Eliminate repetitive coordination, document processing, and spreadsheet drag.
We build specialized automation systems for financial operations, credit entities, legal practices, and accounting firms—turning fragile manual workflows into immutable ledgers and automated queues.
Friction in Financial & Professional Operations
Manual calculations and spreadsheet tracking in professional services create audit risk and administrative waste.
Spreadsheet Formula Corruption
Managing loan portfolios, payment schedules, or client retainers in Excel leads to formula drift, uncalculated late fees, and lost audit trails.
Manual Billing & Collections
Staff spends hours drafting invoice receipts, calculating tax retentions, and messaging clients one-by-one for payment reminders.
Document Intake Bottlenecks
Client onboarding documents, contracts, and tax registration forms sit in email threads requiring manual review and data re-entry.
Financial & Administrative Engines We Build
Immutable Double-Entry Ledgers & Amortization Systems
Purpose-built financial accounting platforms with locked French amortization schedules, risk-scoring algorithms, and audit logging that guarantee 100% mathematical precision.
- Zero balance drift with double-entry ledger invariants
- Automated late fee penalties and settlement schedules
- Multi-tenant schema boundaries for security
Tax Compliance Invoicing & WhatsApp Collection Queues
Automated document generation and dispatch queues that issue tax-compliant invoices (DGII NCF/e-NCF) and send pre-due payment alerts automatically.
- Sub-10ms vector PDF tax invoice compilation
- Idempotent WhatsApp messaging queues preventing duplicate alerts
- Automated client payment receipts and digital signatures
Proven Platforms Engineered by ProxyPattern
PrestaCRM — Credit Operations Engine
Operating system for credit entities replacing Excel with immutable double-entry accounting ledgers, automated French amortization schedules, and WhatsApp collection automation.
Factura DGII — NCF Invoice Platform
Privacy-first tax invoice engine for Dominican Republic businesses, generating compliant DGII NCF/e-NCF invoices with sub-10ms vector PDF compilation.
Automate your administrative workflows
Let's map your current spreadsheet tracking, billing, and client coordination to build a reliable solution.
Book a 30-Minute Operations Review