Most small businesses run on a dozen disconnected tools and a lot of manual work. We replace that with one platform — enrollment, billing, scheduling, a customer portal, and a CFO-grade back office — with AI where it actually helps.
Never off-the-shelf. Each piece works on its own, and we configure every workflow, report and dashboard to how you want to run — together they become the system that runs your business.
Online registration & intake, scheduling, and user management — the system of record for the day-to-day.
Recurring billing, autopay, invoicing, and online payments — the revenue engine, automated.
Plans, packages, renewals, and retention — turn one-time customers into recurring revenue.
Automated recovery of what's owed — surface uncollected revenue and chase it, with escalation when needed.
Self-service booking, history, documents, and payments — a branded portal for your clients or families.
Scheduling, attendance, roles & permissions, documents, and payroll hooks — the back-of-house, organized.
Live P&L, collections, cash forecasting, per-location performance, and a board-ready scorecard.
A daily "what needs you" briefing, ask-your-numbers answers, drafted outreach, and churn radar — guardrailed.
Two specialist practices — Finance and Healthcare — an operating platform for local service businesses, and custom builds & fractional leadership when the work is bigger. Slide through.
A deterministic core you can trust, on a modern, maintainable stack — no proprietary lock-in, no key-person risk.
We sit with you and shape your ideal processes, workflows, reports, dashboards and analytics — then turn them into one clean, reliable system that's the source of truth. Configured to you, never a template you bend to fit.
The core runs itself: billing, scheduling, reporting. Reliable, auditable, near-zero marginal cost — not dependent on a model guessing.
We add AI only where it earns its place — language, judgment, anticipation — with guardrails, as a premium layer you can dial up.
Modern, standard stack. If we ever part ways, any developer can pick it up. No lock-in, ever.
Same platform — but it finds a different biggest lever in each business. That's the point: it doesn't just run the operation, it tells the owner where their money is.
Tell us what's slow, manual, or invisible in your operation — we'll show you what one platform looks like for you.
trent@kilpatrickstrategic.com