How the work gets done.
This is the method behind the hands-on engagements, not a separate business. Every tool here was built inside an engagement to solve one company’s problem, used daily, in production, for more than a year, past the pilot phase most firms are stuck in, and then reused across the portfolio.
What the platform does, in production.
- 01Your entire portfolio, live: every issue one click from its source.
- 02Every number traces back to its source, with a full audit trail, automatically.
- 03Predicts major equipment failures weeks before they happen.
- 04Ask for any table, chart, or visual, and push it straight into your board deck.
- 051,000+ documents indexed, searchable, and readable, right in the app.
- 06Drop in a 47-tab workbook and get back a clean, AI-ready model.
- 07Sweeps your inbox: every attachment extracted, routed, stored.
Custom AI solutions that solve operational challenges.
Solaris
Operating intelligence platform: portfolio map, provenance financials, predictive risk, sketchpad, knowledge base.
Working capital & cash flow dashboard
QuickBooks + the order system in, a 13-week forecast out. The sponsor checks it before every meeting.
Board report generator
Formatted, editable, audit-trailed board packs assembled from live data.
AP triage & scheduling
Vendor priority buckets, payments auto-scheduled under a weekly cap.
Vendor sentiment tracker
Flags tone escalation in vendor email so AR/AP gets prioritized before it becomes a call.
Sherpa
The assistant that noticed a client's largest customer was being undercharged.
A $720K claim, answered in four options.
The utility presented a $720K interconnection claim. Solaris synthesized the contract record, the correspondence, and the precedent, then returned a decision memo the same week: four options, each priced.
Accept
Pay the $720K claim as presented.
−$720KWithdraw
Exit the queue; forfeit position and sunk costs.
Position lostCounter
Contest with matched precedent from the interconnection record.
RecommendedEscalate
Formal dispute with counsel engaged.
Higher cost, slower- ~$360K
- net expected savings
- ~$75K
- at risk
- 60%
- success assumed
Every figure traced to its source document.
Bottom-up tooling, top-down strategy.
Team upskilling
Your people learn the tools by using them on live work.
Tools built for the engagement
Against your actual pain, not a demo dataset.
Integrations you already run
Accounting, orders, email: the systems that are there.
Want to see Solaris on your data, or a custom solution built for you?
Talk to a partner