INTEGRATIONS · AUTOMATION · DATA + AI

Many systems.One business.

We connect your tools, eliminate duplicate work, and build custom solutions. A senior team working directly with your business.

WHAT WE DO

Less manual work. More possibility.

From connecting existing tools to building an operations platform, we design around the way your company works.

01

Custom integrations

Connect ERPs, marketplaces, accounting, CRMs, logistics, and internal applications. We work across platforms and custom systems, beyond a fixed list of connectors.

Any business stackCustom development
02

Workflow automation

Enter information once and get it where it needs to go. Automate the handoffs between systems and remove the repetitive work that slows down your team.

No double entryConnected operations
03

Platforms & dashboards

Bring company information and day-to-day operations into one place. We build dashboards and management platforms, and can replace disconnected tools while keeping your other systems connected.

Shared visibilityCustom platforms
04

AI agents for your business

Give your team assistants connected to company information. Check customer and lead status, identify follow-ups, and perform tasks within defined permissions.

Connected assistantsActionable information

FROM DISCONNECTED TO WORKING TOGETHER

One business. Everything connected.

See what changes when your systems, your people, and your information start working together.

01THE STARTING POINT

Your tools work. Just not together.

An order in one system. A customer in another. A spreadsheet to fill the gaps. Your team becomes the connection, copying information and checking what is up to date.

Sound familiar? It starts with understanding your operation.

02CONNECT & AUTOMATE

Enter it once. Keep it connected.

We connect your systems and automate the handoffs. Orders, customers, inventory, and financial information move where they belong, with rules built around your business.

Fewer repetitive tasks. More time for your team.

03BRING IT TOGETHER

See the whole picture. Work from one place.

A dashboard when you need visibility. A custom platform when you need to manage the operation. We bring information and actions together, and can replace isolated applications while keeping your other systems connected.

A shared view, built for the people who use it.

04PUT INFORMATION TO WORK

Ask a question. Move things forward.

Give your team an AI assistant connected to company information. Check customer and lead status, find pending follow-ups, and carry out tasks within the permissions you define.

Useful answers. Actions with clear boundaries.

ERP, marketplaces, accounting, CRM, logistics, legacy systems, and custom applications. These are examples — we build around your actual stack.

This is how your business could work.

Now explore the possibilities: different dashboards, workflows, and priorities for different businesses.

Explore the demos

EXPLORE THE POSSIBILITIES

Different businesses. A workspace of their own.

The information you need. The actions that matter. Explore six examples of a platform built around the way a company works.

01REAL ESTATE & CONSTRUCTION

Every project. The full financial picture.

Bring project budgets, bank movements, and collections together. A payment updates the cash flow and the project, so your team can see where money is going without rebuilding spreadsheets.

From isolated movements to a shared view of each project.

STACK JUNCTION/ WORKSPACEDemo · Fictional data

Your workspace

  • Overview
  • Projects
  • Cash flow
  • Units & sales

Connections

  • ERP
  • Banks
  • Projects

Shared information

Financial overview

Project portfolio

Jan – Jun · USD
Available cash$248kAcross 3 projects
Collected this month$86k18 payments received
Budget used64%Portfolio total

Cash flow

Monthly movement · USD

  • Jan: Income USD 58000; Expenses USD 42000.
  • Feb: Income USD 73000; Expenses USD 54000.
  • Mar: Income USD 64000; Expenses USD 49000.
  • Apr: Income USD 91000; Expenses USD 62000.
  • May: Income USD 78000; Expenses USD 58000.
  • Jun: Income USD 86000; Expenses USD 65000.
IncomeExpenses

Project budgets

Project North72%

Structure & foundations

On track
Project Central91%

Finishing work

Review
Project South28%

Planning & permits

On track

Connected assistant· Example response

Which project needs attention?

Project Central has used 91% of its budget. Review pending commitments before the next purchase.

02PROFESSIONAL SERVICES

Your clients. Your team. One clear next step.

Bring together client work, documents, deadlines, and billing. Give each person a view of what they own, what is blocked, and what needs to reach the client next.

A workspace that follows your process, from first contact to delivery.

STACK JUNCTION/ WORKSPACEDemo · Fictional data

Your workspace

  • Overview
  • Clients
  • Assignments
  • Documents

Connections

  • CRM
  • Documents
  • Billing

Shared information

Team overview

Client operations

This week
Active clients32Across 4 teams
Open assignments4812 due this week
Needs attention3Waiting on documents

Team workload

Open assignments by stage

  • Advisory: In progress 8; In review 3; Blocked 1.
  • Legal: In progress 6; In review 2; Blocked 1.
  • Accounting: In progress 9; In review 3; Blocked 1.
  • Projects: In progress 10; In review 4; Blocked 0.
Advisory12
Legal9
Accounting13
Projects14
In progressIn reviewBlocked

Next deadlines

Quarterly reportToday

Client A · Accounting

In review
Contract reviewTomorrow

Client B · Legal

Blocked
Project handoverFriday

Client C · Projects

Ready

Connected assistant· Example response

What could delay this week’s work?

Three assignments are waiting on documents. The contract review is the next deadline; follow up with the client first.

03FINANCE & COLLECTIONS

Know what is outstanding. Know where to start.

Connect invoices, payments, and customer conversations. Give your team a clear collection queue, with the reason behind each priority and the latest follow-up in the same place.

Less time reconciling lists. More clarity for every follow-up.

STACK JUNCTION/ WORKSPACEDemo · Fictional data

Your workspace

  • Overview
  • Invoices
  • Payments
  • Follow-ups

Connections

  • Accounting
  • Payments
  • CRM

Shared information

Receivables overview

Collections workspace

Current portfolio · USD
Outstanding$124k42 open invoices
Overdue$38k14 invoices to follow up
Expected this week$22k6 payment commitments

Receivables by age

Outstanding balance · USD

Not due$86k
1–30 days$21k
31–60 days$11k
60+ days$6k

Follow-up queue

Invoice #1042$8,400

Client A · 34 days overdue

Follow up
Invoice #1078$6,200

Client B · Payment expected today

Check
Invoice #1091$3,600

Client C · Payment received

Reconcile

Connected assistant· Example response

Where should the team start?

Invoice #1042 is 34 days overdue with no recent reply. Check the last conversation before preparing the follow-up.

04MEMBERSHIPS & COMMUNITIES

An experience for members. Visibility for your team.

Connect subscriptions, member profiles, and content. Create a portal that adapts to each member, while your team manages onboarding, engagement, and renewals from one workspace.

The member experience and the back office, connected.

STACK JUNCTION/ WORKSPACEDemo · Fictional data

Your workspace

  • Overview
  • Members
  • Content
  • Renewals

Connections

  • Subscriptions
  • Member portal
  • Content

Shared information

Membership overview

Community workspace

Jan – Jun
Active members1,24868 joined this month
Onboarding complete85%Among this month’s cohort
Renewals this week248 reminders pending

Active memberships

Members at the end of each month

  • Jan: 912 Active members.
  • Feb: 980 Active members.
  • Mar: 1036 Active members.
  • Apr: 1114 Active members.
  • May: 1180 Active members.
  • Jun: 1248 Active members.
Active members

Member journeys

Getting started10

New members completing their profile

Follow up
Learning path846

Members active this week

Engaged
Upcoming renewals8

Reminders ready for review

Review

Connected assistant· Example response

Who needs a little support?

Ten new members have not completed their profile. A welcome message can help them find the right starting point.

05NONPROFITS & SOCIAL IMPACT

Stronger relationships. A clearer view of support.

Bring donations, recurring supporters, partnerships, and your team’s activity together. Plan the next conversation with context, and see which programs have the funding they need.

More time for your mission, with a shared view of the relationships behind it.

STACK JUNCTION/ WORKSPACEDemo · Fictional data

Your workspace

  • Overview
  • Supporters
  • Campaigns
  • Programs

Connections

  • Donations
  • Supporter CRM
  • Programs

Shared information

Supporter overview

Impact workspace

This year · USD
Contributions$186kAcross 3 programs
Recurring supporters42024 new this month
Renewals ahead5Partnerships in the next 30 days

Sources of support

Contribution mix · USD

$186kUSD
Individuals52%
Partners34%
Campaigns14%

Relationship agenda

Partnership A7 days

Annual agreement renewal

Follow up
Community campaignFriday

Quarterly supporter update

Draft ready
Program North100%

Funding milestone reached

Funded

Connected assistant· Example response

Which relationship comes next?

Partnership A renews in seven days. Bring together its contribution history and the latest program update for the conversation.

06OPERATIONS & DOCUMENT CONTROL

See what is ready. Resolve what is missing.

Connect requests, supporting documents, and internal approvals. Make ownership and missing information visible, with a record of each step and an assistant that helps your team find the next action.

Clear responsibilities. Traceable decisions. Fewer loose ends.

STACK JUNCTION/ WORKSPACEDemo · Fictional data

Your workspace

  • Overview
  • Requests
  • Documents
  • Approvals

Connections

  • Requests
  • Documents
  • Approvals

Shared information

Readiness overview

Operations control

Current review cycle
Ready for review87%174 of 200 records complete
Missing information26Across 3 teams
Due this week94 need a follow-up

Record readiness

200 records in the current cycle

174/ 200Complete
Complete174
Missing documents18
Needs approval8

Exception queue

Record #208Today

Supporting document missing

Blocked
Record #214Tomorrow

Assigned to Operations

In review
Record #221Ready

All supporting documents received

Complete

Connected assistant· Example response

What is holding up the review?

Record #208 is missing a supporting document. The request owner can follow up; approval stays with the designated reviewer.

STACK JUNCTION/ WORKSPACEDemo · Fictional data
01 / 06

These are starting points, not a catalog. We connect ERPs, marketplaces, accounting, CRMs, logistics, legacy systems, and custom applications — and build around your operation.

What would your workspace look like?

Bring your systems, your spreadsheets, and the tasks that slow your team down. We’ll map out what a connected operation could look like.

Book a meeting

STACK JUNCTION / INTERACTIVE DEMO

Fictional data. Explore the areas, filter, and open a record.

Workspace overview

Select to view details

A senior team. Working directly with you.
From understanding your operation to building the solution.

LET’S BUILD YOUR NEXT CONNECTION

Let’s talk about your operation.

Tell us which tools you use and what is slowing your team down. Let’s start with your business.

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