Swift Cardinal Creative: custom business software, AI automation and IT

What’s slowing you down?

Pick the one that sounds like your week, and see what I’d build for it.

XLSClients_FINAL.xlsx

XLSJobs 2026 (copy).xlsx

XLSApprovals, Dana.xlsx

Approvals3 waiting

Quote 1042, LakeviewFrom Dana, 2 days ago

Approve

Purchase order 318From Sam, today

Approve

One client list, shared by everyone.

One app instead of five files

Forms that check themselves, approvals with a name and a date on them, and one client list everyone shares. Your spreadsheets come in on day one, so nothing gets retyped.

Start with this

CSVPrice sheets, 4

APICRM

APIWeb store

WEBPublic records

FTPPartner feed

Worth your time todayMatched overnight

Restock with Ridge SupplyTheir price fell 12%, you’re low on 3 parts

Lead: Lakeview ClinicIn your CRM and in new public filings

Reprice 14 items onlineTwo competitors moved this week

Every source in, one list out

I connect every source you rely on, from supplier price sheets and your CRM to public records and partner feeds. Each night it is cleaned, matched and scored, and in the morning one screen tells you what deserves your time today.

Start with this

Inbox assistant7:30 am

Morning brief: 41 emails sorted, 6 need you, 3 replies drafted for your OK.

Sorted this morning

Client A 12Client B 9Suppliers 7Invoices 5Newsletters 8

Draft reply to Client B“Thursday works. The revised quote is attached.”

Approve

An inbox that sorts itself

Mail is sorted by client and job as it arrives, replies are drafted from your own past answers, and a morning brief lists the few that need you. Nothing is sent until a person approves it.

Start with this

Order 2291Web store, 9:04

AccountingInvoice raised

ScheduleThu, 10 am

CustomerEmailed

Copied by hand: 0Last failure: none this month

Your systems, talking to each other

An order in the web store becomes an invoice in your accounting, a job on the schedule and a note to the customer, without anyone copying it across. If a step fails, someone hears about it.

Start with this

Your office, this morningAll good

Backups ran last night, test restore passed

Mail signed and protected: SPF, DKIM, DMARC

14 of 14 laptops up to date

New hire MondayIn progress

One person who knows your setup

Microsoft 365 and email set up properly, new hires ready on day one, backups checked every night, and everything written down. You call me, not a ticket queue.

Start with this

yourfirm.com › services

Your Firm: advisory for growing businesses

Planning, finance and operations for owner-led companies. Book a consultation online.

Inquiries this month23

Same month last year6

Answered within a day23

A site that brings inquiries

Fast and clear, found on search and in AI answers, with inquiries that land in the right inbox or straight in your system, and a client login if you need one.

Start with this

Brand A

Claim your gift card

Order number4471 2290 18

Emailyou@example.com

Purchase total$612.40

Submit claim

Brand A Rewards

Your claim is approved

We checked your purchase against the spring promotion. Your $150 gift card is attached and ready to use online or in store.

Gift-card.pdf

Brand A $150 Digital gift card •••• •••• 4821

Claim checked against the promotion rules, reward worked out for the brand, card drawn from an encrypted vault, sent in seconds.

Gift-card rewards for a national retailer

Built through an agency for a national retailer. When customers buy a qualifying item, they claim a reward online. The platform takes the claim, checks it, works out the reward for that brand, and sends a digital gift card drawn from a secure code vault. Two retail brands run on one engine, each with its own look, values and rules, and the agency’s team has an admin dashboard.

The retailer delivers card codes over SFTP; they’re encrypted on arrival. New promotions are set up as programs, not rebuilt from scratch.

Spring promotionBrand ABrand B

Claims this week1,284

Cards sent1,201

On hold37

Gift cards in stock2,079

Brand A Brand B

Programs

Spring promotion, Brand A

Spring promotion, Brand B

Holiday gift cards

Summer sale in setup

Prepare $150 stock

Admin tools and new programs, for the same agency

The promotion engine started out built for one brand, with its colors, logo and legal text baked in. I made it brand-aware, so each retail brand gets its own look, gift-card values and rules from the same engine. The agency’s team prepares gift-card stock from an admin dashboard and sets up each new promotion as a program, not a rebuild.

Automated browser tests fill in every brand’s claim form end to end before anything ships.

Accounts, Your Firm Verified sender

accounts@yourfirm.com

Your October statement

Hi, your statement for October is attached. Payment is due on the 15th; reply here with any questions.

SPF passDKIM passDMARC pass

Caught this morning

“CEO, Your Firm” <ceo@yourfirm.com>

Urgent: pay this invoice today

Not sent by Microsoft 365 for yourfirm.com. DMARC failed.

Quarantined

Microsoft 365, email and IT for a small company

Ongoing support for a small company on Microsoft 365: mailbox and access problems, DNS and domain records, and the email authentication (SPF, DKIM and DMARC) that keeps their mail out of spam and stops anyone else sending as them.

Everything is written down as it’s fixed, so the next person never has to guess how the setup works.

Client names stay private. Ask me and I’ll walk you through any of it on a call.

What I build

Today, logged by itself

9 amnoon5 pm

Client A 4h 48m Client B 1h 15m To assign 12m

Custom business software

The tool your team actually needs: client portals, approvals and workflows, scheduling, internal dashboards, the spreadsheet that outgrew itself.

Ready to adapt: time tracking that fills itself in, for firms that bill by the hour. It notices which client you’re working for and drafts the invoice. My own practice runs on it.

Inbox assistant7:30 am

Morning brief: 6 emails need you. 3 replies drafted and waiting for your OK.

Proposals9:12 am

Client portal proposal drafted from the brief: 14 tasks, priced. Ready for review.

AI and automation

Email that sorts itself, documents and proposals that draft themselves from your own data, assistants that do one job well. A person approves anything that goes out.

Ready to adapt: an inbox assistant that sorts mail by client and drafts replies, and proposal drafting from a client’s brief. Both run my own practice every day.

Systems, Microsoft 365 and IT

Email, domains and Microsoft 365 set up properly, mailbox and access problems fixed, servers and backups you never have to think about. One person who knows your setup, not a ticket queue.

Ready to adapt: a private server and backup setup for small offices. Files and code under your own roof, nightly encrypted backups, an alert if anything stops. The same setup runs my practice.

Claim your gift card

Submit claim

Claim your gift card

Submit claim

One engine, two brands: own colors, values and rules.

A development partner for agencies

Overflow and white-label work: platform features, admin tools, program builds for big-brand clients.

I fit into your process, and your client never has to know.

Advisory for growing businesses

Planning, finance and operations, with a client portal for every engagement.

Book a consultation

Websites and portals

Fast, clear sites and client logins, found on search and AI search, connected to the systems behind them.

Rebuilds of sites someone else left half done, too.

How a project runs

New request#1

Client approvals portal

Professional services firm

First you tell me how your business runs.

Planned#1

Client approvals portal

14 tasks in writing

PriceProject price

StartNov 3

Then you get a written plan and a price.

In progress#1

Client approvals portal

Tasks8 of 14

Test versionReady to try

Weekly summarySent Friday

You try it while I build it.

Live#1

Client approvals portal

Hosting and backupsLooked after

Changes this month2

Code and loginsYours

It launches, and I stay to run it.

About me

I’ve built websites and business software since 2011: two years at a web agency, then six at an e-commerce company, first as a front-end developer and designer, then as creative director, running a small team and working with the big brand partners. In 2019 I went out on my own as Swift Cardinal Creative.

Since then the work has moved toward the software and systems behind the business, and lately the AI tooling that takes busywork off people’s desks.

I work alone, on purpose. You talk to the person who writes the code and runs the servers, and nothing gets lost in a hand-off.

Brett

Swift Cardinal Creative LLC, Independence, Ohio

Tell me about your business.

What should it do for you? A sentence is enough to start.

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