What we build

Built for the
back office.

Operational software for finance and professional-services teams. Here is the work, grouped by the kind of problem it solves.

Operations

Tax, payroll & service operations

Tools that turn spreadsheets and tribal knowledge into systems a team can run without a wiki of workarounds.

Health scoring, client tracking, role-based access, and clean handoffs, built around how the work is really done.

  • Notice management
  • Client health scoring
  • Team ops dashboards
  • Role-based access
Finance

Finance tools

Planning, tracking, and reporting tools built local-first, so they load fast, run offline, and do not depend on a stack of servers to stay alive.

From a single-file dashboard to a full multi-tenant system, the bar is the same: something a real person reaches for on a Monday.

  • Personal finance tools
  • Reporting dashboards
  • Multi-tenant platforms
Automation

AI-assisted workflows

Agents that do real work inside your process. We design how they coordinate, where a person stays in the loop, and how the system fails safely when it is unsure.

The goal is leverage you can trust, not a demo that falls apart on the second prompt.

  • Human-in-the-loop
  • Agent orchestration
  • Workflow automation

Have one of these
on your plate?

Tell us what is stuck. If we are the right people to build it, we will say so.

Start a conversation joe@unboundworksllc.com