Small businesses & owner-operators
One repetitive task can steal hours every week. We can start with that single point of friction and make it disappear.
01Finance + HR back-office automation
Make your systems work as one.
Whether it’s one painful task in a small business or a multi-system process across a larger operation, we build the connections, checks, and automations that make the work run better.
PayrollHRISBankingAccountingCRM
01Payroll
02HRIS · UKG
03Banking
04Accounting
05CRM
OutputOne source
of truth
of truth
05 systems01 control layer0 re-keying
02Who it’s for
Built for small teams, growing businesses, and complex operations.
Growing teams
Processes that worked at a smaller volume begin to break as orders, employees, locations, or clients increase.
Established operations
Finance, payroll, HR, and operations teams that need reliable workflows across departments and systems.
Multi-entity & advisory teams
Organizations and firms coordinating more complex rules, entities, locations, or client environments.
Small but costlyOne repetitive task
No job is too small. If it saves time, prevents errors, or gives a team room to focus on customers and growth, it is worth a conversation.
Broad & complexA connected operation
RFree resources
Measure it before you automate it.
Practical tools to quantify the work, test readiness, and document the operating rules. Read them in full on the page; files are sent to your inbox.
View the resource hub01
Interactive calculatorManual Work Cost Calculator
Turn frequency, handling time, people, rework, and labor cost into a transparent annual baseline.
Calculate the baseline02
Interactive scorecardAutomation Opportunity Scorecard
Assess whether a process looks ready for automation, needs feasibility work, or should be improved first.
Score a process03What we build
Fewer manual steps.
Fewer places to fail.
Every engagement is scoped to the exact systems and rules already in place. Most of the work falls into five repeatable categories.
System integrations
Make two systems talk cleanly, on a schedule, with error handling that doesn't fail silently.
ExamplePost payroll to accounting automatically. Sync Workstream recruiting into UKG Ready.
Process automation
Turn a repeatable manual task into a reliable, always-on workflow that runs itself.
ExampleCreate a CRM ticket the moment funds are returned—before anything can slip.
Checks & dashboards
Run your validations automatically and surface the exceptions that actually need a person.
ExampleA payroll pre-flight audit that flags anomalies before anyone submits the run.
Reconciliation
Match records across systems without the month-end spreadsheet marathon.
ExampleReconcile transactions between two platforms automatically, ready for every close.
Custom tools
When off-the-shelf won't fit, build the exact tool the operation needs—no more, no less.
ExampleA purpose-built web time clock connected directly to UKG Ready.
Something else?If it’s manual, repeatable, and lives across more than one system, it’s probably in scope.
03AExample build library
Specialized work, in operational terms.
Representative build patterns—not one-size-fits-all packages. The workflow, validations, and handoff rules are scoped to your operation.
A candidate is marked hired
Validate the required fields, create the employee record, and route exceptions to the right person before payroll setup stalls.
Workstream → UKG ReadyPayroll is ready to submit
Run a pre-flight audit across earnings, deductions, hours, and prior-period thresholds; return only the anomalies that need review.
Payroll + HRIS + audit rulesEmployees clock in and out
Provide a purpose-built time clock that applies your location and pay rules, then writes clean time records into the HRIS.
Custom time clock → UKGBenefits or deductions change
Compare enrollment data against payroll deductions and flag mismatches before they reach an employee’s check.
Benefits ↔ PayrollA UKG payroll is finalized with physical checks
Identify only the locations receiving checks, count the checks assigned to each location, apply the location’s default carrier and shipping speed, create the corresponding shipments, place the location and check count on each label, and route the labels to print.
UKG → FedEx → label printer03BHow we connect it
We use the access your software actually provides.
A clean API is ideal, but it is not the only workable path. Legacy exports, managed files, and vendor utilities can still support reliable automation when the controls are designed correctly.
APIs & webhooks
Use supported endpoints for real-time or event-driven updates, with authentication, validation, retries, and useful failure alerts.
Scheduled exports
Pull CSV, Excel, fixed-width, or vendor reports from legacy systems on a defined cadence; validate and load them downstream.
SFTP & managed files
Exchange encrypted batch files with naming rules, delivery receipts, archival, duplicate protection, and controlled reprocessing.
CLIs & job runners
Orchestrate vendor utilities and command-line exports in a controlled environment when a modern API is not available.
03CFocused services
Go deeper on the workflow you need.
Each service page shows the operating path, common warning signs, connection methods, deliverables, and hosting choices behind a specific kind of build.
01
CRM synchronization
Unified customer data across every connected system, so sales, service, billing, and operations all work from the same current information — with clear source-of-truth rules and an exception trail when a record needs a person.
Explore the workflow 02UKG Ready integrations
Less re-entry, earlier exception detection, and a documented path for every workforce record.
Explore the workflow 03Restaurant365 automation
Cleaner daily data, fewer location-level handoffs, and finance teams focused on exceptions instead of collection.
Explore the workflow 04Payroll reconciliation
A repeatable control with documented tolerances, reviewer evidence, and fewer spreadsheet-heavy close procedures.
Explore the workflow 05Shipping rate automation
Consistent carrier decisions, faster label creation, and one place where a late delivery becomes a customer notice and a refund claim instead of a surprise phone call.
Explore the workflow 06Legacy system integration
A monitored bridge between legacy and modern systems, with validation, duplicate protection, and recoverable processing.
Explore the workflow04Work examples
Proof belongs in the result—not the adjective.
These are representative engagement patterns, not published client outcomes. They show exactly how success is accepted and what must be measured before CohesaOps attaches a savings claim.
01Small-business pattern
REPRESENTATIVEFrom manual carrier shopping to one governed shipping decision.
- Before
- A team opens carrier sites, compares price and delivery dates, buys a label, prints it, and keys tracking back into the order.
- What we build
- A backend service reads the order, checks eligible services, selects the lowest-cost option that meets the promised arrival date, purchases the label, and routes it to the correct printer.
- Result
- Acceptance is measurable per order: an eligible service is selected, the label prints, and tracking is recorded—or the order is routed to a visible exception.
Measurement notePublishable time and cost savings require a verified pre-launch baseline and post-launch sample.
02Multi-system pattern
REPRESENTATIVEFrom conflicting customer records to controlled synchronization.
- Before
- Customer changes are re-entered across CRM, billing, ERP, and service systems, leaving teams unsure which record is current.
- What we build
- A hosted integration layer detects changes, applies source-of-truth and conflict rules, updates the authorized systems, and preserves every exception for review.
- Result
- Acceptance is measurable per change: each update reaches every approved destination or creates an owned exception with the failed record and reason.
Measurement notePublishable accuracy and labor claims require matched baseline and post-launch records.
05How we work
A delivery path designed to remove the unknowns.
We never quote a build for something we haven’t proven. Each step earns the next, so the risk goes down before the investment goes up.
01
Intro call
FreeA short call to see if it's feasible. No investigation, no charge—just an honest read on whether this is our kind of problem and roughly what it would take.
02
Feasibility review
Fixed feeWe test the actual APIs and data first. You leave with a proven path and fixed scope—or a clear limitation and the smartest available alternative. Credited toward the build if you proceed.
03
Build
MilestonesWe build the hardest part first, then deliver in working milestones. Scope, deadlines, dependencies, and the exact definition of done are all in writing.
04
Host & maintain
OptionalWe can host, monitor, and maintain what we build for a simple monthly fee—or hand it off cleanly if you'd rather own it.
06The guarantee
Honest about what’s possible. On the hook for what we scope.
You don't pay until it works.
If we can't deliver what we scoped, you don't pay for the build.
We tell you the truth, fast.
API limits are real. We'll identify them early and show you what will actually work.
Your data stays safe.
Access is least-privilege, handled carefully, and documented.
scope-of-work.md
AGREED BEFORE START- deliverables
- Exactly what gets built—and what doesn't.
- acceptance
- Objective test cases that define “done.”
- milestones
- What ships when, and what each stage unlocks.
- your_inputs
- The access, data, and sign-offs we need.
- constraints
- Known limits and the workarounds selected.
- timeline
- Dates, dependencies, and pause conditions.
Scope locked✓
07Pricing
Priced on the value.
Never on an open clock.
No open meter and no surprise invoice. The price is fixed before you commit, anchored to the time, errors, and operational drag the work removes.
01
Feasibility
A fixed fee to know
A small, defined engagement that answers: Is it possible? How? What will it cost?
Credited toward the build02
Build
Scoped & fixed
Approve the number before work starts, then pay as working pieces land.
Billed by delivered milestone03
Run
A simple monthly fee
Optional monitoring, maintenance, and support as connected systems change.
No long-term lock-in08Start with a conversation
Bring us the small task—or the big operational knot.
No job is too small. The intro call is free, and we’ll tell you straight whether we can help and what it would take.