Two products. One way of thinking about software.
Foundation — our integrated business operating system, adapted per industry to replace the patchwork most companies run on. Hyphos — the enterprise knowledge platform that captures expertise and accelerates apprenticeship at scale. We own and operate both.
Foundation — the integrated business operating system.
Front-of-house, back-of-house, finance, marketing — sharing one database, one source of truth, one set of relationships. Shaped to fit your industry.
Most businesses run on a tangle of single-purpose subscriptions. A separate CRM. A scheduling tool. A marketing platform. A website nobody updates. Time tracking in a spreadsheet. QuickBooks living in its own world. The people in the middle absorb the cost of stitching it all together.
We've built and own the alternative: Foundation handles all of it, in one system, with one underlying database. Then we shape it to your industry — your specific workflows, integrations, regulatory constraints, and customer journeys. You get the speed of an off-the-shelf product with the fit of custom software.
The premise: automate the repeatable parts so your team's time goes back to the part you actually hired them for — the relationships, the judgment, the care.
Sixteen integrated modules. One database underneath.
Every module shares the same customer, the same calendar, the same financials. Nothing gets re-entered.
Every module reads from and writes to the same shared core. Add a customer once — they're a CRM record, a portal user, an invoicing contact, and a marketing audience member simultaneously.
Clients & CRM
Profiles, history, relationships — the master record everything else references.
Client portal
Self-serve access for clients to documents, status, approvals, and history.
Front-end website
Your public site, managed inside Foundation — content, forms, and bookings live in the same database.
Communications
Email cadences, letters, anniversaries, nurture — brand-voice governed, never generic.
Time tracking
Timesheets, billable hours, project allocation — flowing straight into invoicing.
Documents & templates
Generate, route, and store every document — contracts, estimates, agreements — auto-filled from client data.
Meeting capture
Transcribe meetings, extract decisions and action items, link them to the right client and project.
Scheduling & intake
Bookings, intake forms, calendars — one source of truth across staff and clients.
Estimating & pricing
Build estimates from your live price book, send for approval, convert to invoices automatically.
Accounts payable
Automated invoice receipt & processing — bills land via email or upload, AI extracts & codes the line items, routes for approval, posts to QuickBooks, and queues for payment.
QuickBooks sync
Two-way integration: invoices, payments, clients, and chart of accounts stay in sync — no exports.
Reporting & P&L
Real-time financials by project, client, or service line — drilling all the way to the source transaction.
SEO & visibility
On-page SEO, Google Business Profile, schema, local listings — managed continuously, not as a one-off project.
Social & content
Schedule, cross-post, archive — Facebook, Instagram, LinkedIn — with brand-voice guardrails on every post.
Marketing campaigns
Build, launch, and validate campaigns end-to-end — with AI helping write, not replacing the strategy.
Analytics & ROI
Real campaign ROI vs. control periods. GA4, Search Console, Meta Insights, and call tracking — in one view.
Not every business needs every module. We turn on what your industry uses, configure each one to your workflows, and add the integrations that matter to you (QuickBooks, your industry-specific tools, anything with an API).
Two patterns, one platform.
Some industries are running on duct tape — they need a single integrated system to replace the patchwork. Others are locked into a mandatory vendor that does the regulated parts well and the operational parts badly. We do both.
Replace the patchwork with one integrated system.
For businesses running on 8–12 disconnected subscriptions. We bring Foundation — front office, back office, marketing, finance — and configure it to your industry. One database. One team to talk to. No more sync errors.
Fits: relationship-driven businesses across professional services, trades, healthcare, and similar. First deployment live.
See Pattern 1 in practice →Wrap a mandatory industry vendor to fix what they won't.
Some industries require a specific vendor system. Those systems do the regulated parts well and the operational parts badly — and the vendor will never fix the bad parts. We connect to their data, automate the manual workflow around them, and bolt AI on top of the gaps.
Fits: heavily regulated industries — insurance, healthcare, legal, financial services. First deployment in scoping.
See Pattern 2 in practice →Replace the patchwork.
For relationship-driven businesses running on 8–12 disconnected subscriptions, with the people in the middle absorbing the coordination cost.
The typical starting state: a CRM in one system, marketing in another, a website nobody updates, a calendar that doesn't sync, time entry in a spreadsheet, billing in QuickBooks, customer communications living in someone's inbox. Every change has to be made in three places — or it gets made in one and the others quietly drift.
We deploy Foundation configured to your business — your terminology, your workflows, your customer journey, the integrations you actually need. The result is one system where data flows automatically, every customer interaction is captured, and the staff time previously spent on coordination is freed up for the work that earns the relationship.
Where it fits well: professional services, small healthcare, specialty trades, family law & estate planning, funeral services, property management, veterinary, and any business where customer relationships compound over years.
- · The "customer" record — its terminology, lifecycle stages, and relationships
- · Industry-specific document templates & intake flows
- · Communication cadences (anniversaries, milestones, nurture)
- · Channels & cross-posting (social, listings, partner networks)
- · Reporting tied to your industry's KPIs and source attribution
- · Brand-voice governance on every outgoing message
Typical range of legacy subscription, agency, and ad-channel spend replaced by Foundation.
Typical time for one staff member to run the marketing & operations stack — no specialist background required.
Built-in measurement cycles compare every campaign and program against the period before you ran it. Real ROI, not vanity metrics.
Ranges reflect what we see across the kinds of businesses Foundation fits. Your specifics depend on your industry, your size, and what you're running today — we estimate honestly during the discovery phase.
Augment the mandatory stack.
For businesses locked into a required vendor system — typically heavily regulated industries — where the vendor does the regulated parts well and the operational parts badly, and won't ever fix the bad parts.
- · Regulator- or partner-mandated data structures
- · The official book-of-record (policies, charts, matters, claims)
- · Compliance reporting and audit trail
- · Industry-specific integrations the vendor monopolizes
- → The customer-facing & servicing workflows that actually flow
- → Communications that don't require copy-paste between systems
- → Document generation auto-populated from book-of-record data
- → AI-assisted intake, triage, and prep work for skilled staff
- → Marketing, website, and lead handling — fully integrated
- → Reporting that crosses dimensions the mandatory system doesn't
Mandatory vendors rarely fix the manual parts — fixing them isn't where their revenue comes from, and it isn't what their customers can switch away over. We connect to their system, automate the workflow around it with AI, and give your front-line staff their day back.
Where this fits: insurance brokerages & agencies, healthcare practices, legal & estate firms, financial services, accounting practices, and other industries where a required platform handles the regulated workflow but leaves the customer-facing and operational layer underbuilt.
Typical staff time per producer reclaimed from the manual workflow around the mandatory system.
Typical deployment window from discovery to live augmentation layer running in production.
The mandatory system stays the book-of-record. We add — never remove — so compliance and switching risk both stay where they are.
Ranges reflect typical deployments. Specifics depend on the vendor system's APIs, your industry, and the scope of the augmentation. We size honestly during discovery.
The same platform fits any business with relationships, operations, and money flowing through it.
Specialty trades. Family law. Estate planning. Small healthcare. Veterinary. Property management. The pattern is the same: a relationship-driven business stuck running on a tangle of subscriptions, or stuck inside a mandatory vendor that won't fix the bad parts. If that describes your industry, Foundation can be shaped for you in months, not years.
Hyphos
Organizational knowledge, learning, and apprenticeship — on a persistent enterprise graph.
Individual AI tools — Claude, ChatGPT, Cursor — make individual people more productive. But they don't know anything about your organization. They reset every session. They can't connect what your project manager discussed on Monday with what your engineer committed to on Wednesday with what your contract actually says.
Hyphos is what happens when you give AI a persistent, structured, enterprise-grade memory — one that compounds across every person, meeting, document, and project. Decisions, commitments, risks, and the tacit expertise of your most experienced people all live in one knowledge graph. New employees come up to speed against the actual record of how the work has been done.
Where individual AI tools forget, Hyphos remembers. Across people, projects, and time — at enterprise scale.
- · Construction & capital projects
- · Engineering & infrastructure firms
- · Professional services with long-running client engagements
- · Consulting firms running multi-project portfolios
- · Any organization where the cost of forgetting is measured in millions