Accounts · Systems · Operations

The wiring behind your business.

Every department works better when it's connected. We run the books, build the systems and carry the admin, so information flows and you stay at the helm.

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Sales + orders Accounts Operations Tech + tools COPPERCREW One clear view
LEFT: the moving parts of your businessRIGHT: what you steer by
01Full accounts02Order books03Invoicing04Fulfilment05Portals and payments06Workflow automation07Reporting08Operations support 01Full accounts02Order books03Invoicing04Fulfilment05Portals and payments06Workflow automation07Reporting08Operations support
Services

Four jobs, one crew.

Qualified accountants and CPAs alongside the people who build the systems. No hand-offs between vendors.

Accounts

Books, reconciliations, month-end, tax-ready.

Systems

Order books, invoicing, fulfilment, portals.

Automation

The repeat work runs itself. Exceptions reach a person.

Operations

Admin, testing and checking so everything holds.

Pipeline

From first call to running clean.

01

Listen and map

We learn how the business really runs and where the load sits.

FREE FIRST CALL
02

Plug in

We connect to your books, tools and people, in stages.

SHOWN, FIXED PRICE
03

Run it

One accountable crew on retainer. Nobody counts minutes.

ONGOING
04

Improve

We find the next bottleneck and fix it before you feel it.

CONTINUOUS
Proof

Six problems we took off our clients' hands.

Six recent builds, from lending to legal to a personal AI assistant. Client names withheld.

Illustration of a loan tranche screen: funding terms, participant allocation and a repayment schedule
Illustration of the kind of screen we built.
Private lending

From bank-detail chasing to one click

The problem

A private lending firm in the investment space was onboarding every investor by hand: collecting bank details, receiving funds, reconciling, paying people out, and working out factor-rate statements every two weeks.

What we built

A deliberately simple CRM, so the team could talk to people quickly without wrestling a complex system. When someone is ready, one click. Everything after that runs itself: the contract, the banking details, spotting incoming payments, calculating payouts and statements, and pre-batching the bank payments for the person in control to approve.

  • One click to onboard
  • Incoming payments detected automatically
  • Payouts and statements calculated for you
  • Bank batches ready for approval
Illustration of a community admin screen: a searchable member list filtered by tier and status
Illustration of the kind of screen we built.
Global membership

One platform instead of three failed attempts

The problem

A membership company with members all over the world had tried School and built with no-code tools like Softr and Bubble. Each became too complex and too hard to run.

What we built

A single system that onboards members and handles upgrades and downgrades, manages every call, and lets members search the call library with AI. Members find what they need, connect with each other worldwide, see what's coming up, get booked onto calls automatically and receive reminders. It connects straight into Xero, and we run the full accountancy suite too: bookkeeping and government company filings.

  • Members in many countries, one platform
  • AI search across every call
  • Live connection to Xero
  • Bookkeeping and filings included
Illustration of a client portal: a step-by-step sidebar, an explainer video with a written copy and a short checklist
Illustration of the kind of screen we built.
Legal

From a handful of clients to thousands at a time

The problem

A law firm was scaling from small numbers of clients to onboarding thousands at once. Clients had several email addresses, contracts needed signing, and the firm had to communicate with everyone at scale.

What we built

A client portal that recognises people across multiple email addresses, signs contracts automatically and supports mass communication. The firm can record a video and drop it into the portal in moments. Forensic watermarks on every video mean that if one is shared outside the portal, it's clear who shared it.

  • Multiple emails, one client record
  • Contracts signed automatically
  • Video in the portal in moments
  • Watermarks that trace any leak
Illustration of an investor dashboard: verification status, a capital-call progress tracker, portfolio overview and recent activity
Illustration of the kind of screen we built.
Hedge fund

An investor portal they could fully shape

The problem

A hedge fund wanted its own investor portal to manage investor funds flowing into different investment strategies, without being boxed in by an off-the-shelf product.

What we built

A portal connected to institutional custodial crypto wallets and to the KPMG audit trail, so every movement is tracked for audit. The fund can customise the platform however it sees fit.

  • Investor inflows by strategy
  • Institutional custodial wallets
  • Audit trail aligned with KPMG
  • Fully customisable by the fund
Illustration of an operations dashboard: key figures, a lead pipeline by stage and a list of files needing attention
Illustration of the kind of screen we built.
Property finance

A funding platform that runs itself

The problem

A property funding business wanted a fully autonomous way for developers to find finance for their investments, from property flips to remortgages and DSCR loans.

What we built

A complete platform that guides people through an AI-powered chat from first question to funding request. A two-level referral system lets people join as partners and share links with their own networks, who are looking for zero-finance flips, remortgaging or DSCR loans.

  • AI chat guides every applicant
  • Two-level partner referrals
  • Flips, remortgages and DSCR loans
  • Runs without manual handling
Illustration of a personal AI assistant dashboard: one searchable list of calls, messages and emails with summaries, tags and actions
Illustration of the kind of screen we built.
Personal AI

One place for everything an executive has to keep track of

The problem

A busy executive had calls, team meetings, WhatsApp messages and emails spread across a dozen apps, with no way to search across them or find what was said and promised.

What we built

A personal AI assistant with its own sharp, unflappable personality. Every Zoom call, team meeting, WhatsApp call and message, and email lands in one searchable dashboard. Calls can be shared or downloaded, transcripts can be questioned in plain English, and tasks and follow-ups are pulled out automatically. It is the single source of truth for one person's working life.

  • Calls, messages and emails in one searchable place
  • Ask questions of any transcript
  • Share or download calls in a click
  • Tasks and follow-ups pulled out for you

Client names withheld.

Crew

Four people, years of working together.

Illustrated portrait of DaniDaniLeads and designs the systems
Illustrated portrait of KathleenKathleenAccounts and operations
Illustrated portrait of AliAliBuilds the technology
Illustrated portrait of MauricioMauricioMarketing, keeps the current flowing
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