Local-First Family Office Automation
Self-hosted automation infrastructure for a NYC family-office and real-estate operator, starting with insurance expiration tracking and expanding toward rent delinquency, loan, cash, QuickBooks, and internal WhatsApp workflows.
Problem
Family-office and property operations teams often run on local files, QuickBooks Desktop, AppFolio exports, inbox reports, banking portals, and manual follow-up. The work is sensitive, exception-heavy, and hard to move into generic SaaS without creating data-risk, adoption, or ownership problems. Missed insurance expirations, stale delinquency reports, unclear cash timing, and manual QuickBooks workflows all create operational risk.
Solution
A local-first AI operations layer that runs on the client's own hardware and works around existing systems instead of replacing them. The foundation establishes the workflow machine, secure local access, credential storage, logging, backup workflow, and monitoring. The first accepted workflow pattern is insurance expiration tracking: scan the source spreadsheet, surface upcoming and overdue expirations, send configurable reminders, and produce a daily summary so exceptions are visible before they become urgent.
Results
Tech Stack
Want something like this for your team?
Fixed-price engagements. No retainers. Most projects ship in 1–6 weeks.
Book a Discovery Call