Owners
A dashboard you trust, a morning brief that tells you what changed, and one partner accountable for the whole system.
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A systems department you don't have to hire.
CSF Solutions is a Salesforce and systems consultancy. We work as the systems team for growing companies that have outgrown spreadsheets but don't want to staff a department.
CSF SolutionsSalesforce · QuickBooks · AI
- Serves
- Growing businesses across the US, remote first
- Builds in
- Apex, Lightning Web Components, Flows, Experience Cloud, Field Service
- Connects
- QuickBooks Online and Desktop, payment gateways, DocuSign, payroll and time systems, Twilio, Google Workspace, custom APIs
- AI stack
- Claude agents, Claude Code, MCP inside Salesforce
- Works with
- Owners, controllers, ops leads, and the one person at the company who knows where everything is
Who we are
We build it, then we run it.
Most consultancies hand off a build and move on. We don't. The architect who designs your org is the one who keeps it running: answering questions, fixing what breaks, and building the next thing.
That changes how we build. We know what happens when the data is wrong, the check bounces, and QuickBooks has to be right by Tuesday, because we're the ones who get the call.
We also put AI agents into production for clients: agents that reconcile, monitor, triage and brief, with people deciding anything that moves money.
Who we work with
Four seats at the table, one set of numbers.
Controllers and bookkeepers
Invoices, payments and customers that match QuickBooks, with a reconciliation view that shows exactly what is off and why.
Operations leads
Work tracked on the record that bills for it, fewer handoffs, and automations that stop people from re-typing.
Sales and account teams
Quotes out in minutes, signatures from the record, and commissions calculated from cash actually collected.
Let's look at your systems together.
A 30-minute call to understand your line, then a one-page proposal. No obligation either way.