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DevOps / Custom engineering

Your next advantage.
Engineered.

A client portal. An internal tool. A better connection between your systems. We design, build and deploy software around how your business actually works.

Talk through your buildExplore a real build

In-house engineering. From the first decision to the working system.

Five product views inside one custom engineering engagement. Plutify product demo.
Built for PlutifyPlutify product demo

Custom software. AI systems. Real client work.

PlutifyGTM NetworkMomeni IncLinda’s CareFull Stack AgencyScaling Webinars

The idea is the start.
The working system is the point.

One in-house team, from the operating problem to the people using the finished work.

Business contextCarried forward
Business contextConnected to the brief
The operating brief
A clearer client experience

What must the first release do?

User
A client reviewing their business
Need
Understand the latest numbers
Boundary
Keep source records protected
Engineering with context.
The operating brief

Start with the work.

Map the people, information and decisions the software needs to support.

Responsible peopleYour team + RECAST
Before the next stepAgree the useful first release
What moves forwardA scoped workflow and acceptance criteria

Illustrative delivery process. Scope, acceptance criteria and handoff are agreed for your engagement.

PlutifyOne custom build. Five connected views.

The firm’s expertise.
A better client experience.

Plutify’s books were already in QuickBooks. Its clients needed a clearer way to understand them. RECAST built the client-facing layer: a branded financial portal with scoped access, reporting views and a place to ask the next question.

Finance

Make the numbers easier to work with.

Bring selected QuickBooks information into a focused financial workspace. Period controls and readable views give the firm and its clients a clearer way to review the numbers while QuickBooks remains the accounting source of truth.

  • Financial views around the client
  • A chosen period, a clearer question
  • Read-only access to the source books
The recorded financial workspace, its summary views and ledger. Figures shown belong to the product demonstration.
Plutify — Financial viewsPlutify product demo
CFO Chat

Put the next question beside the work.

CFO Chat brings questions into the client workspace, with conversation context and connection requirements made explicit. Financial answers depend on the selected client’s authorized connection; the accounting records stay read-only.

  • Questions within the workspace
  • Client-specific connection status
  • People control consequential actions
The recorded chat interface and its connection boundary. The selected demo tenant requires QuickBooks setup, so the assistant does not claim to answer with live financial figures.
Plutify — CFO ChatPlutify product demo
Clients

One firm. A workspace for each client.

Give customers a branded place to review their own information. The build separates owner and client access, with client context carried through the portal’s data paths as well as its interface.

  • A Plutify-branded experience
  • Owner and client access
  • Client-specific context and views
The client roster, filtering and access surfaces. Roster and capacity figures are not adoption claims.
Plutify — Client workspacesPlutify product demo
Reports

Give recurring reporting a home.

Bring familiar report formats and their draft history into one workspace. Plutify groups the reporting surfaces around the reviews an accounting firm needs to prepare for its clients.

  • CFO packets and cash snapshots
  • Variance and client-summary templates
  • Draft history with clear status
Report templates and archived drafts in the current workspace. Generation and export depend on the required client data connection.
Plutify — Reports and draftsPlutify product demo
Integrations

Connect the source. Keep the control.

The portal is built around a read-only QuickBooks integration. Its connection workspace separates the owner connection from each client’s setup and makes additional provider requirements visible.

  • QuickBooks read paths
  • Visible connection and setup status
  • Defined access for each action
The owner QuickBooks connection is shown as active. Client OAuth setup and additional provider consent remain separate requirements in the current demo.
Plutify — Connections and controlPlutify product demo

The experience changes.
The source stays protected.

Inside the engineering behind Plutify: a branded client portal around a read-only QuickBooks connection.

Accounting source of truth
QuickBooksQuickBooks records Source books unchanged
Access boundary
Client scope checkedSelected client + period
RECAST integrationPermitted read requestRead access
Report templatesDraft preparation
PlutifyClient portal

Financial views

A client-facing view of the relevant accounting data.

  • Period selection
  • Source financial records
  • Branded client experience
Read-only connection

Useful views. Protected source records.

The portal reads the permitted QuickBooks information for the selected client and period. The original books remain in QuickBooks.

Illustrative architecture, based on Plutify’s portal foundation. Connection availability and configured permissions determine the experience.

Build the missing piece.
Connect the whole.

A customer-facing product, a critical integration or a more dependable foundation for software you already use. We shape the engagement around the work that needs to happen.

Products people can use.

Give your customers and your team an interface shaped around the work.

Your service
Your interface
Your customer

Customer portals and applications

Turn a service or operating model into a useful branded experience.

What we can build
  • Client workspaces
  • Role-based access
  • Tailored interfaces
  • Clear user journeys
Context
Work
Decisions

Internal tools and command centers

Bring context, work and decisions into a shared operating view.

What we can build
  • Management views
  • Work queues
  • Business rules
  • Connected records

Work that crosses systems.

Build the connections that turn separate tools into a working process.

Source
Mapped data
Destination

Integrations and data flows

Join the source systems behind the workflow, with a clear path for exceptions.

What we can build
  • API connections
  • Data mapping
  • Event-driven handoffs
  • Error and retry handling
Context
Prepared work
Review

AI inside the application

Add intelligence where it serves the task and fits the decision being made.

What we can build
  • Scoped context
  • Useful retrieval
  • Draft preparation
  • Human review and escalation

A foundation you can operate.

Plan the release, the responsibilities and the way the system will evolve.

Build
Verify
Release

Infrastructure and deployment

Take the build into an environment with defined access and operating responsibilities.

What we can build
  • Hosting architecture
  • Release processes
  • Authentication and logs
  • Recovery plans for the agreed scope
Existing system
Working slice
Next stage

Modernization and technical direction

Work through the constraints in an existing system and improve it in stages.

What we can build
  • Architecture reviews
  • Legacy-system bridges
  • Migration planning
  • Technical oversight
Delivered means usable

A working system.
A clear way forward.

The build ends with your team able to use it and understand what comes next. We define the handoff alongside the work, so accounts, operating knowledge and responsibilities have a clear owner.

Client-specific rights are set out in the engagement. Hosting, providers and ongoing maintenance have defined costs and responsibilities.

Your engineering handoffScoped to the build. Ready for your team.
Source and configuration
The agreed repository or delivered system configuration.
Architecture and connections
Environments, data sources and material dependencies.
Operating guide
How to use the workflow and handle known exceptions.
Access and continuity
Account control, credential handover and recovery responsibilities.
Test evidence and training
What was checked and how your team uses the accepted scope.

Engineering stays in-house.

Named leads. A shared delivery team. Five supporting engineers working alongside the people responsible for your build. No subcontracting.

Meet the team
Daniel Derzic
Daniel DerzicHead of Development

Architecture and technical decisions

Manzar Ali Anjum
Manzar Ali AnjumLead Developer

Implementation, integrations and verification

Yehia Al Hussein
Yehia Al HusseinHead of Client Success

Onboarding, decisions and handoff

Saadi Sabah, Plutify
Saadi SabahPlutify Bookkeeping
Plutify

From monthly files to a financial workspace.

The problem
Good accounting data was hard for clients to use. Static reports and unfamiliar software left the firm carrying the context.
The build
A branded portal, client-specific access, live QuickBooks reads, financial views, reporting surfaces and CFO-style questions.
The delivered foundation
A live, read-only portal with protected APIs and a clear boundary around the books.
Explore the Plutify case RECAST technical case study, August 2026.

Different businesses. Real engineering.

Selected work across custom software, AI systems and integrations. Each case explains what was built and its delivery stage.

Saadi Sabah
Plutify

A financial portal built around the firm.

Branded client views and live, read-only QuickBooks data.

Custom engineering · Live portal foundation
Anas Ikhwan
GTM Network

A cleaner foundation for an AI workspace.

Runtime migration and stabilization for an existing deployment.

Custom engineering · Runtime stabilization
Alex Momeni
Momeni Inc

An operating model made tangible.

A protected executive Mission Control interface for review.

Custom engineering · Executive interface
Haroon Kamal
Linda’s Care

Connect the call to the next step.

A custom voice bridge joining qualification, retry handling and CRM records.

AI SDR · Technical snapshot, May 2026
Louis Appert
Full Stack Agency

A central view across agency work.

A hosted dashboard and a deployment path for an agency operating system.

AI Layer · Technical snapshot, May 2026
Bryant Ward
Scaling Webinars

The system behind the moving parts.

Department workflows and a custom command center for webinar operations.

AI Layer · Technical snapshot, May 2026
Alex Momeni
ConvertSail

Keep the tools and the context together.

Connected agency work across ads, meetings, bookings and delivery.

AI Layer · Technical snapshot, May 2026
James Magree
LEED Agency

An assistant that remembers the client.

Client context and recurring reporting support, used by an agency owner.

AI Layer · Client and distribution partner
Tanja Windisch-Hlinomaz
Werkstatt Lichtenthal

A clearer operating back office.

Office workflows and an early-access custom CRM track.

AI Layer · CRM implementation track
Matt Bignold
White Wolf Nutrition

Separate brands. Shared working tools.

Brand-aware workspaces and scoped email-marketing connections.

AI Layer · Connections phased
William Straka
Athletes University

Put business knowledge to work.

Shared teaching context for marketing, sales and client success.

AI Layer · Knowledge foundation
Jane Benjamin
Care Networks

Keep context close to the relationship.

Recruitment workflows and a prepared voice-pilot path.

AI Layer · Client and distribution partner

Built to work with your stack.

We choose the implementation around your workflow, access and requirements. Models, business applications and infrastructure each have a clear role.

  • ClaudeReasoning and preparation
  • OpenAIModel choice
  • ReactProduct interfaces
  • PythonServices and integrations
  • GitHubVersion control and deployment
  • QuickBooks
    QuickBooksAccounting records

Plutify’s build combines a React interface, a Python service and a read-only QuickBooks connection. Other engagements use the technology their requirements call for.

A clear start to the right build.

Scope, ownership and the practical questions behind a custom system.

What do you mean by DevOps?

Our DevOps offer covers custom software and the engineering needed to put it into use: applications, internal tools, integrations, infrastructure and technical direction. We start with the operating problem, then define the right build.

Can you work with software we already use?

Yes. We map the current systems, confirm access and test the connection path before committing to an integration. An API, a migration or a focused bridge may solve the problem without replacing the whole stack.

Do we need a finished specification?

No. Bring the workflow, the constraint and the people who know the work. Discovery turns those into a practical first outcome, a scope, dependencies and a way to check the result.

Do you only build AI applications?

No. A useful interface or reliable integration may be the right answer. Where AI helps, we add the context, permissions and review steps that make it useful within the wider application.

Is Plutify the software we would receive?

Plutify is a custom build for an accounting firm. It shows our approach to product design, data access and engineering. Your system is shaped around your users, workflow and requirements.

Who builds the system?

Our in-house team handles architecture, development, integration and delivery. You work with named technical and client-success leads, supported by our engineers. We do not subcontract the build.

What will we own and receive?

Your data and business accounts stay under your control. The engagement defines the agreed code, configuration, documentation and rights to client-specific work. Existing components and third-party services retain their own licences and terms.

What happens after launch?

We define stabilization, operating responsibilities and support alongside the build. Your team can operate the agreed system, retain us for scoped maintenance, or plan the next improvement. Hosting, provider usage and new development are separate costs.

Can you also help us go to market?

Yes. Consulting covers positioning, launch strategy and GTM advisory, and can work alongside the engineering engagement.

Explore Consulting

Let’s build what comes next.

Show us the work you want to improve—or the product you want to bring into the world.

Talk through your build