Automations
Custom-built integrations between the tools you already use — QuickBooks, Google Workspace, HubSpot, CRMs, billing platforms. We replace spreadsheets-and-email workflows with reliable systems that run on their own.
BosOptimizations builds the back-office systems your team shouldn't have to babysit — delivered through BosOpt Automations, our growing family of in-house apps that quietly handle the repetitive work — so you can spend your time on the work that grew your business in the first place.
Three connected practices, one operational philosophy: figure out where your team is doing repetitive work, design a system that removes the friction, and stay accountable to the result.
Custom-built integrations between the tools you already use — QuickBooks, Google Workspace, HubSpot, CRMs, billing platforms. We replace spreadsheets-and-email workflows with reliable systems that run on their own.
Where automation can't (or shouldn't) solve the problem, we work with leadership on process design, role clarity, and the operational disciplines that scale a business past its founder.
End-to-end systems that combine the two: financial reporting pipelines, client onboarding flows, asset intake, contract management — built once, monitored continuously, owned by your team.
Custom-built financial systems that turn QuickBooks and your existing data into the views leadership actually wants.
Background systems that handle the repetitive work your team shouldn't be doing by hand.
We build directly against the APIs of the tools you already use.
Shield Analytics
Google Chat
ExcelDon’t see the product you use? Ask us — we can usually connect a new platform within a day.
BosOpt Automations is the product brand of BosOptimizations, Inc., based in the Boston area and working with clients across the United States. We focus on small and mid-sized professional services firms — consultancies, financial advisors, marketing agencies, professional practices — where the leadership team is doing too much of the back-office work themselves.
Our software is built and maintained in-house, hosted on infrastructure we own, and tightly scoped to each client's Google Workspace and financial systems. Nothing your team uses is shared with another client.
Send a note describing what's slowing your team down — we'll reply with a few questions and a sense of whether we can help.