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.

Try the AI companion inside
STACK JUNCTION/ WORKSPACEDemo · Fictional data

Your workspace

  • Overview
  • Projects
  • Cash flow
  • Units & sales

Connections

  • ERP
  • Banks
  • Projects

Shared information

Meridian Developments

Development finance

Fictional workspace
Seabrook Residences
Project cash · USD
$360,000

Structure complete

18/24 units sold
Budget used70%
Budget
$3,200,000
Spent
$2,240,000
Committed
$410,000

One movement. Connected context.

Reconciled
Bank movement$24,000MB-731
Project / unitSeabrook ResidencesS-204
AccountingInstallment receivedProject ledger

Matched to unit S-204 and the project ledger.

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

Alder Advisory

Client matters, connected

Fictional workspace
All work
CLIENT / ENTITY / MATTER3 owners · 3 matters

In progress

1
Linden StudioDesign practice

AD-104

Quarterly operating plan
4/4 documents

Validate the revised forecast.

Maya ChenDue in 3 days

In review

1
Cedar WorksManufacturing group

AD-108

Board reporting pack
6/6 documents

Partner review before delivery.

Leo ParkDue tomorrow

Waiting on client

1
Northfield GoodsRetail business

AD-112

Distribution agreement
2/3 documents

Request the signed annex.

Nora EllisDue today
Client context follows the work, from intake to partner review.

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.

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STACK JUNCTION/ WORKSPACEDemo · Fictional data

Your workspace

  • Overview
  • Invoices
  • Promises
  • Follow-ups

Connections

  • Accounting
  • Payments
  • CRM

Shared information

Harbor Finance

A reason behind every priority

Fictional workspace
Overdue first
Open balance · USD$29,200
3open invoices
1promise due today

Your next conversations

Ranked by selected criteria
  1. 01
    $8,400No payment promise
  2. 02
    $14,600Promise due in 3 days
  3. 03
    $6,200Promise due today

Changing the ranking changes the order and the reason. No follow-up is sent.

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.

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STACK JUNCTION/ WORKSPACEDemo · Fictional data

Your workspace

  • Overview
  • My profile
  • Learning paths
  • Membership

Connections

  • Subscriptions
  • Member portal
  • Content

Shared information

Forma Collective

Space to grow, together

Fictional workspace
Build a practice
Welcome back, AlexAnnual member · Active
Your learning path

Make room for your next idea.

A short, practical path for independent creatives building a sustainable practice.

Made for your next step

Define your offer

A 20-minute workbook to turn your skills into a clear service.

Workbook · 20 min
1/3steps complete
  1. Set your intention
  2. Define your offer
  3. Plan your first month

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

Common Ground

Relationships that grow impact

Fictional workspace
Neighborhood gardens
Growing a shared future

Neighborhood gardens

$42,000of $60,000 received
70%of our goal
01
Renewal conversation
Oakwell Foundation

Impact update requested · 7 days

$12,000 contributed
02
Proposal shared
Juniper Market

Garden supplies partnership

$6,000 contributed
03
Active support
Monthly neighbors

86 recurring supporters

$24,000 contributed

Funding tells one part of the story. Relationships tell the rest.

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.

Try the AI companion inside
STACK JUNCTION/ WORKSPACEDemo · Fictional data

Your workspace

  • Overview
  • Requests
  • Documents
  • Approvals

Connections

  • Requests
  • Documents
  • Approvals

Shared information

Clearline Operations

Every document. Every decision.

Fictional workspace
Supplier agreement
v2
CL-208

Supplier agreement

Facilities supplier onboarding

Missing signature
Request owner
Sam Taylor
Decision
Not recorded

Evidence checklist

2/3
  • Legal name and registrationVerified
  • Current insurance evidenceVerified
  • Signed agreement annexFollow-up needed
Activity trail
  1. Sam uploaded agreement v2
  2. Registration and insurance checked
  3. Unsigned annex flagged for follow-up
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

/ INTERACTIVE DEMO

Fictional business and data. Try the controls and explore the workspace.

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.

Choose an available time on Calendly.