AI consulting · Data integration · Process efficiency

Your data's a mess. I'm the guy with the plan.

I connect the systems you already run on, put AI where it actually pays for itself, and win back the hours your team loses to copy, paste and spreadsheets. Then I build it, not just recommend it.

↓ your business right now
↓ your business with a plan
QuickBooks
Jane bookings
Google Ads
Mailchimp
that one spreadsheet
EMR exports
Gmail
Calendar
Redshift
sticky notes
One source of truth

The plan

  • Every number live
  • Hours back each week
  • AI where it pays
what I actually do

Three things, done properly.

Most "AI projects" fail because the data underneath is scattered. I fix that part first, so everything built on top of it holds up.

1.

AI consulting

Where AI earns its keep in your business, where it doesn't, and what it costs to run, down to the cent per use.

  • Ask-your-data assistants
  • Document and inbox automation
  • AI search visibility for your brand
  • Guardrails for regulated industries
2.

Connecting data

One source of truth from the tools you already pay for, including the ones that swear they have no API.

  • QuickBooks, Sheets, CRMs, ad platforms
  • Booking systems and EMRs
  • Data warehouses (Redshift, Postgres)
  • Live dashboards across every location
3.

Process efficiency

Find the recurring, manual, error-prone work and make it disappear. Measured before and after.

  • Month-end and reporting automation
  • Referral and backlog tracking
  • Scheduling and calendar capture
  • Workflow audits with a costed plan
try it

Pick your headache. Get a plan.

This is roughly how the first conversation goes. The real version is tailored to you, but the shape is always the same: map it, connect it, build it.

the proof

Things I've actually built.

Clients kept anonymous. Every one of these is running software, not a proposal.

71 checks. Yes, 71.
Fig. 01 · Multi-location finance

A live P&L for a seven-clinic veterinary group

QuickBooks for every clinic flows into one dashboard: profit and loss plus balance sheet, by location, refreshed with a click. 71 accounting checks have to balance before a single number is shown.

QuickBooks→Google Sheets→Live dashboard
Fig. 02 · Healthcare operations

An endoscopy clinic's ops dashboard, with zero patient data on a server

The owner drags in their EMR exports and gets referral flow, the unbooked backlog, procedure volume and why patients cancel. Everything runs in the browser, so health information never leaves their machine.

Accuro exports→In-browser decrypt→Ops dashboard
Fig. 03 · Platform

A clinic intelligence platform that plugs into whatever the clinic already uses

Ad spend, email campaigns, bookings, invoicing and accounting in one view for allied-health and specialty clinics, with an assistant on every page that answers questions in plain English. Give it warehouse credentials and it discovers the schema and writes its own queries. When a data feed goes wrong, a health page says so loudly instead of quietly showing a bad number. It caught a live Google Ads reporting bug the week it launched.

Google AdsMailchimpJaneQuickBooksRedshift→One profile per clinic→Dashboards + Ask
Fig. 04 · AI search

Tracking how AI answers talk about healthcare brands

Asks AI search the questions real patients ask, measures who gets recommended, and writes content briefs to close the gap.

AI answers→Scores→Briefs
Fig. 05 · Automation

Screenshot anything, get a calendar event

One button turns a screenshot of an email, flyer or text into an event or task, added automatically, for under a cent each.

Screenshot→Claude→Calendar
Fig. 06 · Senior care

A voice companion for long-term care

Tap to talk, remembers life stories, reminds about meds, flags wellbeing changes to staff, and never gives medical advice.

Speech→Guardrails→Voice
built for my grandpa ♥
Fig. 07 · Small but mighty

A monthly PDF, turned into a page anyone can read

A retirement home publishes its activity calendar as a dense monthly PDF. Now it becomes a large-print page for each day, automatically. The best automation is often this small.

Calendar PDF→Parser→Large-print daily page
the route

How a plan becomes working software.

No six-month discovery phase. You see something useful early, and it keeps getting better.

1

Map

I sit with how the work really gets done and list every manual step, re-keyed number and report someone builds by hand.

2

Connect

Accounting, bookings, ads, email, your EMR or warehouse, pulled into one place automatically.

3

Build

Dashboards, automations and AI tools your team uses from day one. Working software, not a slide deck.

★

Hand over

Checks that go red when something breaks, plain docs, and nothing you're locked into.

if you log into it, I can probably connect it

Systems I've wired together.

QuickBooksGoogle SheetsGoogle AdsGoogle AnalyticsSearch ConsoleMailchimpHubSpotJane bookingAccuro EMRAmazon RedshiftPostgresGmailGoogle CalendarWordPressStripeLookerClaudeElevenLabsExcel, CSV and PDF exports
about

Consultant, builder, guy with the plan.

Most consultants hand you a recommendation and leave. Most developers build exactly what you asked for, even when it's the wrong thing. I do both halves: figure out what will actually move the needle, then build it and put it in your hands.

A lot of my work is in healthcare and multi-location businesses, where the data is spread across a booking system, an accounting package, an EMR and a pile of spreadsheets nobody trusts. That's the mess I like.

house rules
Every number is traceable.Real data, a cited source, or a clearly labeled assumption. If the books don't balance, it doesn't ship.
Your data stays yours.Sensitive data stays in your environment wherever possible. Patient data can be processed without touching my servers.
Built to be handed over.Alarms when something breaks, docs a new hire can follow, no lock-in. You own the code.

Tell me what's slow.

A free 30-minute call. You describe the process that eats your week, and I tell you honestly whether it's worth fixing and what it would take.

hello@guywithaplan.com →
~ the guy