Case StudiesTemakHouse

Case 01 · On the record

About 24 hours a week, handed back.

A family restaurant whose books ran on manual spreadsheets: cash closeouts photographed and typed in, invoices entered one by one, payroll computed by hand, deposits landing from five separate platforms. Forma built the two Airtable bases the operation now runs on, and the AI agents we built and deployed run nine automations on top. Every number on this page was measured on TemakHouse's own books.

Thirty hours of typing, every week, before the day even started.

The problem

TemakHouse ran a real restaurant on spreadsheets held together by hand. 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. All in, the books ate more than thirty hours a week, and the monthly close dragged on for days.

  • 01
    30+ hrs
    a week keeping the books by hand
  • 02
    5 platforms
    reconciled one at a time
  • 03
    Days
    to close a single month

What Forma built

Two Airtable bases the operation now runs on, both inside TemakHouse's own accounts: a vendor tracker, and a fixed-expenses and payroll base. On top of them sit the AI agents we built and deployed, running nine automations that do the typing nobody should have been doing. The Airtable backbone, explained

Invoice OCR Deposit auto-fill Toast payout engine Price-drift alerter Expense forecaster Payroll WhatsApp reader Unified P&L The 7am briefing

Every automation writes into a base TemakHouse owns, not one we hold, so the base and all its data stay theirs. See how it works

The 7am briefing

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 by OCR into the vendor tracker, computed payroll for review, and rolled it all into one P&L across every platform. The owner reads a briefing instead of building one.

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

$10k+in Toast Capital withholding nobody was tracking, surfaced in a single month once the numbers finally sat in one place.

The outcome

0 to 0
hours a week on the books, from 30+
~0h
handed back, every week
0
automations running daily
0
platforms wired in, Toast to WhatsApp

Where those hours come from

Monthly P&L~90% less time

Deposit reconciliation~90% less time

Vendor invoice tracking~85% less time

Payroll~75% less time

Wired into Toast, Plaid, Square, Stripe, DoorDash, Uber Eats, Gmail and WhatsApp.

How we measure: hours and task counts logged on TemakHouse's own books, before and after go-live. A real client, on the record, sharing real numbers with their sign-off. No borrowed numbers, no composite clients.

The next 24 hours we hand back could be yours.

One call. Tell us what eats your week, and we'll show you the system that wins it back.