CaliSmash
We connected a fast-growing club's disconnected software systems into one data layer and automated its investor reporting.
A growing pickleball and social club with institutional investors and expansion plans ran on seven-plus disconnected systems with no unified view. Revenue never reconciled automatically, and assembling each monthly investor package took 3+ days of founder time.
Rather than a costly rip-and-replace, we built a lightweight adapter-first integration layer plus programmatic deliverable generation — a unified source of truth feeding 40+ automated documents.
Unified Operations Layer
Live adapters from QuickBooks, GoTab, CourtReserve, Tripleseat, and Stripe into one reconciled source of truth.
Systems Migration
Insperity → Gusto payroll migration and a GoTab → 7shifts → Gusto → QBO integration chain.
Deliverable Generation
40+ automated deliverables: financial models, board packages, and per-investor statements.
Expansion Modeling
An investor-ready multi-location model and deck for European expansion.
Shipped and in use. Five live integrations; monthly board packages automated.