Insights

Notes from running our own companies.

What we learn putting sales follow-up, back office systems and AI to work, first in our own businesses and then in our clients'.

25 September 2026
3 min read
Our finance dashboard showed 100% margin on every engagement. Here is what was wrong.
A double-entry ledger with no callers, demo data in production and a runway figure summed across currencies. How we rebuilt our own numbers, and a checklist for yours.
Finance operations RevOps
17 June 2026
1 min read
The single source of truth every services firm is missing
Engagement spine, client portal, autonomous back office — one record, many views. Here's the data model behind a firm that runs itself.
RevOps portal SSOT

Our finance dashboard showed 100% margin on every engagement. Here is what was wrong.