We build the automation your operation is missing.

We build the tools, AI agents, and integrations your business is missing—and help you put AI to work where it actually saves time. Show us one repetitive workflow and we'll tell you what we can automate.

Things We've Built
Custom software • AI agents • Integrations • Operations automation
Daily sales → QuickBooks · sample data
ReviewStoresAccountsPostedSettings Toast + Clover synced
5 stores ready for QuickBooksYesterday
journal entries
5
balanced
5 / 5
numbers typed
0
  1. 1Store 1 · Toast · $5,092.33balanced
  2. 2Store 2 · Toast · $4,871.10balanced
  3. 3Store 3 · Clover · $3,966.45balanced
  4. 4Store 4 · Toast · $6,214.87balanced
  5. 5Store 5 · Clover · $4,173.65balanced
Submit to QuickBooks
Why us

Built by operators, not consultants.

We run a multi-location restaurant and distribution business. The software we needed either didn't exist or was buried in enterprise platforms that didn't fit how the work actually gets done. So we started building it ourselves.

We don't force your operation to fit the software. We build the software around the operation.

01

Start with the workflow

We watch how the work actually gets done before we pick any technology.

02

Automate the repetitive

We go after work that eats employee time but doesn’t need employee judgment.

03

Build around your business

Not another dashboard. Your existing operation, running with less manual work.

Work

Things we've built

Running in our own restaurants and distribution center. Each one is marked with where it stands today.

01 / Restaurants · AccountingIn daily use

Daily sales, booked into QuickBooks

Problem

Every day, someone typed each store's sales into QuickBooks by hand: about 10 minutes per store, across 5+ stores and two different POS systems.

Solution

Each day's sales are pulled from Toast or Clover and built into a journal entry: sales by category, sales tax, tips and payment types. A person checks it, then submits it to QuickBooks Online or Desktop with one click.

300+hours of manual entry a year, now a quick review10 min per store per day · 5+ stores
Read the case study →
Toast Clover QuickBooks Online QuickBooks Desktop Accounting
Store 3 · daily salesClover → QuickBooks Desktop
TO REVIEW
DEBITS
Card payments3,654.83
Cash842.50
Delivery apps595.00
CREDITS
Food & drink sales3,898.75
Catering sales620.00
Sales tax361.58
Tips owed212.00
Debits = credits5,092.33
✓ BalancedSubmit to QuickBooks
Sample numbers
PICK · ORDER 1042LINE 3 / 9
Go to shelfB-14-2
✓Shelf scannedB-14-2
✓Product scannedCups, 16 oz · case
Quantity6 of 6UNDO
Print labelFinish pick
Finished picks wait for approval · sample data
02 / WarehousesBeta

Warehouse Scan-to-Pick

Problem

Warehouse software knows what should be picked, but not whether the right product came off the right shelf.

Solution

A phone and handheld-scanner app for our distribution center. Pick lists come straight from Fishbowl. Pickers scan the shelf, then the product, and labels print for receiving and picking. A finished pick goes back into Fishbowl only after someone approves it.

2 scansper pick linethe shelf first, then the product
Fishbowl Android Barcode scanning Label printing Warehouse
03 / Local service businesses · PhonesIn use

AI Receptionist: NovaDesq

Problem

Small businesses miss calls at lunch, after hours and on weekends, and a caller who reaches voicemail often just calls the next business on the list.

Solution

An AI receptionist that answers the calls a business can't, using only facts the owner approved. It books into Google Calendar mid-call or files a request to confirm, emails the owner a summary and transcript minutes later, and keeps every call in one dashboard. The same agent answers website chat and drafts email replies for approval. Businesses keep their own number.

24/7answers the calls you'd misslunch, nights, weekends · from approved facts only
AI voice Google Calendar Website chat Email QuickBooks
Incoming call · 8:41 PMDemo practice · after hours
ANSWERED
I hurt my back moving boxes this weekend. Can I get in tomorrow?
Sorry to hear that. I have tomorrow at 9:30 or 2:15 with Dr. Reyes. Which works better?
9:30, please.
calendarBooked · Tue 9:30 AM
ownerSummary + transcript emailed
answers fromApproved facts only
Sample call on the demo line

Smaller tools we've built

What runs, and when
Nightly

Cash reconciliation email

The day's sales, card fees and delivery totals, plus the exact cash deposit each store should make.

Sundays

Weekly sales workbook

Arrives already filled in. The manager adds paid-outs and the deposit, and the sheet shows short or over.

11:30 PM

Catering prep list

Tomorrow's catering orders, broken down into what the kitchen needs to prep.

Per count

Inventory variance

Compares counts and deliveries with what sales say should have been used, store by store.

Anytime

AI assistant for POS data

Ask "what was food cost last week?" in plain English. Answers come from Toast data synced nightly, with food cost worked out from recipes for ~100 menu items.

What we build

If the workflow is repetitive, measurable, or rules-based, there's a good chance we can automate it.

01

Custom Software

Internal tools designed specifically around how your company operates.

02

AI Agents

Agents that can read, analyze, communicate, make decisions, and take approved actions.

03

Workflow Automation

Remove repetitive work between employees, spreadsheets, emails, and business software.

04

System Integrations

Connect software that wasn't originally designed to work together.

ToastCloverQuickBooksFishbowlSquareCRMsEmailSMSDatabasesAPIs
05

Operations Intelligence

Turn operational data into alerts, exceptions, and actionable recommendations.

06

Data Systems

Collect, structure, monitor, and analyze data that would otherwise remain fragmented.

Ideas we can build for you

Common requests · not built yet

Review reply drafts

Drafts replies to new Google reviews in your voice, for a manager to approve before anything posts.

Pick-route optimization

Orders each pick list by the warehouse layout, so pickers walk less.

Morning exception review

Checks yesterday's sales, labor and inventory, and lists only what needs attention.

Order confirmation texts

Texts customers what's coming and when, and logs their replies to the order.

Invoice-to-PO matching

Matches vendor invoices to purchase orders and flags price changes before they're paid.

Reorder from Toast sales

Uses the ingredient usage we already calculate from Toast sales to estimate what's on hand, then suggests orders against your par levels.

Before

Your operation today

Employee→ Spreadsheet→ Email→ Download CSV→ Another employee→ ERP→ Copy/paste→ Report→ Owner
9 handoffs4 systems3 peopleevery week
After

What we build

System A
OKR Automation
System B
AI evaluates exceptions
Human only gets involved when necessary

The goal isn't to eliminate people. It's to eliminate the work that keeps your people from doing useful things.

Automation Finder

What could your business automate?

Give it your website or a sentence about what you do. It asks a few questions about where the repetitive work lives, then shows you the two to five automations most likely to pay off.

About three minutes. No email required to see results.
EXAMPLE · REGIONAL DISTRIBUTOR
Let's find something worth automating. Paste your website or tell me what your business does.
We distribute produce to about 200 restaurants. Orders come in by phone, text, and email.
How do those orders get into your system today—does someone re-type them?
Yes. Two people key them into Fishbowl every night, then build the pick sheets by hand.
3 OPPORTUNITIES FOUND
HIGHOrder intake agent — reads texts, emails, and voicemails and creates orders in Fishbowl for review.
HIGHPick sheet generation — builds route-ordered pick lists from confirmed orders.
MEDOrder confirmation SMS — texts each restaurant what's coming and when.
How it works

Start with one painful workflow.

You don't need to commit to a large software implementation. Pick one thing your team does by hand, and we'll start there.

01

Show us the problem

Walk us through something your business does manually today.

"Every Monday someone downloads these reports, compares them against invoices, updates a spreadsheet, and emails the results."
02

We design the system

We determine what can be automated, which systems need to connect, and where humans should remain in the loop.

03

We build and deploy it

Start small, prove that it works, and expand from there.

Show Us Your Workflow
Engagement

Starting points, not packages.

Automation Projects

Starting at $2,500

Automate a specific repetitive business workflow.

Custom Software

Starting at $5,000

Internal applications, integrations, AI systems, and operational tools.

Ongoing Automation Partner

Starting at $2,500/month

Continuously identify and automate inefficient processes across the business.

Every project is scoped around the business problem and expected value—not the number of hours it takes to write the code.

About

Software built from operating experience.

OKR Automations was created by an operator who works inside a multi-location restaurant and distribution business.

Working across restaurant operations, warehouses, logistics, POS systems, inventory, purchasing, reporting, staffing, and back-office workflows exposed a recurring problem:

Businesses often have plenty of software, but employees are still doing enormous amounts of work manually between those systems.

OKR Automations exists to build the missing layer.

What we're exploring

Experiments / R&D — not primary products
EXP-01

Data Change Intelligence

Systems that continuously collect public or business data and identify what changed over time.

EXP-02

AI Growth Agents

Agents that analyze marketing channels, identify opportunities, and help companies test customer acquisition strategies.

EXP-03

Agent Forecasting

Systems for comparing AI models and agents against real-world outcomes.

What's one workflow in your company you wish would disappear?

Show us how it works today. We'll tell you what we think can be automated.

Show Us Your Workflow No giant software implementation required. Start with one problem.
Two fields. We'll reply within two business days.