Assessments
Deep-dive review of processes, tools, and workflows. We identify quick wins and craft a phased roadmap.
AI Automation & Custom Software
Stop Working Around Your Software. Start Owning It.
Your business is one-of-a-kind. Your software should be too. We help small business owners cut manual work, automate what slows them down, and — when generic SaaS isn't cutting it — replace it with AI-built custom software you own outright. Built for your exact workflow. Delivered in weeks. Zero subscriptions, forever.
No commitment. No sales pitch. Just a conversation.
What We Do
Practical improvements built around your workflow and budget. Whether you need to streamline operations, automate repetitive work, or replace software that never quite fit — we deliver results small businesses can actually feel.
Implementations
Hands-on configuration and deployment (Workday, data, integrations) with change-management baked in.
Automation + AI Consulting
Ongoing support, automations, and AI enablement. We build AI assistants and agents that work the way you work — connected through Make, n8n, Zapier, OpenAI, Claude, and more.
AI-Powered Custom Software
Stop paying for SaaS that covers 85% of your needs. We review your existing system and use AI to build a custom replacement you own outright — purpose-built for 100% of your workflows. No subscriptions. No vendor lock-in. Ever.
See How It Works →The Terms, Up Front
No seat licensing, no renewal negotiations, no vendor holding your data hostage. Here's what every build comes with.
4–8 weeks
Typical Phase 1 build
One hundred percent
Code ownership, handed over
$0
Ongoing license fees, forever
Our Work
Real projects. Real outcomes. Every build is owned outright by the client.
From Raw Data to Real-Time Dashboards
Azure • Power BI • Automations
Migrated financial data to Azure, automated refreshes, and delivered executive dashboards that updated in real time — giving leadership the visibility they needed, when they needed it.
Faster Handoffs, Less Manual Work
Process Improvements • AI Agents
Mapped every handoff, standardized intake, and automated notifications — dramatically cutting the cycle time teams were losing to back-and-forth communication.
Workday Go-Live Without the Chaos
Implementations • Change Management
Checklist-driven preparation, integrations, and hands-on training — everything needed to ensure the Workday launch landed cleanly, on time, with the team ready to use it.
LoanPro Reports: Manual to Automatic
Process Improvement • Power Automate
Eliminated hours of weekly manual report exports by fully automating the data pipeline — feeding live dashboards and external data sets without a single manual step.
Custom Loan Management System
AI-Powered Custom Build • Custom Software
Replaced an off-the-shelf LOS platform with a purpose-built system matching exact compliance rules and internal workflows — client owns the full codebase with zero ongoing licensing fees.
AI-Powered · New Service
Stop Renting. Start Owning.
Most SaaS tools cover 85% of what your business needs. You pay full price, work around the gaps, and stay locked into a vendor's roadmap. We review your existing system and use AI to build a custom replacement — purpose-built for 100% of your workflows. You own it outright. No subscriptions. No vendor lock-in. Ever.
1 · Audit
We analyze your current SaaS — what you use, what you ignore, and what gaps are costing you. Every workflow documented, every pain point mapped.
2 · Build
Using AI-powered development, we rebuild your system to match your exact processes, data model, and business rules — in weeks, not months.
3 · Own
You receive the full codebase. No seats. No per-user fees. No renewal negotiations. 100% yours, forever — modify it as your business evolves.
Real Builds
Loan Management System
Replaced a bloated LOS platform with a custom loan origination, tracking, and reporting system — built to exact compliance requirements. No unused modules, no workarounds, no seat licensing.
Custom Build
AI-Powered
Fully Owned
Photography Booking Platform
Built a custom client-facing site with portfolio showcase, tiered pricing packages, and integrated scheduling — letting clients book sessions directly without back-and-forth emails. Owned outright, zero monthly platform fees.
Custom Build
Fully Owned
Pickleball Scheduling & Rankings App
Full web app with player profiles, DUPR API integration, game creation and joining, and a live leaderboard tracking point differential and win/loss records — turning casual group play into a competitive experience.
Custom Build
API Integration
Fully Owned
AI changed the economics of custom software.
What used to require 12–18 months and $200K+ now takes weeks at a fraction of the cost. The gap between what generic SaaS offers and what your business actually needs is fully closeable — affordably.
Common Questions
Especially about AI-Powered Custom Software — our most-asked-about service.
How is this different from hiring a freelance developer?
A freelancer builds what you spec. We start by auditing what you actually need — then design, build, and hand off a complete, documented system. You get a partner through the full process, not just a coder for hire.
How long does a typical build take?
Most Phase 1 builds are delivered in 4–8 weeks. AI-powered development dramatically compresses timelines that used to take 6–12 months. We scope clearly upfront so there are no surprises.
What do I actually receive at the end?
The full codebase, documentation, and a handoff walkthrough — everything you need to run, modify, or hand to any developer in the future. No black boxes. No ongoing dependency on us.
Do I need to know how to code to use or maintain it?
No. We build for your team as-is. The software runs like any other web app — your staff uses a browser. If you ever want updates, any developer can work from our clean, documented code.
What kinds of software can you replace?
Any internal tool or SaaS platform your team uses daily — loan management systems, booking platforms, reporting dashboards, scheduling apps, client portals, and more. If you're working around it, we can replace it.
What if I want to add features later?
You own the code, so anyone can extend it — including us. Many clients start with Phase 1 and return for enhancements as their business grows. No seat fees, no vendor permission required, no renewal negotiations.
Simple, Flexible Pricing
Assessment
$0
Free initial assessment
- Discovery call
- Scope & quick wins
- Roadmap & estimate
Implementation
Custom
Project-based
- Hands-on delivery
- Documentation
- Knowledge transfer
Automation
Monthly
Support & enhancements
- Run-ops & monitoring
- New automations
- Prioritized fixes
Who You're Working With
A narrow focus, a documented process, and a clean handoff at the end.
Fernando Rivero
Founder, EdgeAutomate
EdgeAutomate works with small businesses and finance teams that have outgrown their software — lending operations, reporting pipelines, and the internal tools people end up building spreadsheets around.
Every project starts the same way: we map what you actually do before anyone writes code. It ends the same way too — full codebase, documentation, and a walkthrough. What we build, you own.
Connect on LinkedIn →Hands-on with
LoanPro
Workday
Azure
Power BI
Power Automate
Make
n8n
Zapier
OpenAI
Claude
On confidentiality
We work with lenders and finance teams, so client names stay private — including yours. The work on this page is described without identifying anyone, and your project gets the same treatment. Happy to walk through specifics live on a call.
Request Your Free Assessment
What you’ll get
✅ 30-min discovery on goals, bottlenecks, and stack.
✅ Quick-wins map with Process, AI Agents, and Automation options.
✅ Timeline & estimate for Phase 1 value in < 90 days.
Not ready for a call?
Send this instead — we'll reply within one business day.
Contact
Tell us about your systems, tools, and goals—let’s design the shortest path to value.
Fast Facts
- Workday, LoanPro, Data, Integrations, AI Consulting (OpenAI/ChatGPT, Claude), Make, n8n, Zapier, Bolt.new, Lovable.dev
- AI-Powered Custom Software — audit your SaaS, own the replacement
- Playbooks for discovery → go-live
- Focus on measurable outcomes