AI automation for growing businesses · New York

Stop running your business out of a spreadsheet.

I build the dashboards, reporting and AI agents that pull your sales, operations and books into one place, for owner-led businesses with no engineering team. Try it free for 30 days on your real data. Keep it for $1,000 setup and $300 a month.

Get your free AI Audit Or book a strategy call →

Running today for RECO, a wholesale + DTC brand: 119 accounts, 2,500+ leads and 5 agents in one dashboard, and 5+ hours a week back for the founders.

ops_tracker_FINAL_v7 (2).xlsx

Sample data

Date

DateSourceRefDetailAmountNote

2026-10-27Shopify#44712x Starter Kit$118.00paid

9/2WholesaleACCT-019Harbor Provisions1860no reorder 57d

Oct 24AmazonPayoutSettlement 10/10-10/24$3,412.66deposited

10/21QuickBooksExpPackaging, Uline($642.10)uncategorized

2026-10-28Shopify#4475Refill x3$87.00refund?

8/29WholesaleACCT-044Fern & Co. Grocers$2,310call??

10/26Shopify#4472Gift Set$64.00paid

10/18QuickBooksExp3PL storage Oct(1,180.00)

Sep 14WholesaleACCT-007Northside Co-op$940.00no reorder 45d

10/10AmazonPayoutSettlement 9/26-10/102,987.40

9/20WholesaleACCT-031Pine St. Pantry$1,125.00last order 39d

10/25QuickBooksExpMeta ads($1,450.00)check w/ CPA

Sample data

Wholesale: 4 accounts need a call

Fern & Co. Grocers61d
Harbor Provisions57d
Northside Co-op45d
Pine St. Pantry39d

Sample data

This week: revenue by channel

Shopify$4,820
Amazon$3,413
Wholesale$2,310

Total$10,543

Sample data

Books: margin 41%

Revenue: $10,543
Cost of goods: $6,220
Gross profit: $4,323

Sample data

Wholesale: 4 accounts need a call

Fern & Co. Grocers61d
Harbor Provisions57d
Northside Co-op45d
Pine St. Pantry39d

Sample data

This week: revenue by channel

Shopify$4,820
Amazon$3,413
Wholesale$2,310

Total$10,543

Sample data

Books: margin 41%

Revenue: $10,543
Cost of goods: $6,220
Gross profit: $4,323

Pick the problem

Three problems every growing business hits.

Start with whichever costs you most.

Built for

See all 5 solutions and pricing →

Photos: Russell Lee, Arthur Rothstein and Arthur Siegel, 1941-43. Library of Congress, FSA/OWI collection.

Proof, not promises

Results from client work

Client work · Wholesale + DTC

RECO: one live command center for a two-founder team.

Problem: 119 wholesale accounts and 2,500+ sales leads lived in a Google Sheet, and there was no engineering staff to build anything better.
Built: One live dashboard, a live Shopify sync, 5 automated agents and a daily priority digest.

wholesale-agent

Sample data

Jordan, owner8:02 AM

Which wholesale accounts need a call this week?

Wholesale agentAPP8:02 AM

I checked 86 active accounts against their usual reorder gap. These 4 need you this week:

Account	Last order	Proposed action
Harbor & Pine Market	41 days ago20 days late	Call to reorder, share the spring list
Fieldhouse Goods	18 days ago-30% units	Call: order down, check sell-through
Coast Co-op	9 days ago+18% units	Offer case-pack pricing on the next order
Northside Provisions	36 days ago15 days late	Email: invoice 1042 unpaid, then a reorder nudge

Harbor & Pine Market20 days late
Call to reorder, share the spring list
Last order 41 days ago
Fieldhouse Goods-30% units
Call: order down, check sell-through
Last order 18 days ago
Coast Co-op+18% units
Offer case-pack pricing on the next order
Last order 9 days ago
Northside Provisions15 days late
Email: invoice 1042 unpaid, then a reorder nudge
Last order 36 days ago

Wholesale agent8:03 AM

Done. Harbor & Pine is on Thursday’s call list with their last 3 orders attached.

5+ hrsa week back for the founders

488actions flagged by RECO's agents since July 2026

102approved and acted on by the founders

8turned down

Hours: the founders’ own estimate. Counts: measured from RECO’s dashboard. October 2026, real numbers, not sample data.

Also Built a month-end close for 25N Coworking's five locations: GL checks, a finance dashboard and a close packet per location, first delivery 9 hours after kickoff. Read the case study →

How it works

From the problem to a system your team owns.

I start with the problem, not the technology. Four steps, and each one ends with something you can hold me to.

01
Audit
The free AI Audit estimates which of your team's jobs a system could take over, and what they cost you today.
Output:a report with dollar figures, free.
02
Scope
You and I pick the job worth automating first. I write down what it does, what it costs and how you'll know it worked.
Output:a written price and one success metric.
03
Build
I build it on the tools you already use and ship it in working pieces, so you see progress early.
Output:a working system. First delivery at 25N came 9 hours after kickoff.
04
Hand off
Your team learns to run it without me, and I stay on call for changes.
Output:a recorded one-hour walkthrough, a written guide and a quarterly refresher.

Pricing

Published, so you don't need a call to find out.

Prices
What	Price	Note
Free trial	30 days	On your real data. The price is in writing on day one.
Setup	$1,000	Only if you keep it.
Monthly	$300	Founding price. 2 change hours included.
Custom builds	Fixed price	Quoted before work starts. Replaces the setup fee.
Extra hours	$150 an hour	Beyond the 2 included.
Training	$200 an hour	A half-day team session is $800.