1st Class Accounting

Fifteen tools, built into one platform.

We are accountants and developers. We build and run the software our own firm and our clients use every day, with AI coding agents, the way VADD's posting describes. So every tool starts from how the money and the work actually move, and every dollar in it ties out.

Today: each box is one of VADD's tools, each with its own data and its own login.

With us: the same tools in one building, behind one login, sharing one set of project records.

one platform, shared by every group One login Shared project and job records, running through every tool
Scroll to bring them together
VADD platform integration
Prepared by
1st Class Accounting LLC
Sheet
G-001, cover
Date
November 2026
EX-101The brief

What VADD asked for, and how we would deliver it.

VADD's posting for a Software Platform Integration Lead describes about fifteen AI-built tools, half already in production, and a clear set of first-year goals. Each goal is listed here. Our markups, in the clouds, show how we would meet it.

Goal schedule
GoalWhat it means day to dayMarkup: how we deliver
One loginand a user directoryEveryone signs in once. Their role decides what they can see, change and approve, in every tool.1One sign-in in front of every tool, with roles and a second approver for money moves. We run this setup today.
Shared recordsprojects and jobsA project or job is created once, and every tool uses that same record instead of its own copy.2A shared project and job service that each tool reads from, so names, numbers and people never drift apart.
Connected toolsschedule, estimate, drawingsA schedule change shows up in the estimate and the cash flow without anyone retyping it.3Schedule exports from Primavera P6 or MS Project linked to estimate lines, so dates and spend move together. We have already built an estimating system where estimate, contract, payments and job costs share one record.
Feedbackin every toolPeople report problems and ideas from the screen they are on, and see what happened to them.4A feedback button in every tool, feeding one weekly review, with each request tracked through to a release.
CM platformbuilt from these piecesThe new construction management platform assembles the shared parts instead of starting over.5Built on the shared login, records and document store, so it is one more room in the building, not a new building.
Productionhosting and accessCloud servers, on-site computers, domains, certificates, zero-trust access, backups and monitoring, with a status log for every tool.6We already run servers, secure tunnels, zero-trust access, encrypted nightly backups and health alerts.
AI key controlscost and accessAI access is managed in one place, not handed out key by key.7Keys held on the server, usage tracked per person, and local models for private documents.

Field hardware

Scanners, tablets, cameras and per-job servers stay with VADD's embedded-systems group. We connect them to the shared login and records.

License review

Every package we use allows free commercial use, and each alpha ships with a license review, as the posting asks.

Guides with every release

Each new tool ships with a short white paper, a user guide and its feedback channel, so it gets used after launch day.

P-201Proposed, working details

What VADD's platform could do, playing live.

Four short samples of the kind of tools we would build on a shared platform. Each plays on its own; tap one to jump. All figures are made up.

Schedule to cash flowSample data
The schedule and the estimate share one record, so when work moves, the money moves with it.
Activity
JanFebMarAprMayJunJulAug
Status
Site workJob 1
On plan
StructureJob 1
On plan
ElectricalJob 2
On plan
MechanicalJob 2
On plan
CommissioningJob 2
On plan
Scheduled workFinish date the estimate assumes
Cash flow updated: electrical movedThe scheduler pushed electrical on Job 2 by 3 weeks. $2.1M of planned spend moved from June to July, and the estimating lead was notified.
Contract readingSample data
Drop in a signed subcontract. The values land on the right budget lines and get checked.
Subcontract_Electrical_signed.pdf
ContractorSample Electric Co.
Contract value$12,480,000
Retainage10%
Budget lines3 lines matched
Power distribution
Committed $6,150,000of $7,500,000
Feeders and conduit
Committed $4,550,000of $5,000,000
Grounding and lighting
Committed $1,780,000of $2,400,000
  • ✓Budget lines add up to the contract value
  • ✓No line is over budget
  • ✓Retainage matches the contract terms
Project assistantSample data
Anyone on the team asks in plain words. The answer comes from live project data, with its source.
One schedule change, and two items need someone.
  • Electrical, Job 2: moved 3 weeks. $2.1M of spend shifts from June to July.
  • Field reports: 14 filed this week; 2 flagged a safety follow-up.
  • Contingency: $4.02M left of $4.80M (84%). Two change orders are waiting for approval.
Sources: schedule, estimate and field reports, read today at 9:14 AM
Phone approvalsSample data
A change order needs sign-off. The approver taps it on their phone, and the budget and history update at once.
9:41
Tuesday
VADD Platform, now
Change order needs your approval $180,000 added to electrical on Job 2, funded from contingency. Requested by the project manager.
ReviewApprove
✓ Approved. Budget updated.
Contingency left
$4,200,000
  • Project manager submits a $180,000 change order for electrical on Job 2
  • The approver signs off from their phone
  • Budget and history updated; every total still ties
No surprisesSchedule slips and over-budget lines are flagged the day they happen, not at the monthly meeting.
Every dollar tiesContracts, change orders and pay apps checked against the budget automatically.
Decisions in minutesAnswers and approvals on a phone, from the site or the airport.
P-301Proposed, next builds

What we would build next for a data center builder.

Once the tools share one login and one set of project records, these become straightforward. Ideas to discuss with VADD's group leaders.

Schedule linked to estimate

The connection the posting names first: a schedule change updates the estimate and the monthly spend forecast, with no retyping.

Field capture straight into reports

The second one it names: photos, notes and headcount captured on site and rolled into the weekly report automatically.

Badges tied to the user directory

One person, one record: their login, their badge and the jobs they are assigned to, kept in step.

Contracts and POs read on upload

Values land on the right budget lines, checked for anything that does not add up.

Pay applications checked before approval

Each pay app compared with its commitment and the budget, so overbilling is caught before money goes out.

Off the low-code module

Move the low-code pieces onto the shared stack, one at a time, without breaking what people already use.

One document store

Contracts, drawings, reports and invoices stored once, found by project and job, backed up every night.

A status page for every tool

What is live, what is in testing, who uses it and what feedback is open: the status log the role calls for.

Q-401Qualifications

We have already done this job, in three industries.

Each of these started as a prototype and is now software people use every day, built with AI coding agents and run by us. One of them is a contractor's estimating system.

ProjectWhat it doesScale
Operations hubHospitality group, about $100MCustom software on top of Restaurant365: bank feeds and reconciliation, daily sales, labor, invoices, P&L packages, recipe costing, and investor management and relations. We also hold the fractional CFO role and set up daily automation across the company.12restaurants on one hub, 20+ jobs run on their own every day
Tax preparation pipelineAccounting firm, our ownBlockchain Crypto Tax Prep runs on a pipeline we built: quotes, a secure client portal, AI agents that prepare the work, and a preparer who reviews and signs off. An ownership hub tracks who owns what across entities.1,530documents taken in through the portal, 264 client files
Estimating and job costing systemRenovation contractor, live in productionFrom site visit to signed contract to final payment. The owner films a walkthrough, narrating the scope room by room, and AI drafts the estimate from it, starting from the most similar past job. Prices the owner corrects are saved for every future estimate. Estimates export to Excel and import back, and print as PDF or Word on the company letterhead. Job costing tracks spend, hours and margin against the estimate, and the payment schedule flags each draw when it comes due.190line items in a single estimate
Our own operations platform1st Class, internalMany tools run from one central server: one login with separate roles, secure access from anywhere without a VPN, nightly encrypted off-site backups, health checks on every service, and phone alerts when something needs a person.1login across every tool we run

Custom web apps

Hubs, portals, dashboards and approval screens, built for desktop and phone.

AI agents that do real work

Agents that prepare files, draft emails and answer from live data. A person approves before anything goes out.

Document reading

Contracts, invoices, statements, PDFs and spreadsheets read and checked against the numbers they should match.

Scheduled automation

Jobs that pull data, post entries, build reports and send emails on their own, with a watchdog that alerts a phone when one fails.

Connecting systems

Accounting software, bank feeds, card processors, point of sale, email and calendars. With no API, we drive the website the way a person would.

Reporting and finance packages

P&L, balance sheet, cash flow, projections, scorecards and investor reports, with Excel and PDF out.

Secure hosting

Servers, domains, zero-trust access, logins and roles, encrypted off-site backups and health monitoring.

Client and team portals

Secure document upload, status tracking and automatic reminders, so nobody chases files by email.

Alerts and messaging

Phone alerts, daily recap emails, WhatsApp and chat bots that tell the right person what needs them.

Accounting and CFO work

Fractional CFO, bookkeeping, bank reconciliations, job costing, ownership records and tax preparation.

Estimating and job costing

Estimates drafted by AI from a site walkthrough, a price book that learns, and job costs tracked against every estimate.

Guides and rollout

User guides, step-by-step procedures and in-person training, so a tool gets used after launch day.

Q-402Scope matrix

The Integration Lead role, line by line.

VADD's posting for a Software Platform Integration Lead describes five jobs. Here is where we have already done each one.

VADD needsWhat it meansWhere we have done it
Own productionHosting, domains, secure access, backups, monitoring, users and roles, AI key controlsWe host and run every system on these sheets: our own server, Cloudflare access, nightly encrypted backups, alerts, scoped logins, and AI keys held on the server instead of in anyone's browser, and local models on our own hardware for private work.
IntegrateOne login, shared project and job records, tools that feed each otherOur tax pipeline, client portal, assistant and reporting share one set of client records. The restaurant hub joins bank, sales, labor and invoices into one daily picture.
Build with AI agentsTurn a short outline from an engineer into a working alpha, with a user guideThis is how we build everything. We are accountants and developers who direct Claude Code, have Codex review the result, and read, test and correct it before it reaches a user.
Drive adoptionWin users one at a time until the tools replace the spreadsheetsOur users are accountants, a chef, a CFO and a renovation contractor, none of them developers. We measure what they actually use and change the tools to fit.
ReportRegular progress with the CEO, COO and VPsWe already prepare reporting for an ownership group and its investors. Plain numbers, what changed, what needs a decision.
Server
Python
Same as VADD's
Data
Document and SQL stores
Same as VADD's
Front end
Browser, phone-friendly
Same as VADD's
AI
Claude, GPT and local models
Includes VADD's

Our AI bench

We pick the model for the job instead of tying VADD to one company, and we have one check another's work before anything ships.

Claude Code

Our main coding agent. It builds the tools, and we read, test and correct what it writes.

Codex

A second coding agent from OpenAI. We use it to review plans and code written by the first, so mistakes get caught by a different set of eyes.

Claude and GPT

The models inside the tools themselves: reading contracts, drafting messages, answering questions about the project.

Local models on our own Mac mini

AI that runs on hardware we own, so private documents never leave the building and routine work costs nothing per question.

Q-403Why an accounting firm

Accountants and developers. That is the point.

Project controls is accounting with hard hats on. Budgets, commitments, change orders and job costs are ledgers. We reconcile money for a living, so the numbers in your platform will add up the way a CFO expects.
  • ✓We know a budget has to tie back to the estimate plus every approved change, and what to do when it does not.
  • ✓Job costing, bookkeeping and finance are our day job, one of the hands-on backgrounds the posting asks for.
  • ✓Estimating is too: we built a contractor's estimating system, from AI-drafted estimates to job costing against them.
  • ✓Every figure we show carries its source and the time it was read. A confident wrong number is the worst thing a finance tool can do.
  • ✓Two-person approval, audit history and roll back are how we already run our clients' books.
  • ✓The posting says about 95% of the code will be written with AI agents. That is how we already work: we direct the agents, then read, test and correct what they write.
  • ✓We write and read Python, run our own Linux servers, and handle networking, security and APIs ourselves.
S-501First 180 days

VADD's own plan, run by a team that has done it before.

We follow the plan in VADD's posting. A team starts faster than one new hire learning on the job.

Month 1Month 2Month 3Month 4Month 5Month 6

Learn and secure

  • Read every tool's code and documents
  • Tools in daily use moved to one server, one login, backed up nightly
  • Two job sites; first CEO session

Take over production

  • Hosting, access and AI keys under central control
  • Pre-release items closed; a status log for every tool
  • Product map published; every group leader met

Connect and prove it

  • Shared login and project records live
  • Schedule, estimate and drawing tools connected
  • Weekly feedback review; named users on named projects

Close by

We are in Maryland, a short drive from Leesburg, so site visits and in-person sessions are easy to schedule.

Devices

We'd partner with VADD's embedded-systems group on devices and connect them to the platform.

Scheduling

We read Primavera P6 and MS Project exports. Your schedulers stay the experts on the schedule; we make it flow into budget and cash flow.

T-601Sign-off

Next step: a 30-minute demo of the systems on these sheets, running live.

We will also sketch how VADD's tools could come together behind one login, starting with the ones in daily use.

Mike RingCEO and Founder
Anna GarciaCOO, platform and operations