Examples, not a fixed menu

A few examples of what we'd build for your business.

We don't sell a fixed product — we build to what your business actually needs. The four below are just common starting points for businesses, here to get you thinking, not to box you in. AI can help with far more. The free assessment maps your highest-ROI opportunities, and whatever we build runs on one core you own — shared data, the same controls, the same human-in-the-loop review.

app.badderdesigns.com/business/overview All systems operational

Business Overview

your business · 14 professionals · June 2026
WeekMonthQuarter
Avg. close time
5.2 days
7.4 days faster
Clients / pro
+54%
capacity gained
Reclaimed value
$1.4M
annualized
Active workflowModuleStatusProgress
RD Riverside Dental · Q2 close
The Close
Running
HV Harbor View LLC · 1040
Doc Intelligence
Review
VG Vale Group · onboarding
Intake
Complete
Common starting points

A closer look at a few examples.

Each one below is just one example of where AI can help — real software with a person in the loop. We build for your business and wire into your existing tools; your assessment may surface one of these, or something specific to you.

Intake & Onboarding Module

Every new client becomes a clean, structured engagement — request lists generated, checklists sent, documents chased — without your team doing the manual follow-up.

New engagement · Vale Group LLCAuto-running
Engagement letter generated & sent2m ago
Prior-year returns requested2m ago
Document request list issued (11 items)1m ago
Kickoff call · awaiting client slotpending
Avg. onboarding: 6 days → 1 day Explore module

Document Intelligence Module

Drop in statements, receipts, 1099s or W-2s. Badder Designs extracts, classifies and preps reconciliations — every figure traceable back to the source line, nothing accepted blind.

Extraction queue3 processing
Bank_Mar.pdf
PeriodMar 2026
Net change$48,210
Txns214
97%
1099-NEC.pdf
PayerOrion LLC
Box 1$26,400
GL matchverified
94%
Source-linked. Nothing accepted blind. Explore module

The Close Module

An exception-driven month-end: reconciliations drafted, variances explained, reminders sent, exceptions queued for a human. Your team reviews and signs — faster, with a full trail.

March close · Riverside DentalOn track
Bank & card reconciliations
12 accounts matched · 0 breaks
Accruals & prepaids
8 entries drafted for review
Variance review
2 flagged for partner sign-off →
Financial package
Auto-compiles on approval
built to shorten the monthly close Explore module

Client Comms Module

Inbox triage, deadline reminders, status updates and draft answers to routine client questions — written in your business's voice, surfaced for one-click approval before anything is sent.

Draft · awaiting your approvalReview
Quick one — did you need my Q1 receipts before the deadline?Client · Harbor View LLC
Hi Dana — yes please, Q1 receipts by Apr 12 keeps us ahead of the filing date. You can drop them straight into your Badder Designs folder; I'll confirm once they're in.Drafted by Badder Designs · in your business's voice
Nothing sends until a human approves it.
~12 hrs/week of comms, handled Explore module

Whatever we build runs on one core you own.

When pieces connect — intake feeding Documents, Documents feeding the Close, the Close feeding Client Comms — whatever we build shares one record, one set of controls, and one audit trail end to end. That's the value of building on a core you own, no matter where you start. Plus the free assessment that opens the door.

Intake
structured engagement
Documents
extracted & verified
The Close
drafted & reviewed
Client Comms
approved & sent
Badder Core — shared data · access controls · human-in-the-loop review · full audit trail
One platform of record. Every action is logged, permissioned, and reversible.
See it in your business

Find what pays off first in your business.

The free assessment finds your highest-ROI opportunities — which might be one of the examples above, or something specific to your business — before you build a thing.

Free, before you spend a dollar Built on infrastructure you own Human-in-the-loop on everything we build