Charleston-based. Built for practical small-business operations.
Small Business Automation for Teams Buried in Manual Work.
We find the workflow that wastes your time, then build around the tools you already use. No full-time tech hire required.
The real bottleneck
Your Business Probably Does Not Need More Software.
It needs the software you already have to work together.
Services
What We Take Off Your Plate
Custom Workflow & AI Automation
Connect the tools you have. Cut the manual entry.
Financial Dashboards & Reporting
Scattered data in. Owner-ready numbers out.
Private AI & Local Systems
AI workflows built so sensitive data stays where it belongs.
Examples
See It in Action
Working examples on sample data. The full set is on the examples page.
Why Coastal Workflow
Business-First Automation, Not AI Hype.
This company is run by Luke Harvey, a former corporate financial controller. Reporting cycles, reconciliations, month-end close — that was the day job. The goal is not more tools. It is making the tools you already have work together.
Process
How It Works
1
Free Workflow Audit
We review your current tools, bottlenecks, and repetitive tasks.
2
Practical Roadmap
You get a prioritized plan focused on the automations most likely to save time or improve visibility.
3
Build & Support
Coastal Workflow builds, tests, documents, and supports the solution so your team can actually use it.
Start With a Free Workflow Audit.
Thirty minutes on the workflow that wastes your time. You leave with a clear next step. No obligation to hire.
Early engagements are founder-priced: a fixed scope and a fixed fee, in exchange for serving as a reference once the work lands.