Client work

What they came to us with

Leasing back offices re-key the same deal terms again and again: from the LOI into the lease, from the lease into the signature package, and from there into the property management system. Each hand-off is a chance for a wrong rent, date or escalation to slip into an executed lease. George Urban wanted the copy and paste gone without taking their leasing team out of the decisions.

The lease grader was their idea. We built it with them as our development partner.

What we built

• A lease portfolio portal. One place for the portfolio, the lease book, upcoming renewals, tenant research and documents, scoped by property.
• An LOI-to-lease pipeline. Claude reads the LOI and drafts the lease terms. A refusal-first grading step blocks any value the source documents don't support.
• Access by property. Database-level access rules mean each operator sees only the properties they manage.

How it's checked

• Rents, dates, escalations and other financial terms are checked by code against bounded rules before a draft moves forward.
• George Urban's leasing lead reviews and approves before anything reaches the system of record.
• Every exception a reviewer catches becomes a proposed rule, so the same mistake is stopped by code next time.
• The grader carries a test suite and an evaluation gate, and a George Urban operator reviews each release before it ships.

Where it stands

The portal and grading pipeline are in use with George Urban's leasing team. We are extending the workflow toward signature and property-management handoffs one step at a time, with the leasing team deciding at every step. George Urban is opening the platform to other property managers; ask us about it.

What they came to us with

Lenders and debt buyers carry liens across many states and thousands of counties. Filing, amending, assigning and terminating each one is slow, manual work, and warehouse lenders and their verification agents want proof that every filing was actually recorded. When a loan portfolio changes hands, every lien needs an assignment, and every assignment has to be confirmed.

What we're building

Voyont files UCC-1 financing statements and UCC-3 amendments, assignments and terminations, plus county fixture filings where counties accept them electronically. ERP Access builds the layer that makes it work at portfolio scale:

• Bulk intake. Secure upload of a whole portfolio file, parsed record by record.
• Routing. Each record sent to the right state or county filing connection.
• Return path. The as-recorded copy comes back and is stored against the original submission.

How it's checked

Every recorded filing is compared field by field against what was submitted, so a lender has proof of filing on demand and any mismatch goes to a person.

Where it stands

In development. The first release covers the states and highest-volume counties launch customers file in today. If you file UCCs at volume, tell us how you file and prove liens now.

What they came to us with

When two healthcare companies combine, the finance systems still have to close every month. Medically Home's NetSuite environment needed to stay supported, changed safely and audit-ready through the combination with DispatchHealth.

What we do

Our NetSuite Admin-as-a-Service team supports Medically Home's production and sandbox environments: integrations and file feeds, user and role changes, period-close fixes and release upgrade preparation.

How it's checked

• Changes are made and tested in sandbox before production.
• Protected health information stays in the clinical systems built for it. Oracle states the NetSuite AI connector hasn't been assessed for HIPAA, so we don't route health data through it.

Where it stands

Ongoing.

What they came to us with

ERP Access has supported RAPT Therapeutics' NetSuite environment as its admin-as-a-service team. As RAPT plans its move off NetSuite, the question became how to leave without losing years of financial and payroll history that auditors and the next team will ask for.

What we do

We keep NetSuite supported through the transition while we extract and archive RAPT's NetSuite and NetSuite Payroll data in the format the receiving team asks for, starting with samples they sign off on.

How it's checked

Archived totals are tied back to NetSuite before hand-off, and the documentation auditors will ask for travels with the archive. The full process is on our services page.

Where it stands

Ongoing.

SaaS Rebuild

An open-source toolkit for auditing a SaaS tenant you own: preserve the data, find which features are actually used, and plan a smaller replacement backed by evidence. Published under the MIT license. Open the workspace or read the code.

FixMySauna

A parts storefront for Coastal Saunas infrared saunas: a catalog organized by model, a quote builder, and quote requests routed to the parts team for fitment check and pricing.

Open source

Agent tooling, MCP servers and ERP forensics utilities we've published along the way, on GitHub.