Stackflow Solutions

Your revenuestack, wiredto work.

I'm Ross Wilson. I help growing companies get more out of the software, data, and teams they've already paid for by connecting CRM, billing, product, and data into one system that produces revenue you can measure.

Start a project See the work
Five layers of a revenue stack: marketing, CRM, billing, product, and data, connected by syncs that pass signals between them. Marketingcampaigns, forms, ads CRMpipeline, accounts Billingpayments, invoicing Productyour app, support Datawarehouse, dashboards sync failing
Hover or tap a connection to see what it does.

The stack grew. The return didn't.

Most companies don't have a tooling problem. They have a return problem: years of investment in software and people that never got connected into one system.

  • Software spend climbs every year while revenue per employee stays flat.
  • Leadership can't get one trusted answer on pipeline, revenue, or churn.
  • Growth is capped by manual work nobody planned for.
  • AI is on the roadmap, but the data underneath it isn't ready.

Most companies buy tools faster than they connect them.Each one solved a real problem on the day it was bought. Together they became a tangle nobody owns.

Disconnected, every tool is spend without return.Data gets retyped, numbers disagree, and the people you hired to grow the business spend their week reconciling it.

Connected, one record follows a customer from first click to renewal.Leads route themselves, deals bill themselves, and usage feeds straight back to the account owner.

Where the money comes back

Software, data, and the people who run them are some of the largest investments a company makes. Every project is scoped against the ROI it should produce, and measured after it ships.

  • Recover revenue

    Find and close the leaks: failed payments, missed renewals, unbilled usage, and leads that wait too long for a reply.

  • Reclaim capacity

    Automate the work between systems so sales, finance, and ops spend their time on the job they were hired to do, and you grow without adding headcount at the same rate.

  • Cut wasted spend

    Consolidate overlapping tools, retire unused seats, and get full value from the platforms you keep before buying anything new.

  • Decide faster

    One source of truth for pipeline, revenue, and retention, so leadership acts on numbers everyone trusts instead of debating whose report is right.

  • Make AI pay off

    Clean, connected data and guardrails, so AI agents and automations do real work in production instead of stalling as pilots.

What I do

Strategy, builds, integrations, and embedded engineering, from one person who owns the result.

RevOps strategy

I design the operating model your revenue team runs on (funnel, ownership, territories, compensation inputs, forecasting) and configure your systems to enforce it, so every lead, deal, and account has one owner and one definition.

  • Revenue architecture
  • Go-to-market design
  • Territory and capacity planning
  • Forecasting
  • Tool consolidation

Systems building

I build the internal products your team needs and your vendors don't sell: decision engines, dashboards, approval workflows, and AI agents, built on the platforms you already own.

  • Decision and scoring engines
  • Executive dashboards
  • Workflow automation
  • AI agents
  • Internal tools

Integrations

I connect every system that touches revenue into one reliable flow, with monitoring built in, so a failure alerts someone instead of quietly corrupting the numbers you run the business on.

  • API and webhook integrations
  • Data pipelines
  • Reconciliation
  • Migrations
  • Sync monitoring

Forward-deployed engineering

I embed with your team, join your channels and standups, and ship inside your stack. There's no handoff deck and no vendor queue: you get engineering capacity that understands the business.

  • Embedded delivery
  • Same-week turnaround
  • Documentation as I go
  • Handover when you hire

How an engagement runs

You see the expected ROI before any work starts. Every change ships with a backup and a rollback plan.

  1. 1

    Audit

    1–2 weeks

    I map every tool, sync, and report, then hand back a ranked plan: what's broken, what it's costing, and what fixing each item is worth.

  2. 2

    Build

    2–8 weeks

    I ship the highest-value work first and verify every change against your real data before calling it done.

  3. 3

    Embed

    Monthly

    I stay on as your systems partner, keeping everything healthy and building the next layer as the business grows.

Who you'd work with

I'm Ross Wilson. I've spent my career inside revenue teams at high-growth payments and fintech companies, building the systems they run on: underwriting, collections, routing, compensation, retention, and the AI agents that keep operations moving.

Stackflow brings that work to more companies. You work directly with me, from the first audit to the last deploy.

Selected work

From company-wide platforms to quick wins shipped in a week. Clients are anonymized; every system described here runs in production.

Automated underwriting and financing marketplace

Fintech platform
The situation
Merchant financing applications were reviewed by hand, one lender at a time. Good merchants waited, and the team couldn't scale reviews without scaling headcount.
What I built
An AI screening engine that reads applicant documents, verifies identity and business records, scores each application against ten lending partners' criteria, and routes it to the best fit.
The return
Applications screened against 10 lenders in one pass, with no new reviewers hired. Financing became a new revenue line for the platform.

Revenue recovery system

Payments platform
The situation
Outstanding balances were chased through spreadsheets and one-off emails. Recovery depended on whoever had time that week.
What I built
A case-driven collections engine with staged outreach, self-serve payment links, direct charging, and a live dashboard for finance leadership.
The return
More than 1,600 open cases brought under one automated process, so uncollected balances come back on a schedule instead of when someone has time.

Retention and reactivation engine

Merchant platform
The situation
Churn showed up in the numbers a month after it happened, and the early-warning alerts were so noisy that account managers ignored them.
What I built
Nightly detection from real transaction behavior that routes at-risk accounts to their owner, plus automated reactivation for customers who had gone dormant.
The return
Nightly false alarms dropped from 166 to about 2, so account managers act on every alert and save accounts before they leave.

Compensation and performance intelligence

Sales organization
The situation
Commissions were calculated in spreadsheets from exported data, and reps had no view of their earnings until payday.
What I built
Automated commission calculation from source transactions, with live income and performance dashboards for every rep, manager, and executive.
The return
Found a 4.8% systematic overpayment caused by a bad data join, and gave every rep a live view of what they've earned.

AI operations layer

Company-wide
The situation
Every data question, report, and system change waited in line for a small operations team.
What I built
A set of AI agents with guarded access to the CRM, the data warehouse, and messaging. They answer questions, build reports, watch integrations for failures, and make approved changes with backups.
The return
Routine data pulls, reports, and CRM changes no longer queue behind the operations team, and every change is backed up before it runs.

Works with the stack you already have

I work inside the systems you've already invested in, and only recommend new tools when they clearly pay for themselves.

Tell me what's broken.

Send a few lines about your stack and where it's falling short. I'll reply within one business day with whether I can help, and what a first audit would uncover.

ross@stackflowsolutions.com