AI tools · for owners and executives at professional services firms

We learn your task. Then we build a tool that already knows it.

We look at the work you repeat every week, decide which parts AI can take, and build private toolkits that do it for you. No learning curve.

For people who still do recurring work themselves

tools.yourcompany.com
Harbor & Finch Toolkit4 tools
Timesheets Reconciliation Quotes Weekly KPIs
sept-timesheets.xlsx Drop timesheets here or click to browse .xlsx · .csv · multiple files
Summary● Ready
M. AlvarezOps41.5
J. OkaforField38.0
R. ChenAdmin40.0
D. WhitfieldField44.0
PTO flagged3 entries✓
Payroll fileDownload →
Built by RoleMadePrivate · Bookmarkable
Lives on your own domain. Bookmark it.
One tab per task. Your standards built in.
Built for the person who actually does the work.
What we buildPrivate tools with the instructions built in
Who it's forExecutives and owners at professional services firms
What you doDrop in the file, the notes, or the form
What you learnNothing. That's the point.
01Your task
02Your rules
03Your toolkit
04Your domain

How it works

Four steps. You only show up for one.

Most AI advice puts the learning on you. We put it in the tool, and the first one is free.

01Your task

Pick one job

Something you do the same way every week and would rather not. It usually lives in a spreadsheet, an inbox, or a folder of PDFs.

02Your rules

We learn it once

One walkthrough. You show us how you do it, what good looks like, and what to watch for. We write those steps into the tool so you never have to explain them again.

03Your toolkit

You get a tool

A clean page with your company's name on it. Drop in the file, the notes, or the form. The finished work comes out the way you would have done it. Add more tools as you find more jobs.

04Your domain

It lives with you

Your toolkit sits on its own private address. Bookmark it, share it with the person who needs it, open it like any other page. Nothing to install.

01Your task
02Your rules
03Your toolkit
04Your domain
One repeated job Spreadsheet in Your steps, written in Learned once One tab per job Drag in, get back Your own address Nothing to install

Where it fits

Jobs we usually start with

If you, or someone senior, does any of these by hand, that's the first tool. Each one follows the same steps every time, which is exactly what makes it buildable. Spreadsheets, documents, notes, forms: the input doesn't matter, the repetition does.

Finance

Month-end reconciliation

Bank exports in. Matched transactions and the ones that need a look out.

XLSX→Report

Operations

Timesheets to payroll

Every timesheet in the folder, one clean payroll summary, PTO already flagged.

Folder→Summary

Sales

Quotes from intake forms

A filled-in form goes in. A priced, formatted quote in your template comes out.

Form→PDF

Leadership

Weekly numbers

Three exports in, the report you present every Monday out. Same layout every week.

Exports→Report

HR

PTO and leave tracking

Pull every leave entry out of the timesheets without opening a single one.

XLSX→List

Client work

Notes into deliverables

Meeting notes in. A formatted client document, in your house style, out.

Notes→Doc

Straight answer

Is this for you?

We'd rather tell you now than after a call.

A good fit

  • ✓You or a senior person spends hours a week on work that repeats
  • ✓The task follows the same steps every time
  • ✓You'd rather hand it off than learn a new platform
  • ✓Professional services or similar, roughly 5 to 50 people

Not a fit

  • –The task changes every time it's done
  • –You want a chatbot, or you want to learn prompting yourself
  • –The work needs judgment calls nobody can write down
  • –You're looking for a full software rebuild

How it starts

The first tool is free. Then we talk.

Send one real example of a task you repeat. We build the tool, you run it on your own file, and you see the output before anything is paid for. If it isn't useful, you've lost nothing.

Get your first tool free →

The guarantee

  1. Before we build, we pick three real past examples together and agree on what the correct output was.
  2. The tool passes when it reproduces them. Not "feels right." Matches.
  3. If it doesn't pass, there is no build fee. After that it's month to month. Stop any time and the toolkit simply goes offline.

The math

Three hours a week is not a small number.

Move the sliders. This is what the task already costs at your rate, before anything changes. That's the number we build against.

Per year, today$30,000

Hours × rate × 50 working weeks. Your own numbers will be more accurate than ours.

Also

Two more things we do

Pick the job you'd hand off first. The first tool is free.

Get your first tool free →