AI consulting · Data integration · Process efficiency

Your data's a mess. All you need is a plan.

I connect your systems, put AI where it pays, and win back the hours lost to copy and paste. Then I build 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.

AI only works when the data underneath does. I fix that first.

1.

AI consulting

Where AI pays off, where it doesn't, and what it costs to run.

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

Connecting data

One source of truth from the tools you already pay for.

  • QuickBooks, Sheets, CRMs, ad platforms
  • Booking systems and EMRs
  • Live dashboards across every location
3.

Process efficiency

Find the manual, repetitive work and make it disappear.

  • Month-end and reporting automation
  • Referral and backlog tracking
  • Scheduling and calendar capture
try it

Pick your headache. Get a plan.

A taste of the first conversation.

the proof

Things I've actually built.

Running software, not proposals. Clients kept anonymous.

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

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

Every clinic's QuickBooks in one live P&L and balance sheet. 71 checks must balance before a number shows.

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

An ops dashboard with zero patient data on a server

Drag in EMR exports, see referrals, backlog and cancellations. It all runs in the browser, so patient data never leaves the clinic.

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

A clinic platform that plugs into everything

Ads, email, bookings and accounting in one view, with an assistant that answers questions in plain English. It flags bad data loudly, and caught a live Google Ads bug in its first week.

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

Tracking how AI answers talk about healthcare brands

Measures who AI recommends, then writes briefs to close the gap.

AI answers→Scores→Briefs
Fig. 05 · Automation

Screenshot anything, get a calendar event

One tap turns any screenshot into an event or task. Under a cent each.

Screenshot→Claude→Calendar
Fig. 06 · Senior care

A voice companion for long-term care

Remembers life stories, reminds about meds, and flags changes to staff.

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

A monthly PDF, turned into a page anyone can read

A dense monthly activity PDF becomes a large-print page for each day. The best automation is often this small.

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

How a plan becomes working software.

Something useful early, better every week.

1

Map

Find every manual step and hand-built report.

2

Connect

Pull your systems into one place, automatically.

3

Build

Working software, not a slide deck.

★

Hand over

Alarms, plain docs, no lock-in.

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.

Consultants recommend and leave. Developers build what you asked for, even when it's wrong. I figure out what matters, then build it.

Most of my work is in healthcare and multi-location businesses. Scattered data is the mess I like.

house rules
Every number is traceable.If the books don't balance, it doesn't ship.
Your data stays yours.Sensitive data stays in your environment.
Built to be handed over.You own the code. No lock-in.

Tell me what's slow.

Free 30-minute call. I'll tell you honestly if it's worth fixing.

callum@guywithaplan.com →
~ the guy