Purchase orders, timesheets and remaining hours in one place
Before
Hours reconciled by hand every Friday
After
Field crews log hours from site; the office sees remaining budget per job the same day.
- monday.com
- Make
Fix how the firm runs. Then wire the tools to it.
Your business grew and your systems didn't. We put every client, job and deadline in one place, with nothing retyped. From owner‑led firms to enterprise teams.
Start where it is costing you most.
Start with the operation when nobody agrees how the work should run. Start with the tools when the work is clear but spread across five systems. Most clients end up with both.
When the operation is the problem
Business improvement
The firm runs the same way whether or not you are in the room.
- Business process consultingFind where the work leaks time and money, and fix the flow before the software.
- Operating system and ISO 9001:2026A practical operating system for the firm, written to the standard and tracked where the work is.
- IT service managementTurn an IT team that answers tickets into a service with SLAs and a record behind it.
When the tools are the problem
Tools integration
Fewer tools, more output. One working surface, wired to the rest.
- Systems integrationOne operation on one working surface instead of five tools and a spreadsheet.
- Governed AI agentsClaude does the reading, chasing and first drafts. A named person stays accountable.
- Managed AI employeesOnboarded like a hire, run and governed by us, switched off by you at any time.
- Training and adoptionCoaching on the boards and automations your team uses every day, until it is simply how work is done.
Four steps up. You can get off at any one of them.
Each step is priced before it starts, and each one leaves you holding something you can use even if we never speak again.
- 01One-time · two weeks
Discover
We map the manual processes and size the return.
- 02Included · priced in writing
Design
The workspace, data and automation design, priced in writing.
- 03One-time · four to ten weeks
Build
Fixed scope, built inside how you already work, your team trained on it.
- 04Monthly · cancel any time
Run
We watch, error-handle and tune what we built.
- We run what we sell
- One architect, end to end
- Fixed scope, written price
- Governance you can show an auditor
What each engagement includes. No call needed.
Three operations, rebuilt where the work actually happens.
Client names withheld at their request. We publish a figure only when the client signs off on it.
Bookkeeping and tax-return pipeline on one board
Before
Status lived in inboxes and in someone’s memory
After
Every client, missing document and return stage on one board, with the chasing automated.
- monday.com
- Make
- Claude
Six years of location KPIs, readable at last
Before
Six years of KPIs locked in a booking platform with no usable export
After
One row per location per month, so operations compare centres on one board, not in spreadsheets.
- monday.com
- Make
Fidelis Labs started inside an accounting practice, and a named architect owns every system we install. About us and the team
Bring one real problem. Leave with a straight answer.
Fifteen minutes with the architect who would build it, not a sales rep. You hear whether this stack solves your problem, and what to do instead if it does not.
Book a 15-minute fit checkOpens our booking page. Pick a slot, get the invite. No form first.
A short form, right here. We read it before we reply.
What you send is used only to prepare for the conversation you asked for. No list, no drip sequence.