Local-First Family Office Automation
Self-hosted automation infrastructure for a NYC family-office and real-estate operator, with insurance expiration tracking running daily and rent delinquency outreach gated behind human approval.
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. The insurance workflow has been running in production daily since June 2026, with heartbeat monitoring and daily exception summaries.
Results
Tech Stack
Want something like this for your team?
Fixed-price builds. Optional monitoring & support retainer after go-live. Most projects ship in 1–6 weeks.
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