Services - Custom software for the parts of your business that don't fit inside standard software.
Your CRM, ERP, accounting platform, project-management software, and spreadsheets may each do their job. The problems usually appear between them.
Cass & York designs and builds the applications, automation, and integrations that fill those gaps.
01
Custom Operations Software
Turn an internal process into software built around your business.
We build custom applications for important workflows that are too specific, too manual, or too fragmented for off-the-shelf software.
- •Estimating and quoting
- •Pricing and calculation tools
- •Approval workflows
- •Project and job intake
- •Customer and vendor management
- •Operational dashboards
- •Reporting and exports
- •Administrative systems
Good fit
You have a process employees perform every day using some combination of spreadsheets, email, PDFs, forms, SaaS products, and institutional knowledge.
02
Document Processing & Operational AI
Stop retyping documents into your systems.
We build document-processing workflows that turn incoming PDFs, scans, photos, forms, emails, and handwritten documents into structured business data. The system extracts the information you care about, validates it against your business rules and existing records, routes uncertain results for review, and sends approved data directly into your ERP, CRM, accounting platform, database, or custom software.
- •Invoices and receipts
- •Manifests and delivery tickets
- •Estimates and requests
- •Applications and forms
- •Inspection sheets
- •Work orders
- •Handwritten field tickets
- •Email attachments
Document-to-system workflow
Incoming Documents
PDF · Scan · Photo · Email · Form · Handwriting
AI Extraction
Relevant fields become structured data
Validation + Business Rules
Check formats, required fields, totals, and existing records
Confidence Routing
Uncertain results are never silently accepted
Human Review
Resolve exceptions
Auto-Approve
High confidence
Validated Structured Data
Original document and extracted values remain traceable
Your Operational Systems
ERP · CRM · Accounting · Database · API · Custom Software
Good fit
Customers, vendors, or field teams send operational paperwork that employees must read, interpret, validate, and retype into another system.
03
Systems Integration
Make your existing systems operate like one business.
We build the software layer between platforms when information needs to move reliably across your operation, including the validation, monitoring, reconciliation, permissions, and exceptions simple connectors miss.
- •CRM and ERP
- •Accounting and billing
- •Inventory
- •Payments
- •Ecommerce
- •Third-party APIs
- •Internal databases
- •File and data feeds
Good fit
People or brittle automations are moving critical information between systems, and failures are difficult to detect or reconcile.
04
Software Modernization
Keep the business logic. Replace the fragile system around it.
Some companies do not need an entirely new process. They need a better implementation of the process they already depend on. We determine what is worth preserving, what should be redesigned, and what should be replaced.
- •Legacy internal applications
- •Spreadsheet-driven systems
- •Outgrown prototypes
- •Fragile low-code apps
- •Difficult codebases
- •Disconnected tools
- •Wrong-fit architecture
- •Unmaintainable workflows
Good fit
An important system still works, but changing it has become risky, slow, expensive, or dependent on one person.
Production Readiness
A focused, productized offer
Built something already? Make sure it can survive production.
We assess architecture, security, reliability, data handling, integrations, monitoring, and critical workflows, then deliver prioritized findings and a practical fix plan.
View the Production Readiness Audit →Not sure which service you need?
You probably don't need to know.
Tell us what your team is trying to accomplish, how the process works today, which systems are involved, and what keeps going wrong. We'll determine the appropriate technical approach.
Show Us Your Workflow