

The challenge. Encore's numbers lived in too many places: pipeline and occupancy in HubSpot, finance in Xero, and the rest in spreadsheets updated by hand. Simple questions like how much cash is in the bank or who is overdue took two to three hours to answer.
What we did. We interviewed the team with Scout, our AI interviewer, and ran deep dives with each exec. We moved Encore onto Claude for Teams, built custom MCP servers for Google Workspace and Xero, connected HubSpot, and built live KPI dashboards with a validation step so the numbers can be trusted. Then we trained the exec team.
The results. The board pack went from five days to one. Cash and overdue questions went from two to three hours to five minutes. Time spent pulling and matching reports dropped from eight to ten hours a week to one. Weekly Claude users went from two to eight, with fifteen more joining.
What's next. Automating board pack assembly, expenditure reconciliation and overdue accounts, then agents that work across teams.
