Data solutions for growing firms

Connected data. Confident decisions.

Solon connects the systems your firm already runs on, turns what's in them into reports people trust, and keeps it all running every night without anyone touching it. When you're ready for AI, your data will be too.

Your AI assistantWorks in Microsoft Copilot, ChatGPT, or Claude
Solon connector: Billing · Accounting

I'm connected to your firm's billing and accounting data, refreshed this morning at 6:00 AM. What would you like to know?

Top 10 clients by billed amount last yearWhich clients are slowest to pay?Unbilled time over 60 days
Ask about your firm's data…
Demo · sample data, fictional clients
Services

Practical data work, built to run on its own.

Most small and midsize firms have the data they need. It's just spread across billing, accounting, and HR systems that don't talk to each other. Solon fixes that.

Data integration

Scripts that pull data out of the platforms you use through their APIs, clean it up, and put it in one dependable place.

  • Billing & time tracking
  • Accounting
  • Payroll & HR
Billing & time API · every night Accounting API · every night Payroll & HR API · every night One clean table Northwind$612K Halvorsen$549K Brightline$497K Cedar & Pine$452K ✓✓✓✓ 214 clients · 4,812 invoices

Reporting & dashboards

Dashboards that refresh themselves, built on your firm's real business rules: realization, collections, commissions, whatever you actually manage by. Filter by department, office, or year and every number follows.

  • Power BI
  • Custom calculations
  • Automatic refresh
Billing & CollectionsSample firm · fictional data
Refreshed nightly · 12:30 AM
Year
Department
Office
Billed–
Collected–
Collection rate–
Outstanding A/R–

Billed vs. collected by month

BilledCollected

Receivables by age

as of Dec 31

By client

Top clients by billed amount
ClientDepartmentBilledCollectedOutstandingRate
Demo · sample data

Automation & alerts

Scheduled jobs and daily email reports that flag what needs attention, so nobody has to remember to run a report or dig for an exception.

  • Nightly pipelines
  • Daily alerts
  • On-demand reports
Nightly runRunning…
  1. Pull time entriesBilling system
  2. Pull invoices and paymentsBilling + accounting
  3. Apply firm rulesCommissions, realization
  4. Refresh dashboardsPower BI
  5. Send daily alertsPartners' inboxes
Daily alert · Unbilled time7:00 AM
4 time entries are more than 60 days unbilled ($12,840)
  • Kestrel Aerospace · J. Alvarez$4,620
  • Ostara Therapeutics · M. Chen$3,915
  • Lumen Grid Energy · R. Okafor$2,480
  • Marrow Bay Foods · S. Patel$1,825

AI readiness

Getting your data clean, connected, and documented so the AI tool you already use gives real answers about your firm instead of guesses.

  • Data foundations
  • AI assistants on your data
  • Roadmaps
Your systems
  • Billing & time
  • Accounting
  • Payroll & HR
Solon data layer
  • Cleaned and joined nightly
  • Your firm's rules built in
  • Secure, read-only access
Your AI tool
  • Microsoft Copilot
  • ChatGPT
  • Claude

“Which clients are slowest to pay this year?”

AI readiness

AI is only as good as the data underneath it.

Pointing an AI tool at a raw software API rarely works the way people hope. The answers depend on the same groundwork good reporting does.

Clean, connected data

Your systems are joined up and the definitions are settled first, so "revenue" and "hours" mean the same thing everywhere.

Your firm's context

An assistant needs your rules: who gets credit, how matters roll up, what counts as late. We write that down and build it in.

In the AI tool you already use

Keep Copilot, ChatGPT, or Claude. Solon builds the secure connector that lets it answer questions from a daily copy of your firm's data.

Approach

How an engagement works.

01

Plan

We start with the questions you need answered and the systems that hold the answers. You get a plain-language plan and a clear quote.

02

Build

Pipelines, reports, and alerts get built in stages, so you see working results early and can steer as we go.

03

Run

Hosting, monitoring, and changes as your firm grows. Systems change and rules change; the reporting keeps up.

Recent work

A professional services firm's reporting, fully automated.

A professional services firm was running on billing, accounting, and payroll systems that each told part of the story. Solon built automated jobs that pull from those systems every night, apply the firm's own rules, and feed the dashboards and daily alerts its leadership relies on.

Now the firm is building on that foundation with an AI assistant that answers everyday billing questions from the same data.

Every nightdata pulled, calculated, and refreshed
Dailyemail alerts that flag exceptions
Hands-offreports ready before anyone gets to the office
Multi-yearongoing partnership and support
About

A small firm that works like part of your team.

Solon, LLC is led by TJ Pia, who has spent his career in financial data and reporting. Solon works with small and midsize firms that have outgrown spreadsheets and copy-paste reporting but don't need a full IT department.

You work directly with the person building your solution, from the first conversation to long after launch.

Contact

Tell us where your data is messy.

Send a short note about your systems and what you wish you could see. A quick conversation is usually enough to know whether Solon can help and what it would take.

Or reach out directly tj@solonllc.com 203.520.7919