Business Operating Systems

Clients, pipeline, invoicing and reporting in one place.

Client

In-house build

Sector

Professional services / operations

Practice

Business Systems & Digital Solutions

Status

Live in production

The problem

A service business tracked clients in one place, work in another, and invoices somewhere else — with no single view. Reporting became manual assembly, and nobody trusted numbers that were always out of date.

What we built

One system covering clients, pipeline, projects, tasks, invoicing and reporting. Routine work is automated under a spending limit, every action is written to a record, and a person reviews the output before it goes anywhere. An assistant composes a daily operations brief.

The outcome

The daily brief runs at about $0.04 per run. Every action is recorded and reviewable. Automated tests must pass before any change goes live.

Tools

Next.js, Supabase, Vercel, Claude.

Interactive demo

What a business operating system actually looks like.

Rather than describe it, here is the interface. Click through the sections on the left to see how the day-to-day of a business is handled in one place. The figures below are illustrative sample data, not a real client.

☞Click the sections on the left to explore — this demo is live

app.yourbusiness.com · operating system

YOUR BUSINESS OS

Good morning

Everything needing your attention today, in one view.

Open pipeline

$18,400

Awaiting payment

$3,250

Active projects

Needs you today	Client	Due
Send phase 1 scope and timeline	Coaching practice	Today
Follow up on proposal	Wholesale distributor	Today
Approve draft monthly report	Logistics operator	Tomorrow

Clients

Every client, their status, and what is owed — without a spreadsheet.

Client	Sector	Status	Lifetime value
Wholesale distributor	Distribution	Active	$4,800
Coaching practice	Education	Active	$1,700
Logistics operator	Freight	Retainer	$9,000
Healthcare practice	Healthcare	Prospect	—

Pipeline

Where every opportunity stands, and what it is worth.

Opportunity	Stage	Value
Course platform build	Negotiation	$3,500
Operations audit	Proposal sent	$350
Online store rebuild	Discovery	$2,400
Retainer renewal	Won	$6,000

Invoices

Raised, sent, and chased — without anyone remembering to do it.

Invoice	Client	Status	Amount
INV-0184	Logistics operator	Paid	$1,500
INV-0185	Coaching practice	Due in 5 days	$250
INV-0186	Wholesale distributor	Sent	$1,500

Automation

Routine work handled overnight, with a spending limit and a full record.

[08:00:12] morning briefcomposed and sent · cost $0.04

[08:00:13] spending limit $5.00/month· used $0.04

[08:00:14]overdue invoice reminders queued · 3 drafted

[08:00:15] awaiting human approval before sending

[08:00:16]every action written to the record · logged

Nothing reaches a client until a person approves it.

Illustrative interface with sample data. No real client information is shown.

$0.04

Cost to run the daily operations brief

Every action

Recorded and reviewable

Tests pass

Required before any change goes live

← All work