Custom work
Built around your practice, not a generic template
When off-the-shelf software doesn't fit how your firm works, we build it from scratch — scoped, delivered, and maintained so you never have to manage it yourself.
Looking for an off-the-shelf solution for client meeting summaries?
Synopsist is ready today — no custom build needed.
Most relevant for advisors
Where most advisory practices start
AI-Powered Automations
Put the boring work on autopilot
We connect modern AI to your workflows so summaries, replies, and decisions happen instantly — no manual effort required.
See how it worksData Pipelines & Integrations
Get your data where it needs to be
We move, clean, and sync data between your tools automatically so your numbers are always accurate and up to date.
See how it worksThird-Party Integrations
Make your tools talk to each other
We wire up payments, CRMs, email, messaging, and more so your stack works as one connected system.
See how it worksSupporting infrastructure
The building blocks underneath
These services power everything above. You don't need to understand them — they're what we use to make your automations and integrations reliable.
How it works
From conversation to live in weeks
Tell us what you want to stop doing manually
No spec required. Describe the outcome — we translate it into a scope and price within 48 hours.
We build and deploy
We design, build, and ship everything. You see it working before we close the project.
It runs itself
Auto-scaling, monitoring, and uptime are built in. You don't manage any of it.
Have something specific in mind?
Book a free 30-minute call. Tell us what you want to automate and we'll scope it with a clear price.
Book a demo