We're operators. We automate the work you're overpaying for.
Lever is a group of business owners — with a combined 35 years in the C-suite — building custom software for owner-run companies: dashboards, AI agents, and end-to-end systems that replace whatever you can't buy off a shelf. We cut payroll, hours, and headaches out of the work that never needed a human in the first place. We only win when you save: we keep half of what we save you.
No retainer to start. We find the leaks first, then quote against the savings.
The name says it: we're the lever that gives you the leverage to earn more, waste less, and stay in business a whole lot longer.
We build the software you actually need — and sell back your time and your margin.
We're a group of owners and former C-suite leaders — 35 years of it between us — who've run real companies. We know exactly where the money leaks: the coordinator who just forwards emails, the manager who rekeys POS numbers into a spreadsheet, the hours lost chasing invoices, the late-night reconciliations nobody should be doing by hand.
That's not a tooling problem. It's an operating problem — and we've already solved most of them inside our own companies. Lever takes the same dashboards, agents, and systems that ran them — and points them at your operation.
If we can't save you real money, you don't pay. When we do, we take half of it. Our incentives are the same, by design.
- ✓Inbox & phone triage — Email, SMS, and Slack answered and routed by AI in your voice.
- ✓Invoice → payment — Read invoices, match vendors, stage payments — no rekeying.
- ✓POS → cashflow — Daily sales sync straight into a live cashflow you can trust.
- ✓Coordination roles — The pure pass-through work that an agent does for $0/hr.
Process first. Tools second.
Every business is different — and we get that. No two operations run the same, so we never start with software. We start by understanding how your work actually flows, re-engineer the steps that shouldn't exist, and only then automate what's left. A tool should work for you, not the other way around.
We learn your operation
Before a line of code, we map how work really moves through your business — the handoffs, the workarounds, the bottlenecks nobody documents.
We re-engineer the process
We cut the steps that shouldn't exist and reshape the ones that should. Half the savings is in the redesign — before any AI touches it.
Then the tool fits you
Whatever we build wraps around your workflow, in your language, with your rules. You never bend your business to fit our software.
Dashboards, agents, and full software systems that do the job a salaried role was doing.
Once the process is right, here's the kind of work we hand off to software — always shaped to your operation, never bought off a shelf.
AI communications layer
Inbound email, SMS, and Slack triaged, drafted, and answered in your brand voice — escalating only what needs you. Replaces a coordination hire.
Back-office automation
Invoice intake, vendor matching, bill scheduling, and payment staging — accurate, audited, and hands-off.
Live operational data
POS, banking, and sales pulled together into dashboards and a daily cashflow your team actually trusts.
Custom internal tools
The portal, workflow, or report your business needs but no off-the-shelf SaaS sells. Built to fit, not to license.
Document & contract generation
Proposals, LOIs, agreements, and reports generated from your data — formatted and ready to send.
Process re-engineering
We map the workflow first, cut the steps that shouldn't exist, then automate what's left. Tooling comes last.
The same story, every time: a payroll of manual work becomes one system.
Regional restaurant group
8 locations · full-service- ✓ AI invoice intake + vendor matching
- ✓ Automated payment staging
- ✓ Nightly POS → live cashflow
- ✓ AI inbox + reminders
Ghost-kitchen operator
Multi-brand commissary- ✓ Unified order ingestion, all platforms
- ✓ Predictive par-based ordering agent
- ✓ Auto-generated supplier POs
- ✓ Demand-forecast scheduling
Litigation law firm
~25 attorneys- ✓ AI intake + conflict-check triage
- ✓ Document generation from matter data
- ✓ Time-entry capture + invoice drafting
- ✓ Deadline-docketing agent
Primary care practice
Multi-provider clinic- ✓ AI scheduling + SMS reminder agent
- ✓ Automated eligibility verification
- ✓ Prior-auth drafting
- ✓ Intake → EHR pipeline (no double entry)
Residential property manager
~600 units- ✓ AI rent-reminder + collections sequence
- ✓ Maintenance-triage → vendor dispatch
- ✓ Auto-generated owner statements
- ✓ Lease-renewal outreach agent
What's the biggest hurdle, expense, or time-sink in your business?
Tell us your most expensive, most annoying, least efficient process. You'll get an instant read on what we'd automate — free, in seconds.
Four steps. The first one's free, and so are you until it pays off.
Walk the operation
We sit with how you actually run — and find where time, payroll, and margin are leaking. No charge.
Quote the savings
You get a fixed number tied to outcomes: here's what we'll save, here's our half. Say no and owe nothing.
Build & deploy
Custom software — dashboards, agents, and the systems in between — live in weeks, not quarters, wired into your real tools, with you in the loop.
You keep half — forever
The savings are recurring. We take 50%; the rest is yours, every month, for as long as it runs.
Save you $2. Charge you $1.
No seat licenses. No open-ended retainers. No paying for software that sits unused. We measure what we save you — in payroll, hours, and avoided cost — and bill half of it. If the number's zero, so is the invoice.
Every dollar of savings is split down the middle — and it recurs every month the automation runs. Your half compounds. So does the trust.
Most AI shops have never run a P&L. Between us, we've run them for 35 years.
We've felt the pain
Every automation we sell, we built for our own companies first. We're not guessing at your problems — we've lived them from the corner office.
Skin in the game
Outcome pricing means we don't get paid for activity. We get paid for results you can see on your bank statement.
A bench, not a freelancer
You get a group of seasoned operators — finance, ops, and tech — not one consultant stretched thin. The conversation starts with your numbers.
Show us your operation. We'll show you the leaks.
A free consultation, an honest number, and zero obligation. If there's nothing to save, we'll tell you that too.
Let's talk