Custom operational software
Cass & York designs and builds software for complex workflows, disconnected systems, and processes that have outgrown spreadsheets, PDFs, and manual work.
Where software breaks
A quote starts in a spreadsheet. A PDF arrives by email. Someone copies information into the CRM. An approval happens in Slack. Accounting enters it again.
Eventually, the workaround becomes the workflow.
We build the missing software layer around how your business actually operates.
What we do
01
Purpose-built applications for estimating, quoting, approvals, project intake, customer management, reporting, and daily operations.
02
Turn PDFs, scans, forms, emails, and even difficult handwritten documents into validated data inside your ERP, CRM, accounting platform, or internal systems.
03
Reliable connections between CRM, accounting, payments, inventory, ecommerce, internal databases, and third-party platforms.
04
Replace fragile spreadsheets, aging internal tools, outgrown prototypes, and systems that have become too difficult to extend.
Selected work
Operational software / Construction
A complete quote lifecycle spanning multi-step estimating, pricing logic, approvals, customer data, reporting, administrative controls, and PDF generation.
Horizon Roofing
Explore the project →AI + Operations / Construction
An AI-assisted platform combining PDF plans, measurement tools, material workflows, project data, document processing, and AI assistance.
AutoTakeoff
Explore the project →B2B Operations / Integration
Customer-facing and internal software for onboarding, automated provisioning, Zoho integrations, administration, billing, and data synchronization.
Vintel
Explore the project →What we build
If an important process depends on people moving information manually between systems, there is probably something worth fixing.
Best fit
We work best with companies where software is part of the operation, but building software is not the core business.
Estimating, project intake, documents, approvals, field-to-office workflows, and customer portals.
Customer onboarding, provisioning, account workflows, CRM integrations, billing, and internal tools.
Directories, provider networks, search, data synchronization, member management, and discovery experiences.
How we work
We learn how the process works today, where information originates, who touches it, and where the work breaks down.
We determine what should be automated, integrated, rebuilt, or left alone, then shape the software around the operation.
We design, develop, test, and connect the system to the tools your business already relies on.
We refine the software based on real usage, exceptions, changing requirements, and new opportunities for automation.
Start with the process
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call