Up and running in three steps.
From a dedicated, branded deployment to a live operation running on your own data.
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Deploy your instance
We stand up a dedicated, isolated instance on its own database, white-labeled to your firm's brand and domain.
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Load your data
Connect your tools and migrate your accounts, engagements, and finance. We run the historic backfill with you and agree its scope and cost before it starts, so the corpus arrives current without a surprise bill.
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Run your ops
Work engagements, bill clients, track margin, and ask Wita what needs attention, all in one place, on data you own.
Connects to where your work already happens
Signals flow in, get gated for relevance, and surface only what matters.
Draining on a schedule today
Built or planned, switched on with us
Solid chips drain on a schedule in production today. Dashed chips are either built but not yet run against live data (Zoom, Fathom, QuickBooks) or not built yet (Teams, Salesforce), tell us which you need. A one-time HubSpot import exists as an operator-run migration; there is no live HubSpot sync. Connecting any source is a step we do with you during onboarding, not a switch you flip alone, because each one needs its own provider app and review.