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Case Studies

Built in our businesses.
Now built in yours.

Each system below is in production today: some running inside businesses a Keystone partner operates, some live with our clients. Real data, real customers, real consequences. Each one is something we'd build for you next.

Five workflows under one roof. Built for an Irish construction company.

An Irish construction company we built for was running its commercial operation across spreadsheets and shared OneDrive folders, tender deadlines in one file, contracts in another, payment schedules in a third. Five workflows, five sources of truth, no single view of the business. As project volume grew, the gaps were costing hours every week and creating real risk: missed follow-ups, payment milestones nobody owned, no audit trail. We built them one platform that consolidates the full commercial lifecycle into a single staff-facing hub.

The hub covers the lifecycle end to end: pipeline management with an 11-stage tender workflow, contract management with AI-powered payment-schedule extraction, milestone-driven invoicing, and a project delivery workspace with budget tracking, subcontractor management and weekly progress reporting.

Security is enterprise-grade: role-based access control with route-level enforcement, CSRF protection on every form, contract PDFs validated by content before processing, an append-only audit log covering every state-changing action across the application, and nightly AES-256-GCM encrypted off-platform backups with a tested recovery procedure.

Pipeline CRM Every opportunity tracked from enquiry through an 11-stage tender workflow to project handover. QS assignments, deadlines, funding status and planning status visible at a glance. A full activity log per opportunity so the whole team sees the history without asking.
AI Payment-Schedule Extraction Upload a contract PDF. The model extracts milestone names, amounts, percentages, trigger conditions and due dates, and turns them into a live payment schedule in under 30 seconds. Staff review and correct anything the model gets wrong before going live.
Milestone-Driven Invoicing Generate draft invoices milestone by milestone or in bulk. Track each one through draft → issued → paid. Adjust contract and invoice dates when project timelines shift, without re-uploading anything.
Project Delivery Workspace Every won deal gets its own environment: document checklist mapped to the construction workflow (legal, surveys, design, build, commissioning), financial dashboard tracking budget vs. committed vs. actual, variation orders, subcontractor roster with PO matching, supplier invoice tracking, and weekly progress reporting.

"Five separate systems collapsed into one. Contract payment schedules that used to require manual re-entry now extract in under 30 seconds. Live and in use ahead of the 2026 construction season."

Discuss Your Pipeline

A 30-vehicle waste operation, run by nine specialist agents.

A waste operation we run (30+ vehicles, multi-site, thousands of customers) was losing hours every week to manual processes that should have been automatic. Billing reconciliation. Customer queries. Missed-collection chasing. Route-by-route reporting. We built an operations hub with nine specialist agents sitting above the existing systems. Each agent does one job well. The hub coordinates them all.

The architecture is one core hub with agents bolted on top. Each agent specialises (billing, AR, customer service, reconciliation, reporting) but they all share the same data layer, the same connections to Salesforce, Xero, the route management platform, and the customer portal.

The compounding economics matter here: building agent number ten costs a fraction of building agent number one because the hub already exists. Same data, same plumbing, new use case.

Customer Service Triage Inbound queries (missed collections, billing questions, service changes) read, classified, routed, and (where appropriate) answered automatically. Volume that used to need a full-time coordinator runs in the background.
Invoice Reconciliation Payments from Xero matched against Salesforce invoices automatically. Partial payments, RCT subcontractor treatment, credit notes, all handled. Exceptions surface; we don't chase them.
Missed-Collection Workflow Every reported missed collection triggers a documented chase: route check, customer notification, reschedule logged, credit applied if needed. No more emails sitting in someone's inbox.
Operational Reporting Live dashboards: collection completion rate, revenue per route, margin by client type, AR aging. No-one spending a morning compiling spreadsheets.

"Manual processes that took two days a month now run in under an hour. We added an agent in week six and another in week ten, each one cheaper than the last because the hub was already there."

Discuss Your Operation

Two systems, hundreds of invoices, manual reconciliation gone.

Salesforce and Xero don't talk to each other natively. A monthly reconciliation against payments received, partial payments, RCT subcontractor treatment and credit notes used to absorb four days of senior accounting time every month. AR Guardian handles it automatically inside one of our operating businesses.

The agent reads payment data from Xero, matches it against open invoices in Salesforce, applies the right payment allocation chain (P → WOP → INVP), flags exceptions for human review, and writes the reconciliation back to both systems. Built and live.

The senior accountant's job changed. They went from doing the reconciliation to reviewing the reconciliation. Higher-leverage work, same time investment.

Matched Payments Payments received in Xero matched against open invoices in Salesforce automatically. The clean cases (and most cases are clean) close themselves.
Partial Allocation Logic Partial payments allocated according to the agreed chain: principal first, then WOP, then INVP. Same logic every time. No human deciding case-by-case at 5pm on a Friday.
RCT Treatment Relevant Contracts Tax handled for subcontractor invoices: withholding, deduction, audit trail. Compliant by construction, not by review.
Exception Surfacing Anything that doesn't match cleanly is flagged with context: which invoice, which payment, what the agent thinks is wrong. The senior accountant reviews; doesn't investigate.

"Four days of senior accounting time freed every month. The exceptions surface, we don't chase them."

Discuss Your AR Process

Work-in-progress to invoiced amount, automatically.

In a professional services business, work-in-progress sitting in a timesheet system isn't cash. It's only cash when it's invoiced, and the longer the lag between delivery and invoice, the more cash is locked up. We built an agent that closes that gap.

The agent pulls WIP data, applies the agreed billing rules (engagement letter terms, capped fees, contingencies), drafts the invoice, and routes it for partner approval before sending. Same agent works across multiple engagement types and billing arrangements.

The result: the lag between work being delivered and the invoice going out compresses from weeks to hours. Senior people stop doing admin and go back to client work.

Timesheet Ingestion WIP data pulled from the practice management system on a schedule. No manual export, no copy-paste into a billing spreadsheet.
Billing Rule Application Engagement-specific rules applied automatically: capped fees, contingencies, hourly versus fixed, retainer offsets. The agent knows the engagement letter.
Invoice Draft Generation Draft invoice produced in the right format, with the right line items, the right narrative, and the right client information. Ready for partner review.
Approval Routing Routed to the right partner with a one-click approve. Adjustments captured and learned. Speed without sacrificing oversight.

"Ten days off the cash conversion cycle on average. The senior team is back on client work, not admin."

Discuss Your Cash Cycle

A founder inbox that reads, sorts, drafts, and escalates itself.

The CEO inbox in a 30-person business is a part-time job. Two hundred messages a day, ninety-five percent of which don't need the founder's attention but ten percent of which absolutely do, and missing one of the ten is expensive. We built an agent that handles the first ninety-five percent and escalates the rest.

The agent reads incoming mail, classifies by priority, drafts replies to routine items (with the founder's voice and style, learned over time), and escalates only what genuinely needs the founder's attention. Suppliers, scheduling, routine internal requests, handled. Big customer escalations, board matters, deal flow, flagged.

The founder sees a triaged inbox, not a 200-message one. Hours back per week without losing visibility on anything that matters.

Priority Sorting Every message classified by importance and urgency. Visual priority on the inbox. The founder sees the ten things that matter first.
Auto-Draft Replies Routine messages (scheduling, FYIs, simple requests) get drafted responses ready for one-click send. In the founder's voice, not generic templates.
Escalation Rules Specific senders, keywords, customers, all flagged for direct attention. The agent knows which clients are mid-deal and which suppliers are critical.
Signal-from-Noise Newsletters, automated notifications, internal CCs, sorted into a separate stream so the inbox is a working tool, not a reading list.

"Eight hours back every week, without losing visibility on anything that matters."

Discuss Your Inbox

Month-end close in hours, not days.

Balance sheet reconciliation at month-end used to absorb the better part of a week from a senior accountant in one of our businesses. Account tie-outs. Intercompany. FX. Audit-trail compilation. The agent runs all of it.

Same input data, same accounting standards, faster output. The agent does the reconciliation; the senior accountant reviews it. The reviewing role is more valuable (it's where judgement actually adds value) and it takes a fraction of the time the doing role used to take.

Close happens days earlier. Management accounts go out days earlier. Decisions get made on month-old data instead of two-month-old data. The cascade effect is significant.

Account Tie-Outs Every balance sheet account reconciled to its supporting schedule automatically. The clean cases tie. The exceptions get flagged with the discrepancy explained.
Intercompany Reconciliation Inter-entity balances matched across the group. Mismatches surfaced with the journal entries that caused them. No detective work required.
FX Adjustments Multi-currency revaluation applied automatically at month-end rates. P&L impact captured. Translation differences booked.
Audit Trail Generation Every step of every reconciliation logged with the data sources, the matching logic, and the output. Audit-ready by default, not as a separate exercise.

"Close compressed from days to hours. The senior accounting team is looking forward, not looking back."

Discuss Your Close
Your Business Is Next

Sectors differ.
Operations rhyme.

The case studies above span construction, legal practice, waste operations, finance and founder productivity. Some are running inside businesses we operate; others are live with our clients. The patterns repeat. If you have revenue, costs, and operations, the same playbook applies. Twenty minutes on the phone is enough to know whether we can help.

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