarounds, or build something custom. Here's when custom makes sense:
- Repetitive Manual Tasks — If employees spend hours copying data between systems, formatting reports, or following the same steps repeatedly, automation can reclaim that time.
- Systems That Don't Connect — Customer data in your CRM, financial data in QuickBooks, projects in a separate tool — when information lives in silos, integrations bring it together.
- Unique Business Processes — Your industry or approach requires workflows that standard software doesn't support. Custom tools match how you actually work.
- Spreadsheet Overload — Critical processes running in complex Excel files that have become difficult to maintain, share, or scale.
- Lack of Visibility — No easy way to see business performance, project status, or other metrics important to decision-making.
Process Automation
Automation eliminates manual, repetitive work so your team can focus on tasks that require human judgment and creativity. We identify automation opportunities and implement solutions that run reliably:
Data Entry Automation
Copying data from emails into spreadsheets. Entering the same information into multiple systems. Reformatting data for different tools. These tasks can often be automated entirely, eliminating both time spent and data entry errors.
Document Generation
Creating proposals, contracts, invoices, and reports from templates. Instead of manually copying information into documents, automation pulls data from your systems and generates professional documents in seconds.
Approval Workflows
Routing requests (expense approvals, time off, purchase orders) to the right people automatically, with reminders and escalation for pending items. No more hunting down approvers or tracking requests in email.
Scheduled Tasks
Running reports, syncing data, sending reminders, and performing maintenance tasks automatically on schedule. Set it once and let it run reliably without human intervention.
Email Automation
Sending notifications, follow-ups, and updates based on triggers in your business systems. Customer onboarding sequences, renewal reminders, and status updates can be handled automatically.
System Integrations
Modern businesses use many software tools — CRM, accounting, project management, email marketing, e-commerce, and more. When these systems don't communicate, data gets siloed and staff spend time manually syncing information. We build integrations that connect your tools:
CRM Integrations
Connect your customer relationship management system (Salesforce, HubSpot, Zoho, etc.) with other business tools. Sync contacts with email marketing, create invoices automatically when deals close, log support tickets against customer records.
Accounting Integrations
Connect QuickBooks, Xero, or other accounting software with your sales and operations systems. Automatically create invoices, sync customer data, and ensure financial records match operational reality.
E-commerce Integrations
Sync orders from Shopify, WooCommerce, or other platforms with your inventory, shipping, and accounting systems. Eliminate manual order entry and keep inventory accurate across channels.
Custom API Integrations
Many business applications offer APIs that allow custom integrations. If your systems have APIs, we can build connections tailored to your specific workflows — even when no standard integration exists.
Custom Dashboards & Reporting
Making good decisions requires seeing the right information at the right time. We build dashboards that bring together data from across your business:
Executive Dashboards
High-level views showing key performance indicators — revenue, sales pipeline, customer health, project status. See the information that matters without digging through multiple systems or waiting for manual reports.
Operational Dashboards
Real-time views for teams — support ticket queues, project progress, inventory levels, pending approvals. Keep everyone informed and on the same page.
Automated Reports
Replace manual report creation with automated generation. Pull data from multiple sources, format it consistently, and deliver reports by email or to shared drives on schedule.
Data Visualization
Transform raw data into charts, graphs, and visualizations that reveal trends and patterns. Make complex information understandable at a glance.
Internal Tools & Web Applications
When off-the-shelf software doesn't fit your needs, we build custom internal tools:
Workflow Applications
Custom applications that guide users through your specific processes — intake forms, approval workflows, checklists, and status tracking tailored to how your business operates.
Customer Portals
Self-service portals where customers can check order status, download documents, submit requests, or access resources — reducing inquiries to your staff.
Internal Databases
Custom databases for tracking inventory, equipment, contacts, projects, or any other information specific to your business. Better than spreadsheets, simpler than enterprise systems.
Calculation Tools
Pricing calculators, quoting tools, and estimators that encode your business logic and ensure consistent, accurate results every time.
Data Migration & Cleanup
Switching systems or consolidating data? We handle data migration projects carefully:
System Migrations
Moving data from legacy systems to new platforms. We map data structures, transform formats, validate results, and ensure nothing is lost in the transition.
Data Consolidation
Merging data from multiple sources into a single system. Identifying duplicates, reconciling conflicts, and creating a clean, unified dataset.
Data Cleanup
Fixing data quality issues — standardizing formats, correcting errors, filling gaps, and deduplicating records. Clean data makes everything else work better.
Our Development Approach
We build software pragmatically, focusing on delivering value quickly while maintaining quality:
Discovery & Requirements
We start by understanding your problem thoroughly. What's the current process? What's painful about it? What does success look like? This understanding shapes the solution we build.
Prototype & Iterate
We get working software in your hands quickly, then refine based on feedback. You'll see progress early and can course-correct before we've built the wrong thing.
Pragmatic Technology Choices
We choose proven technologies that fit the project — not the latest trends. Common tools include JavaScript/TypeScript, Python, React, Node.js, and PostgreSQL or SQL Server. The goal is maintainable code that works reliably.
Documentation & Training
We document what we build and train your team to use it. You're not dependent on us to understand your own tools.
Ongoing Support
Software needs maintenance — bug fixes, updates for changing requirements, and modifications as your business evolves. We provide ongoing support to keep your tools working well.
Common Automation Projects
Here are examples of projects we've delivered for Tampa Bay businesses:
Quote Generation Automation
A contractor was spending hours creating custom quotes for each job. We built a tool that pulls job details from their CRM, applies pricing rules, generates professional PDF quotes, and emails them to customers — reducing quote creation from 30 minutes to 2 minutes.
Inventory Sync Integration
A retailer selling through multiple channels had inventory constantly out of sync. We built an integration that syncs inventory levels across their POS, e-commerce platform, and warehousing system in real-time — eliminating oversells and manual updates.
Client Reporting Dashboard
A marketing agency needed to report results across multiple clients and platforms. We built a dashboard that pulls data from Google Analytics, ad platforms, and their project management tool, generating client reports automatically each month.
Employee Onboarding Workflow
An HR team was tracking new hire onboarding in spreadsheets, with tasks falling through cracks. We built a workflow application that assigns tasks automatically, notifies responsible parties, tracks completion, and ensures every new hire has a consistent experience.
Why Tampa Businesses Choose Us for Custom Software
- Practical Focus — We build solutions that solve real problems to deliver measurable ROI. No technology for technology's sake.
- Right-Sized Solutions — We match the solution to the problem. Sometimes a simple script is the answer; sometimes a full application is needed. We recommend what actually makes sense.
- Local Partnership — Based in Wesley Chapel, we meet with Tampa Bay clients in person when needed. We're invested in the local business community.
- Clear Communication — We explain technical concepts in business terms. You'll understand what we're building and why.
- Ownership & Documentation — You own what we build. We provide code, documentation, and knowledge transfer so you're not dependent on us.
- Ongoing Support — We're available after launch for maintenance, updates, and enhancements as your needs evolve.