Custom operational software/ New York, NY
When off the shelf software stops fitting your business, we build what's missing.
Cass & York connects the systems your business already runs on, brings the data together, and builds the workflows and intelligence those systems can't provide.
[01] Where software breaks
Your business shouldn't have to bend around its software.
The individual systems may work. The problems usually appear between them.
Today
5 tools · 4 manual handoffs
Spreadsheet
A quote starts in a spreadsheet.
Email + PDF
A PDF arrives by email.
CRM
Someone copies information into the CRM.
Slack
An approval happens in Slack.
Accounting
Accounting enters it again.
Eventually, the workaround becomes the workflow.
With Cass & York
1 system · 0 re entries
Quote
Created once, in one system
Documents
Extracted into validated data
CRM
Updated automatically
Approval
Routed and recorded in the workflow
Accounting
Receives the same data, once
We build the missing software layer around how your business actually operates.
[02] What we do
Custom software built around the way your company works.
[03] Selected work
We don't start with technology. We start with the workflow.
[04] What we build
The workflows that usually don't come in a box.
If an important process depends on people moving information manually between systems, there is probably something worth fixing.
[05] Best fit
Built for operationally complex businesses.
We work best with companies where software is part of the operation, but building software is not the core business.
Construction & Infrastructure
Heavy civil, general and specialty contractors, materials, estimating, equipment, and field-to-office workflows.
Manufacturing & Industrial
Manufacturing, equipment, maintenance, facilities, production, and data-heavy industrial operations.
Environmental, Waste & Materials
Manifests, scale tickets, material movement, facilities, counterparties, reconciliation, and billing.
Field & Service Operations
Property services, maintenance, scheduling, crews, jobs, customer communication, and billing.
Transportation & Logistics
Dispatch, drivers, brokers, tickets, documents, customer systems, billing, and operational reporting.
B2B Operations
Onboarding, provisioning, account workflows, billing, CRM, internal tools, and multi-system operations.
[06] How we work
Understand the operation before building the software.
Map the workflow
We learn how the process works today, where information originates, who touches it, and where the work breaks down.
Design the system
We determine what should be automated, integrated, rebuilt, or left alone, then shape the software around the operation.
Build and integrate
We design, develop, test, and connect the system to the tools your business already relies on.
Improve
We refine the software based on real usage, exceptions, changing requirements, and new opportunities for automation.
◆ Start with the process
Show us the workflow your existing software can't handle.
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 →