For Businesses Running Legacy Software

Automated workflows for the software cloud tools can’t touch.

Desktop Flows automates the old, local software your business still depends on, the database, the practice-management tool, the program that only lives on one computer. If it’s still doing real work, we can still automate it.

Sound Familiar?

The software is old. The workload isn’t.

Legacy tools don’t come with modern conveniences, which usually means a person is doing by hand what software should be doing for them.

  • 01 The same record typed into two different systems, every time
  • 02 Paperwork and forms transcribed by hand into old software
  • 03 Mismatches between systems that go unnoticed until they’re a real problem
  • 04 No API, no integration, no obvious way to automate it, or so it seems

If your business still runs on software from 2008, we can still automate it.

No API required. We build automation that works with the software you already have, reading, entering, and reconciling data the same way a person would, just without the person.

See it in action

Every record checked, matched, or flagged before anyone opens a spreadsheet.

These are two working examples of real Desktop Flows builds, a straightforward legacy sync, and the hardest build we do: multi-system reconciliation. Switch between them, run a few sample records through each, and try one of your own.

```
Today's reconciliation runQuiet for now
Checked0
Nothing yet. Run the first comparison.

Select a record to see how it was reconciled.

Try one of your own
Same matching logic, live.
You decide what each outcome gets
These are the rules for this demo, in your version, the match key and tolerance are written around what actually counts as "close enough" for your business.
Your legacy system feedQuiet for now
Incoming0
Nothing yet. Let the first record arrive.

Select a record to see how it was handled.

Try one of your own
It'll be checked the same way.
You decide what each kind of record gets
These are the rules for this demo, in your version, they're written around your systems and what actually counts as something needing your eyes.
```
A Few Things It Handles

Three systems we build most often.

Every legacy setup looks a little different, these are the shapes the work usually takes.

  • Legacy system → modern system sync

    Records read automatically from your legacy system and kept in sync with whatever modern tool runs the rest of your business, no manual re-entry, no mismatched records.

  • Document intake & data entry

    Scanned forms, faxed referrals, and PDF applications get read automatically and entered into your system, with anything uncertain flagged for a quick human check instead of a guess.

  • Multi-system reconciliation & reporting

    A scheduled check pulls data from every system you run, compares it, and flags anything that doesn’t match, before a mismatch turns into a real financial problem.

What Changes

The old software stays. The manual work doesn’t.

  • No more re-typing the same record twice
  • Mismatches caught before they cost you
  • Hours back from manual transcription
  • Your legacy software, finally pulling its weight
Pricing

Every legacy system is different, so pricing is too.

A simple legacy sync and a full multi-system reconciliation build are genuinely different jobs. Rather than force one flat number onto both, tell me a bit about your setup and I'll give you a real quote, usually within a day.

  • What software you're running now (name, roughly how old)
  • How many systems need to talk to each other
  • Whether it's mostly data entry, syncing, or comparing numbers across systems
Get a quote
No obligation, if it's not automatable, I'll tell you that honestly too.

Still stuck on
old software?

Tell me what it is. I’ll tell you honestly whether it’s automatable, most things are.

Contact Me