Coalescent

Workflows across the systems you can’t replace.

Coalescent reads from and writes back to the core systems your business already runs on, checking limits, chasing exceptions, and updating records. Describe the outcome in plain English.

01

Describe the outcome

No flowchart to build. Coalescent works out the steps, even in systems with no ready-made connector.

02

Updates the source

Records updated in the source system itself, so no one re-keys the same numbers by hand.

03

Human control

Approvals when a decision matters, and a step-by-step record of every run.

The problem

Your core system holds the data. It was never built to act on it.

Every operational business runs on an application it can’t walk away from: practice management, care management, trust accounting. The records in it carry real obligations: a deadline to meet, an invoice to send, funding to acquit, a licence to keep. The system stores all of it faithfully. Then a person does the rest.

  • Someone checks the numbers against a hard limit by hand (a project budget, a funding cap, a trust balance) every single week.
  • The gaps get bridged with exports, spreadsheets, and re-entry stitched around the system, because two-way automation there has always needed engineering most firms don't have.
  • The work stays invisible until it's missed. And a miss costs money, funding, or a licence.

Coalescent exists to close that gap.

How it works

Read. Reason. Act. Prove.

You describe the outcome in plain English. Coalescent assembles the workflow, runs it, and records every step — across the systems you already have.

01 · Read

It connects to the systems the work actually lives in.

The core application your business runs on, plus accounting, email, and spreadsheets around it. Coalescent reads what's really there right now: records, budgets, balances, dates. You approve each app's access once, inside the conversation.

02 · Reason

It checks the numbers against your rules.

Budgets against hours logged. Funding against sessions booked. Balances against scheduled payments. Coalescent works out what needs doing — and when a decision genuinely needs a person, it asks instead of guessing.

03 · Act

Overdue invoice follow-up

Started today, 8:41 AM

Running

Xero · overdue invoices

18 flagged past 14 days

22s

Gmail · tiered reminders

18 reminders sent, by age

31s

Xero · status write-back

Updating notes on each invoice

In progress
2 / 3 steps completedElapsed 1m 41s

It does the work and writes the result back.

Records updated in the source system, reminders sent, exceptions flagged to the right person — every step in order, start to finish. A run that finishes cleanly is saved as an automation you can schedule and reuse.

04 · Prove

Every run leaves a record.

The steps taken, the apps touched, what changed, and when. When a client, a reviewer, or an audit asks what happened — it's already written down, not reconstructed from memory.

Coverage

Built to reach the systems others can’t.

1,000+ connected apps

Accounting, CRMs, spreadsheets, calendars, communication tools — connected with one approval, inside the conversation.

Browser-based systems

Plenty of core systems have no public integrations at all. Coalescent can work through the same screens your team uses, with saved logins kept encrypted.

Custom connections

When your core system needs a connection that doesn't exist yet, we build it with you as part of getting set up. No developer on your side required.

The core application is the hard part. Everything around it should just come along.

Why Coalescent

Most automation tools are action-based: you assemble every step yourself, and the work of holding it together stays with you. Coalescent is intent-based. You describe the outcome; it assembles the workflow, runs it across the systems you already have, and asks when a decision genuinely needs a person.

A record of what ran, not what you remember.

Common questions

Straight answers.

Who is this for?

Operations-heavy businesses that run on an entrenched core application: practice management, care management, trust accounting, job management. If an ops or finance person spends part of every week checking numbers in that system against a limit, chasing what's missing, and re-entering the results, Coalescent is built for you.

Do we need a developer?

No. You describe the outcome in plain language, approve app access when Coalescent asks, and review what it proposes. For core systems that need a custom connection, we set that up with you as part of onboarding — it's guided work, not a project handed to your (non-existent) IT team.

How is our data handled?

Each run happens in a secure, private environment. Login details for any connected system are stored encrypted and never written into logs or shown to anyone. Coalescent only uses the access a specific run actually needs, and a full history of every run is kept and tied to your account.

What if it gets something wrong?

Coalescent is built to ask, not guess: when a step needs a judgement call, it pauses and puts the question to you. Writes back to your systems go through checks before they're committed, and every run's record shows exactly what was read and what was changed — so nothing happens silently.

Our main system is niche. Will it connect?

That's the point. Beyond the 1,000+ mainstream apps, Coalescent works with browser-based systems through the same screens your team uses, and we build custom connections for entrenched vertical software during setup. If your system holds the data, it's reachable.

The work just runs.

Tell us about one workflow your team checks, chases, or reconciles by hand. We’ll show you Coalescent running it, start to finish, in your systems.

30 minutes · no preparation needed