Software · Intellectual property · Applied AI

We build software. We develop and license IP.

Operational software for business owners. Financial-software IP for platforms, funds, and software vendors. Applied AI from operators who've actually run the work.

Applied AI

AI specialists, where it actually pays off

We're not an AI company chasing a use case — we're a software and IP company that builds with AI, integrates AI into client systems, and applies AI to the operational work that used to require an army of humans. AI is part of how we work and what we ship, not a feature we bolted on.

AI in what we build

Document intelligence, transaction categorization, classification, summarization, and AI-driven agents woven into bookkeeping, CRM, document retention, and client workflows.

AI in how we build

AI-augmented development means we ship faster, test more thoroughly, and document more completely. Velocity that wouldn't have been possible two years ago, now standard.

Custom models & integrations

When off-the-shelf AI isn't enough, we integrate purpose-built models — fine-tuned for your data, your terminology, and the specific decisions you actually need automated.

Now building · Flagship product

One place for every account, every card, every due date — across every entity you own.

Multi-entity, multi-owner, or single owner — same product, same shape. Every business checking account, every credit card, every personal account, every recurring bill, every tax-due date — pulled together into one view. See the rollup across every entity you own, or drill into any single entity. The mess that lives in six apps and a spreadsheet, in one place.

In active development. Built first for the people running multiple LLCs alongside their personal finances. Reach out if you'd like to talk about early access or a partner license.

The two pillars

One company, two ways to work with us

Pillar 01

Software development

If you touch it on a computer to run your business, we can probably automate it. Custom software builds and productized tools for the actual operational work that fills your day.

  • Accounting, expense tracking, and bookkeeping automation
  • CRM, client portals, and follow-up engines
  • Document retention, OCR, and retrieval
  • Personal finance & multi-entity money management
  • Industry-specific builds — property management, federal contracting, trades
  • Custom automation of whatever your day actually looks like
Pillar 02

IP development & licensing

We own and license a portfolio of financial-software intellectual property — software components, technical indicators, and complete systems — to platforms, funds, and software vendors.

  • Personal finance software
  • Technical indicators & trading systems
  • Portfolio management
  • Accounting
  • Private fund management
Who we work with

Built for the people who actually run the business

Independent owners & operators

Solo founders, contractors, and small operators drowning in admin work. We automate the parts you keep saying "I'll fix this later" about.

Property management

Lease lifecycle, tenant portals, maintenance workflows, per-property accounting, vendor and inspection tracking.

Federal & DOD contractors

Compliance-aware tooling — DCAA-style time tracking, SAM.gov / SBIR tracking, capability statements, proposal automation, subcontractor management.

Multi-entity operators

Owners running multiple LLCs across business and personal finance. Cross-entity dashboards, credit portfolio mgmt, document vault, compliance reminders.

Funds & financial firms

Discretionary and systematic desks, private funds, and analytics vendors that license trading IP, portfolio components, or fund-admin tooling.

Software vendors & platforms

Charting platforms, fintech vendors, and analytics products that white-label our IP components inside their own offering.

Company

An IP-first operating model

Analytical Methods Group operates as a dedicated software and IP entity. Every product, every license, and every engagement runs through a single company with clean books, clear ownership, and documented intellectual property. That structure gives partners — and investors — straightforward diligence and a single, accountable counterparty.

Entity
Analytical Methods Group
Pillars
Software · IP licensing
Focus
Operational & financial software
Headquarters
Dallas–Fort Worth, Texas

Have a build in mind? Or want to license a piece of our IP?

Most conversations start with a short note describing the problem you're solving. We respond to qualified inquiries within a few business days.