Salesforce builds
Salesforce built in code, explained in plain English
We speak your language and Salesforce's. Tell us what the business needs, and we build it in Apex and Lightning Web Components inside your own org, with no paid add-ons and no licence lock-in.
01Depth
One org. Small team. Very deep.
Our largest build is a complete Salesforce redesign for an accounting firm: custom payments, custom invoicing, document automation, and LWC dashboards, all in one org.
- 0+
Custom objects in a single org
- 0+
Automations running in that org
- 0+
Agreements generated and signed through it
- 95%+
Less staff time on agreements, invoicing, payment, data collection, scheduling and tax filing, versus a typical semi-efficient manual process
02Two languages
What you say, and what we build
In bold: the problem the way an owner says it. Below it: the Salesforce work that fixes it.
- 01We keep retyping the same information in three places.One source of truth: trigger-driven sync across objects, with an audit trail. Callouts and Platform Events to the systems outside Salesforce.
- 02Someone has to remember to send the invoice every month.Scheduled and Batch Apex generate the invoices, email them, and attach a pay link. Nobody has to remember.
- 03We can't see how the business is doing without building a report each time.Lightning Web Component dashboards: live filters, drill-down to records, role-based views, and joins across objects that standard reports cannot do.
- 04Setting up a new client takes forever and we always forget something.An orchestration layer in Lightning Web Components backed by Apex service classes. One click creates the right opportunities and work for hundreds of different services.
- 05People can see things they shouldn't, or can't see things they need.Permission sets and sharing design built around real job roles, not around whatever was easiest to click.
- 06Agreements, e-signatures, and payment collection are all separate chores.Programmatic document generation from templates, e-signature callouts and webhooks, and payment-gated delivery: work unlocks only once the invoice is verified paid.
03Shipped
Systems running in production today
Built in a live enterprise org we run end to end. Each one replaced manual work or a paid package.
- Flagship Platform
Recurring Services Platform
A ground-up native Lightning platform that replaced PMT, a third-party managed package, and now runs every recurring engagement across roughly 400 clients: onboarding, delivery, mid-stream revisions, and off-boarding, fully automated. Services spawn a month ahead just in time, delivery locks until the invoice is verified paid, and a nightly self-healing job reconciles every client back to a canonical template.
- Data Integrity
Account Team Sync System
Keeps client team assignments (account rep, tax rep, bookkeeper, coordinator) consistent across opportunities, projects, tasks, and cases. A trigger-driven same-account cascade runs on a role-to-service mapping matrix, with audited cross-account propagation and a read-only graph traversal of related entities so staff see the whole network before changing anything.
- Quote to Cash
Quote to Invoice to Recurring Billing
The firm's quote-to-cash pipeline, built natively. An interactive pricing calculator applies tiered rules (per-transaction bookkeeping fees, payroll tiers by headcount, certificate-based sales-tax tiers, auto-applied annual discounts), routes discounts for approval, generates invoices that enforce minimums and per-state lines, and runs recurring monthly billing on a scheduled batch.
- Document Automation
Document Generation + eSignature Pipeline
Generates legal agreements from Word templates and runs them through TitanSign for electronic signature, end to end. Programmatic DOCX assembly with merge fields, lookups, formulas, and dynamic repeating tables; smart signer resolution by contact role; signed PDFs returned and attached to the record automatically; and reply routing back to the staff member who sent it.
- Document Automation
Branded Deliverable & Report Generators
Self-serve, wizard-driven builders that produce branded client PDFs and feed straight into the eSign pipeline. A four-step sales-tax report wizard pulls live ZIP-level rates and handles exemptions and per-state discounts; payroll-register, contractor-payment, and other generators add completion-email automation and a full versioned send-audit.
- Integration
Google Calendar Scheduling System
A full client-appointment platform integrated with Google Calendar. Service-account OAuth with domain-wide delegation queries real free/busy availability; a seasonal working-hours model (tax season versus summer) sets buffers and 15-minute slots; RSVPs sync both ways on a polling batch; and a real-time analytics dashboard drills down by rep, type, and status.
- Integration
Mail Tracking Suite
Outbound fax through SRFax with scheduled status polling, plus USPS package tracking over OAuth, batched to respect rate limits and synced back to mail-log records.
- Data Engine
Sales Tax Rate Engine
Roughly 41,000 ZIP-level tax rates, effective-dated across state, county, city, and special districts, with as-of-date lookups for historical-period filings and a fallback to the earliest known rate. A monthly import pipeline computes deltas and closes or inserts rate records cleanly instead of wiping the table.
- Data Architecture
Multi-State Filing Schedules
Models per-account, per-state filing cadence as first-class schedule records, so one client can file one state monthly and another quarterly at the same time, which the old single-field design could not do. Frequency changes mutate in place, preserving every child record, file, and audit trail instead of delete-and-respawn.
- Systems Engineering
Race-Condition-Hardened Payment Gate
Three independent safety nets handle every ordering of close-deal, apply-payment, and spawn-services, so work can never be delivered against an unpaid invoice, and gates auto-release the moment a verified payment posts. Gated on verified invoice records, never assumptions: a deliberate correctness-over-convenience design.
- Lifecycle Automation
Off-boarding & Termination Lifecycle
Reads per-service closure decisions (close, client assumes, transfer firm) and spawns the right off-boarding records, splitting by closure type when a client's services end differently. It caps recurring schedules at the correct final period and still generates the final owed month.
- Lifecycle Automation
Onboarding Intro-Email Automation
Auto-sends branded welcome emails on every new engagement, with the right attachments per service (for example W-4 and I-9 for payroll), plus a manual override modal and full audit trails.
- AI Integration
Books-Chat AI Bridge
A bridge that lets staff chat with an AI assistant directly inside Salesforce account pages, which then performs live bookkeeping in QuickBooks Desktop, connecting cloud CRM, an AI copilot, and on-premise accounting behind layered security controls.
04Our rule
No paid add-ons. You own what we build.
Billing and quoting add-ons carry monthly licences per user and a steep learning curve. We build the same function directly in your org. You pay once, it does exactly what your business does, and there is no subscription to a vendor underneath it.
05For admins and architects
The technical detail
Everything below is something we have built and run in production. A plain-English note sits under each group.
Apex
- Batch
- Queueable
- Schedulable
- Trigger framework (one handler per object)
- Service-layer classes
- Test classes at 90%+
Business logic lives in code you can read, test, and version, not scattered across click-built automation. Flow is used where an admin should be able to change a rule without a developer.
Integration
- REST and SOAP callouts
- Inbound webhooks
- Named Credentials
- JWT service-account OAuth
- Platform Events
- Change Data Capture
Salesforce talks to payment processors, e-signature, calendars, mail, and accounting without anyone re-keying data. Secrets stay in Named Credentials, never in code.
Interface
- Lightning Web Components
- LWC dashboards
- Visualforce PDFs
- Lightning data service
- Imperative and wired Apex
Screens your staff actually want to use, and documents (invoices, agreements) that come out looking right the first time.
Configuration and security
- Custom Metadata Types
- Permission sets
- Sharing rules
- Validation rules
- Audit trail
Rates, rules, and switches live in configuration an admin can change safely. Access follows job roles.
Payments
- Accept Blue
- MagicPay
- Stripe
- Square
- Paytram
- Card
- ACH
- Saved payment methods
- Failed-payment retry
We integrate any processor with an API. If a different one fits you better, we say so and migrate you.
Delivery
- Salesforce DX
- Source-driven development
- Scripted CI deploys
- Sandbox to production
- Documented handoff
Changes are versioned, tested, and deployed the same way every time, and handed over documented so nobody is locked in.
06Compare us
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