AvailableServing Charlotte and the Queen City region

AI consulting and custom apps for Charlotte businesses.

Charlotte runs on finance. So does our own mortgage company, and it runs on software we built. We help Charlotte owners tighten operations, then build the portals, internal apps and automations that make the numbers easier to trust.

Get a free consultation See what we’ve built
  • Remote, with on-site visits in NC
  • Built inside a regulated business
  • Free 30-minute consultation

Charlotte, NC

Money businesses need clean handoffs.

Charlotte is one of the country’s biggest banking centers, with a growing fintech scene, a major energy presence, a busy airport hub and a motorsports industry with deep local roots. Around those anchors sit thousands of smaller firms: advisors, insurance agencies, mortgage brokers, vendors, shops and carriers.

For those firms, the pain is usually the same. Client documents arrive by email, commissions and payouts get figured in spreadsheets, and status updates depend on someone remembering to send them. In a business that touches money, a missed handoff is not just annoying. It is a compliance problem waiting to happen.

Industries

Who we help in Charlotte

01

Financial advisors, insurance and lending

Independent firms that need client portals, document collection and payout tracking without enterprise software prices or complexity.

02

Fintech and bank vendors

Small teams that need an internal tool or a working prototype built by a team that runs regulated workflows every day.

03

Logistics and transportation

Carriers, brokers and warehouses near the region’s highway, rail and air links, where dispatch and customer updates run all day.

04

Motorsports and manufacturing

Race shops, fabricators and suppliers tracking parts, jobs and deadlines across a busy shop floor.

Services that fit

Where we usually start

Consult first, then build what moves the needle, then stay on to run it. See services and prices

  • Client portals

    Secure pages where clients upload documents, see status and book time, so your team stops chasing paperwork.

  • Commission and payout tools

    We built a commission engine for East Coast Mortgage. Splits and payouts calculated once, the same way, every time.

  • AI consulting with Claude

    Claude reading documents and drafting summaries inside your process, with a human signing off on anything that matters.

  • Automations

    Reminders, renewals and reports that run on a schedule and leave an audit trail.

Example projects

Ideas we would build for Charlotte businesses

Examples of work that fits this market, not past clients.

  1. Idea

    A document portal for an advisory or insurance firm

    Clients get a checklist of what is needed, upload securely, and see progress. Staff see what is missing at a glance.

  2. Idea

    A payout engine for a brokerage or agency

    Every deal’s splits, fees and reimbursements itemized and approved in one place, modeled on the system that runs our own mortgage company.

  3. Idea

    A dispatch and customer update board

    For a small carrier or broker: loads, drivers and status on one screen, with customers notified automatically at each step.

  4. Idea

    A parts and job tracker for a race shop

    Jobs, parts on order and deadlines on a shop screen and a phone, so nothing waits on a whiteboard.

Proof, not promises

Real software, running real companies.

No made-up case studies for Charlotte. This is our real work: two operating companies run on software we built, and three products of our own are in beta: Run The Deal is open to everyone, and Hoaly and Livelihood, our money app for families, are invite-only.

10 days

From first line of code to a live direct booking site for a 7-home rental company.

63

Automations running every day across our own two companies.

3,293

Changes shipped to our companies and products, two of them running our own companies every day.

How we work together

Remote-first, in person when it helps

Charlotte is within our North Carolina drive range, so an on-site kickoff or workshop is possible when it is worth it. Week to week, we work on video calls with a shared roadmap and working software early, so you see progress instead of status reports.

  1. Step 1 · Free

    Free Consultation

    A 30-minute call about the part of your business that eats the most time. You get a short written list of your three biggest leaks.

    Start your free consultation
  2. Step 2 · About 2 to 3 weeks

    Operations Review

    A deep look at how work flows through your team and tools, ending in a roadmap with dollar estimates.

  3. Step 3 · Weeks, not months

    Build

    The app, website, automations or AI rollout from your roadmap, with a working version early.

  4. Step 4 · Monthly

    Run

    Hosting, monitoring, fixes and new features as you grow, with one lead accountable.

FAQ

Questions from Charlotte owners.

Do you understand compliance-heavy businesses?

We run one. East Coast Mortgage is a licensed mortgage brokerage, and its portal was built with disclosures, records and careful data handling in mind. We bring that habit to every build.

Can you visit us in Charlotte?

Yes, for a kickoff or workshop when it adds value. Most work happens remotely.

Do you replace our CRM or core systems?

Usually not. We often build around the systems you already rely on and connect them, so your team gets one clear view.

Is AI safe for client financial documents?

It can be, with the right setup. We control what Claude can see, keep a human in the loop, and leave out anything that should not be processed that way.

How do we start?

Book your free consultation. It is 30 minutes and ends with a short written list of your three biggest leaks.

Let’s find your three biggest leaks.

A free 30-minute consultation for Charlotte business owners. No pitch deck, no obligation.

Get a free consultation Email Austin

Claude is made by Anthropic. Frangoules Enterprises is an independent consultancy and is not affiliated with Anthropic.