Preisser Solutions Service Details
Business Software.
The platform your team logs into. Admin dashboards, customer and member databases, client portals, and the internal tools that replace the shared spreadsheet. Real-time views of the numbers that actually run your business. Built for owners, not analysts.
Capabilities
- Admin dashboards and internal tools
- Customer and member databases
- Client portals, booking, and intake
- Custom web and mobile applications
What we build
- Admin Dashboard — One login that runs the operation — records, scheduling, communication, and reporting in one place instead of six tools that don't talk. Your team stops exporting from one system to paste into another, and the numbers stop disagreeing with each other.
- Real-Time Business Reporting — Real-time views of the numbers that actually run your business. Built for owners, not analysts. If you can use your phone, you can use this.
- Customer & Member Databases — One record per customer or member — history, status, and documents attached — that every other part of the system reads from. New signups get matched against existing records instead of quietly creating a second one.
- Client Portals, Booking & Intake — A login for the people you serve: their documents, their history, their appointments. Booking and intake forms that write straight into your system instead of into somebody's inbox.
- Financial & Operational Reporting — AR aging, cash position, revenue against forecast, cost per job — connected to the systems those numbers already live in, so the report is current when you open it.
- One Data Model, Website and App — Your website and your mobile app read from the same place, so they can never drift apart. Staff edit once, hit publish, and both update at the same moment — no developer, no deploy, no waiting.
- Spreadsheets to a Real System — The shared workbook everyone edits becomes a system with real records, permissions, and history — migrated with the data you already have, not a fresh start.
The pain we hear
- We've outgrown spreadsheets and shared inboxes, but Salesforce isn't a serious option for a company our size.
- Our data lives in five different places and nobody has a complete picture.
- I make most decisions on gut feeling because I don't have the numbers in front of me.
- By the time I get a report, the information is already two weeks old.
- We pay for a platform, use a tenth of it, and still can't change a field without calling someone.
- We paid someone to build our system years ago and we haven't been able to change it since.
How we're different
- One place instead of six tools. Records, scheduling, communication, and reporting sit behind one login and read from one database. Nothing to reconcile between exports.
- It's better because it isn't generic. Nothing to turn off, no unused modules, and no consultant needed to change a field. It's built around how your business actually works, not around someone else's assumptions about your industry.
- You own everything. Your code. Your domain. Your data. No proprietary lock-in and no six-figure platform bill.
Business Automation.
The work that happens without anyone doing it. Registration → confirmation → reminder. Bill → categorized ledger. Form → CRM → follow-up. Scheduled jobs, notifications, and the integrations that make the tools you already pay for talk to each other.
Capabilities
- Scheduled jobs, reminders, and notifications
- Form and document intake routing
- Integrations between the tools you already pay for
- Diagnosing and fixing the process underneath
What we build
- Registration → Confirmation → Reminder — Someone signs up, gets matched against the records you already have, lands on the right list, and gets a confirmation — with nobody retyping a name or sending a message by hand. Sign-up → match → list → confirmation, running whether or not anyone is at a desk.
- Scheduled Jobs That Run Themselves — Reminders, confirmations and campaigns go out on their own schedule, in the background, whether or not anyone is at a desk. Built to keep working as the list grows instead of quietly timing out on the send that finally got too big.
- Form Routing & Intake Automation — Submissions categorized by type, checked against existing records, and routed to the person who owns them. Duplicates get matched, not re-keyed.
- Platform Integration — The CRM doesn't talk to accounting. Scheduling is disconnected from the customer database. We wire the tools together so data gets entered once and shows up everywhere it's needed.
- Inventory & Operations Tracking — Live tracking, reorder alerts, transfers between sites, and cost formulas. For HG Oil Holdings this cut back-office logistics time by 95% and pushed inventory accuracy past 75%.
- Renewals & Deadlines That Don't Get Missed — Dates tracked in the system rather than in someone's head, with the reminder chain attached. A managing general underwriter in the Alliant Insurance ecosystem went six months with zero missed renewals.
- Reconciliation & Exception Queues — The machine matches what it can and hands you only what it can't. A Chicago-area bus operator's reconciliation went from a full day to a 15-minute exception queue.
- System Diagnostics & Fixes — Something is slow, clunky, or breaking at the worst possible time. We find the root cause and fix that, rather than adding another tool on top of it.
- Tool Stack Audit & Consolidation — Paying for four subscriptions that overlap? We audit what you have, consolidate where it makes sense, and migrate without stopping the business.
- Employee Onboarding Automation — Document collection, form signing, tax paperwork, and equipment tracking handled before day one instead of during week one.
The pain we hear
- We have three people doing work that shouldn't take any.
- We're still copying data between systems by hand.
- We use six different tools and none of them talk to each other.
- Every time someone quits, half our processes walk out the door with them.
- Half our processes are held together with workarounds nobody documented.
- Our best people are buried in busywork instead of the work we hired them for.
How we're different
- We diagnose before we prescribe. Full audit of your tools, data flow, and bottlenecks — then a clear fix plan with costs and timelines before any work starts.
- Every platform your business runs on. QuickBooks, ServiceTitan, Square, Jobber, HubSpot, Salesforce, custom databases — we've integrated, migrated, and repaired them all.
- Measured in hours recovered and errors eliminated. HG Oil Holdings: 95% less back-office logistics time. A Chicago-area bus operator: reconciliation from a full day to a 15-minute exception queue. If it doesn't pay for itself, we don't ship it.
AI Integration.
AI put exactly where it earns its place — reading documents, classifying, drafting — with a human gate on anything that matters. It isn't a product you buy from us. It's how the work gets done, and where it belongs inside your system.
Capabilities
- Document extraction and classification
- AI-assisted drafting with approval gates
- Corrections that turn into durable rules
- AI inside the workflow, not bolted on beside it
What we build
- Document Extraction & Classification — A photographed bill becomes a categorized ledger line. In FarmBooks, the line amounts have to match the printed total within two cents or the whole bill is held for a human, so a misread line surfaces instead of vanishing silently. A line that goes missing between stages stops the run.
- A Human Gate on Anything That Matters — Handwritten bills are always routed to a person and never auto-posted. Anything the system isn't confident about goes to a review queue instead of quietly into the books.
- AI-Assisted Drafting, You Approve — AI proposes the email, the summary, the categorization. A person approves it before it goes anywhere. Nothing autosends.
- It Learns From Your Corrections — When you fix something the system got wrong, that correction is stored as a durable rule. The same input resolves itself next time instead of coming back to your queue.
- AI Inside the Workflow, Not Bolted On — No chatbot parked in the corner of the screen. The model sits at the step where the work actually happens — reading the document, sorting the intake, drafting the follow-up — inside the system your team already uses.
- Structured Output You Can Audit — FarmBooks ends in a formula-driven spreadsheet — Month Summary and Ledger with live rollups, synced two ways with SharePoint, where a human edit always wins. You can check the machine's work in the tool you already use.
The pain we hear
- Someone here retypes the same information off a PDF every single day.
- We were sold an AI tool. Nobody uses it and nobody trusts it.
- If the software is going to be wrong, it needs to tell me which one it got wrong — not let me find out at tax time.
- We can't have software emailing customers on its own.
- We fix the same mistake for it over and over and it never learns.
- A build like this used to be a three-month quote we couldn't justify.
How we're different
- It proposes. A person approves. Anything touching money, a customer, or the books passes a human gate before it counts. Handwritten bills never auto-post, and low-confidence reads go to a review queue.
- A missed line shows up instead of disappearing. Every line on a bill has to add up to the printed total within two cents before anything posts. When it doesn't, the bill lands in a review queue where somebody sees it. On a farm bill, that is the difference between books you can file and books you have to go re-check by hand.
- Three weeks instead of three months. AI is why a build that used to take a quarter now takes weeks — with guardrails, safety protocols, and code review steps around it. That speed is what makes a custom system cost less than configuring someone else's platform.
