FacadesX supplies high-end facade systems — porcelain, stone veneer, rainscreen, high-performance windows — for commercial projects from Boston to Manhattan. Led by Matt Capone, the company is scaling toward $10M with a pipeline of 245 active deals worth over $50M.
Growth like that has a cost. Three related companies meant three sets of QuickBooks. The CRM never talked to the financials. Cash forecasting looked backward. Proposals for multi-million-dollar bids were formatted by hand, differently every time.
The books were busy. The picture was blurry.
Not a chatbot. An agent embedded in daily operations, holding real seats on the org chart:
| DEAL ANALYSIS | Reads the CRM pipeline. Flags at-risk deals. Times the cash. |
| CASH FORECASTING | Forward projections from live deal data, weighted by stage and probability — not last month's report. |
| PROPOSALS | Branded, professional bids for multi-million-dollar projects. Including the $14M data-center bid. |
| EMAIL TRIAGE | Every thread across every company, sorted and routed. Nothing falls through. |
| DOCUMENTS | Annual reports, filings, financial summaries — faster, with fewer errors, across three corporations. |
Around the agent: unified books with entity-level tracking, coordinated tax compliance, and a standing weekly ops meeting. Humans doing judgment. The agent doing everything else.
| Area | Before | After |
|---|---|---|
| VISIBILITY | 3 disconnected sets of books | One unified system, entity tracking intact |
| FORECASTING | Backward-looking reports | Live, pipeline-driven projections |
| PROPOSALS | Manual, inconsistent | Branded, rapid, agent-drafted |
| COMPLIANCE | Scattered across entities | Coordinated filings, clean payroll tax |
| CRM ↔ FINANCE | Siloed systems | Pipeline data feeds the forecast |
| CADENCE | Ad hoc fire drills | Weekly operating rhythm |
A working session, not a sales call. Show us how the work flows today. We'll show you which seats an agent can hold by next quarter.
Book a working session