Case studies

Three real clients, and what changed for them.

A sushi group, a swimwear brand and a paid-ads agency. All three are named here, and each system runs in their own accounts.

TemakHouseAbout 28 hours a week handed back See the story BibikinisOne command center, not four tools See the story LM MarketingClient reporting that runs itself See the story

Case 01

TemakHouse, a sushi group in Deerfield Beach and Orlando

About 28 hours a week, handed back.

  • About 28hours a week handed back to the team
  • Same daymonthly close, down from days
  • $10k+in Toast Capital withholding found in month one
  • 9automations running daily

The problem

The books ran on manual spreadsheets. Cash closeouts were photographed and typed in, invoices went in one line at a time, payroll was computed by hand, and money landed from five platforms. It added up to 30+ hours a week, and closing a month took days.

What Forma built

A system the team owns, inside TemakHouse's own accounts: a vendor tracker, and a fixed-expenses and payroll tracker. On top of it, our AI agents run nine automations. They read invoices, fill in and reconcile deposits from five platforms, compute payroll for review and roll it all into one P&L.

The result

The books now take about 2 hours a week, down from 30+, and the monthly close is same day. Once the numbers sat in one place, they also surfaced $10k+ in Toast Capital withholding that nobody was tracking.

Measured on TemakHouse's own books, before and after go-live.

Read the full story

Case 02

Bibikinis, a Miami swimwear brand

The whole operation, in one place.

The problem

Docs were scattered across Drive and Sheets. Sales came in through Shopify online and Square at pop-ups, and never sat in one view. Pop-up leads were tracked from memory.

What Forma built

One command center, inside Bibikinis' own accounts, that the whole operation now runs through. An AI workflow pulls in the Shopify and Square sales, logs the pop-up leads and writes the reports itself.

The result

The team runs the brand from one place. The reports that used to eat an evening write themselves, and every pop-up lead is logged the day it happens.

We will add an hours or dollars figure once it is measured and confirmed with the Bibikinis team.

Read the full story

Case 03

LM Marketing, a paid-ads agency

Read the full story

Client reporting that used to eat an evening a month now runs itself.

The problem

The client book lived in spreadsheets standing in for a CRM. Every month, someone built a report for each client by hand: open the ad platforms, copy the numbers out, paste them somewhere presentable.

What Forma built

One system in LM Marketing's own accounts, with the manual work moved onto the machine.

  • CRMThe client book in one place: clients, campaigns, status and history
  • ReportingAd performance pulled in, one clean report per client, on schedule
  • ConsultingAI advice alongside the build, applied to how the agency runs

The result

The client book lives in one CRM, and the monthly reports assemble themselves, per client, on schedule. The hours that went to reporting now go to campaigns.

We will add an hours figure once it is measured and confirmed with LM Marketing.

How we measure

The numbers on this page were measured on TemakHouse's own books, before and after go-live. Bibikinis and LM Marketing do not have a confirmed figure yet, so we left numbers out instead of guessing.

Your next step

Yours could be the next story.

We start from how your business runs today and tell you plainly what we would fix first. Nothing gets built until you agree on the scope.

Talk it through Walk us through your week and we will say what to fix first. Book a call Look on your own first Find where your hours leak, in about a minute. Free ops analysis