SaaS and internal operations
Where it runs: FinCasa on fincasa.app (household and SMB finance hub). Lead CRM on crm.spfg.tech (review-before-outreach pipeline). Earlier: PrivacyFlow.ai under Certsys (LGPD SaaS). Why it matters: spreadsheets and raw lead dumps create compliance debt, wrong sends, and reconciliation drag.
FinCasa: shared cash-flow visibility and intervention signals. Lead CRM: geography plus human review so outbound stays governed.
You get durable workflows and data boundaries, not a UI shell over CSV chaos.
How engagements run
Workflow and permissions before components. Thin vertical slices with real persistence early.
- PII and permission map first
- Ship real persistence before polish
- Exports and alerts as first-class
- Runbooks for ops, not only READMEs for devs