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Step 7 Consulting

Step 7 Consulting

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    • Agentic AI & Automation
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    • Architecture & Integration
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Our Work

Systems That Integrate, Automate, and Scale — Architected and Delivered

These case studies show how Step 7 Consulting helps growing and mid-market organizations connect their operations to banks and payment networks, modernize legacy systems, and build production-ready systems powered by agentic AI automation. Every engagement is grounded in strong software engineering and architecture practices, with a focus on performance, reliability, and long-term maintainability. Our clients rely on us to translate strategy into execution and deliver measurable operational impact.

AI Workflow Automation with OpenAI GPT for Fintech ACH Payment SaaS

Architecture and development for a fintech company replacing a manual ACH transaction process with a custom AI-driven automation.

→ Read the Case Study
Plaid & Dwolla Fintech Integration for ACH Payments Product

Full architecture design and web development for a fintech startup's flagship ACH Payments product, integrating Plaid and Dwolla from day one.

→ Read the Case Study
Enterprise Portal Development to Unify Engagement across Real Estate Agents, Mortgage Officers & Leadership

Architecture, engineering, and delivery management for a custom portal unifying agents, mortgage officers, and executive leadership on a single platform.

→ Read the Case Study
Encompass Data Connect Integration for an Enterprise Mortgage Platform

Architecture & database development for a production Encompass Data Connect integration with SSIS ETL and a 1M+ record Microsoft SQL Server database for 100k+ real estate agents.

→ Read the Case Study
n8n AI Chatbot Assistant for Website using RAG & Hybrid Search

An AI chatbot assistant built in n8n using a hybrid search architecture — combining semantic vector search, full-text search, and tag-based matching for accurate responses.

→ Read the Case Study
Google Apps Script Integration Redesign: Streak CRM to Monday.com

Replaced a failing bulk-sync architecture with an API and webhook-driven system using Google Apps Script — with full observability and a dedicated test environment.

→ Read the Case Study
Microsoft Power BI & SQL Server Data Warehouse Implementation

SQL Server data warehouse built on an ETL pipeline from Microsoft Dynamics, feeding over a dozen Power BI reports and a KPI dashboard — with staff trained for self-service reporting.

→ Read the Case Study
AI Workflow Automation for Transcripton at a Medical Practice

A medical practice replaced a time-consuming manual transcription process with an AI-integrated automation workflow — dramatically reducing staff overhead.

→ Read the Case Study
WooCommerce Integration with QuickBooks Enterprise, Google Analytics & MailChimp

Full e-commerce modernization for a sporting goods manufacturer — WooCommerce integrated with QuickBooks Enterprise, eliminating manual order entry with real-time inventory sync.

→ Read the Case Study
AI Workflow Automation for Housecall Pro Revenue-Generation Email Campaigns

A scalable AI-integrated architecture that automated revenue-generation email campaigns directly from Housecall Pro operational data.

→ Read the Case Study
Workflow Automation: Housecall Pro, QuickBooks & Google Sheets

End-of-month commission automation for a carpet retailer managing a dozen territories across Texas — connecting Housecall Pro, QuickBooks, and Google Sheets.

→ Read the Case Study
Workflow Automation for an Event Management Company

A growing event management company eliminated manual handoffs across their entire leads-to-invoicing process using a custom automation architecture.

→ Read the Case Study
Ready to streamline how your systems connect and run?

Let's explore how the right plan can support your team.

Schedule a Consultation

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800-695-5107
info@step7consulting.com
Seattle, Washington

Since 2016, Step 7 Consulting has partnered with operational and technology leaders at growing & mid-market organizations to architect and build banking, payments, and workflow automation systems that scale. Based in the Seattle metro, we work from strategy through execution — delivering production-ready results that support long-term growth.

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