Annette remembers many days being tethered to the office printing checks, stuffing envelopes, and spending valuable hours on tedious tasks that had no business being on a partner's plate. But these processes were temporary growing pains as she worked to set up her company the right way from the get-go — with an all-in-one software system.
"Before we even launched and opened our doors, we knew we wanted to have a system established: an all-in-one platform that could handle every function we needed," Annette says.
"We didn't want to have to go into multiple software systems to perform functions. We wanted it all in one spot."
A 30-year industry veteran who had spent her career in the management trenches, Annette had seen enough to know what not to do. A patchwork of software solutions was often the path of least resistance, but she knew better than most that deferred costs have a way of catching up. The principle also applied to her own operations.
"We did start with CINC," she explains. "We knew we wanted that software platform to be our foundation."
Annette also knew how to recognize a genuine sea change when it arrived. AI automation had evolved from shiny object to operational backbone across almost every industry, and the most forward-thinking firms were building on it. For a boutique company where every hour counts and client relationships are everything, cheaper solutions would cost CopperDoor in the long run.
As the manual AP grind ate up valuable time, the team turned to Payables+, part of CINC's AI-native platform, Cephai. It became a compelling proof of concept that changed how they thought about building the business.
Today, CopperDoor is expanding into a new market: Chicago. But for Annette, growth has never been the goal in itself. CopperDoor was built to be boutique, and she intends to keep it that way.
"We don't want to scale too large to lose the custom part of our brand," she explains. "That personal responsibility and more customized interactions with our clients and homeowners."
Sophisticated, CAM-built automation like Payables+ and Cephai’s Invoice-to-Pay Skill make that vision possible. New team members aren't hired to push paper. While Cephai increasingly handles the busywork, they can focus on managing communities, building relationships, and delivering the personalized, white-glove service that will always be a non-negotiable at CopperDoor.
"Anytime we can partner with CINC for anything, we're happy to do it. We're excited to be able to try all the new tools and all the different features that are coming online."