FIRMGLYDE / BLOG · from the firm floor
Notes from a firm that automated itself.
Playbooks, teardowns, and templates from running 700+ clients on the platform we built — written for firm owners, not software people.
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BANK REC · PLAYBOOK
How we cut month-end reconciliation from days to minutes
The exact pipeline — statement parsing, COA-constrained categorization, confidence scoring — explained for bookkeepers.
PAYROLL · ONBOARDING
Killing the 23-page new-hire packet
How one link replaced the clipboard for 700+ payroll clients — W-4, I-9, direct deposit, IDs.
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