Case study
TemakHouse, a sushi group in Deerfield Beach and Orlando
About 28 hours a week, handed back.
TemakHouse kept its books by hand, across spreadsheets and five payment platforms. Forma built the system and the AI agents that now do that typing every day.
- Before
- Manual spreadsheets and five payment platforms
- Built
- Two systems the team owns, and nine automations
- Result
- About 2 hours a week on the books, down from 30+
- Status
- Live and measured
The problem
Thirty hours of typing, every week, before the day even started.
Cash closeouts were photographed at night and typed in the next morning. Invoices went into the books one line at a time. Payroll was computed by hand. And money landed from five platforms at once, so reconciling a single day meant opening Toast, Square, Stripe, DoorDash and Uber Eats separately and stitching them together.
- 30+hours a week keeping the books by hand
- 5payment platforms, reconciled one at a time
- Daysto close a single month
What Forma built
Two systems the team owns, and AI agents that do the typing.
Both systems sit inside TemakHouse's own accounts: a vendor tracker, and a fixed-expenses and payroll tracker. On top of them, the AI agents we built run nine automations.
- Invoice OCR
- Deposit auto-fill
- Toast payout engine
- Price-drift alerter
- Expense forecaster
- Payroll
- WhatsApp reader
- Unified P&L
- The 7am briefing
Wired into Toast, Plaid, Square, Stripe, DoorDash, Uber Eats, Gmail and WhatsApp. Every automation writes into a system TemakHouse owns, not one we hold, so the system and all its data stay theirs.
The 7am briefing
The owner reads a briefing instead of building one.
Every morning opens the same way now. The agents have already pulled the five deposit feeds, filled them in and reconciled them, read the overnight invoices into the vendor tracker, computed payroll for review, and rolled it all into one P&L.
- Deposits
- Five platforms, filled in and reconciled
- Invoices
- Read by OCR, logged to the vendor tracker
- Payroll
- Computed, ready for review
- P&L
- One view across every platform
The result
The books now take about 2 hours a week.
That is down from 30+ hours, and the monthly close is now same day instead of taking days.
Hours a week on the books
About 28 hours a week handed back to the team.
- Same daymonthly close, down from days
- 9automations running daily
- 8platforms wired in, from Toast to WhatsApp
in Toast Capital withholding that nobody was tracking, surfaced in month one once the numbers finally sat in one place.
Where the hours came from
How we measured it
Hours and task counts were logged on TemakHouse's own books, before and after go-live. TemakHouse is a real client, named here and sharing real numbers with their sign-off. No borrowed numbers, no composite clients.
