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ReFrameOfficial AI Partner

The platform behind a national accounting conference.

REFRAME 2026 brings accounting firm owners to Coral Gables, Florida, November 5–8. Since March, I have built and run the platform behind it with the ReFrame team: registration and payments, partner agreements, an event app for every role, admin tools with a Claude-powered assistant, and a delivery loop where AI agents write the code and a person approves every release.

See how it connects · Every tool, and its job

137API endpoints behind the platform
130+database migrations since April 1, 2026
870+GitHub issues and pull requests tracked
1sign-in for eight kinds of people

The system map

Eight kinds of people. Eleven connected services. One platform.

Scroll through the seven parts. The map lights up exactly who and what is involved in each one.

  1. 01 · The people

    Eight kinds of people. One sign-in.

    Attendees, Experience Partners (sponsors), speakers, Perspective Changers (the table facilitators), staff, organizers, collaborators and admins all use the same platform. Each signs in once and sees only the door that matches their role.

    • Attendees + companions
    • Experience Partners
    • Speakers
    • Perspective Changers
    • Staff
    • Organizers
    • Collaborators
    • Admins

  2. 02 · Register and pay

    Every dollar lands with a clear state.

    Attendees register and pay through Stripe, then manage everything from their own portal: add-ons, companion passes, ticket transfers to a colleague, receipts. Partners pay by card or ACH bank transfer, as a deposit or in full. Refunds are admin-only and recorded.

    • Stripe checkout, card + ACH
    • Supabase records
    • Resend receipts

  3. 03 · Partner agreements

    Apply, sign, pay, without a single PDF in an inbox.

    A partner applies, an admin reviews, and a single-use activation link opens their portal. The agreement is generated and signed inside the platform with its version and a content fingerprint recorded. The signed PDF and receipt arrive by email, and the dashboard takes over: team, logistics, brand assets, add-ons.

    • In-house e-sign
    • Private Supabase storage
    • Single-use links
    • Resend signed PDF

  4. 04 · Reframe Hub, the event app

    An event app nobody has to download from a store.

    Reframe Hub is an installable web app for every role: what is on now, the agenda and my agenda with reminders, the venue floor map, speaker profiles, push announcements, “Who’s here” with mutual opt-in, Share an aha, and REFRAME Wrapped. Badges and check-in stay with EventMobi, the tool the event already runs on.

    • Web Push with Reframe-owned keys
    • Scheduled updates on Vercel
    • Add to calendar
    • Dark mode + offline
    • Check-in handed to EventMobi

  5. 05 · Run the event

    The director gets answers before he asks.

    The admin dashboard leads with how the event is filling up and what needs action. Lens lets an admin see the platform exactly as any role does, read-only. Organizers get people and logistics with no financial data. A 7:30 AM daily brief, Excel exports, a communications center, and Reframe Intelligence, a Claude-powered assistant that is switched on only with approval.

    • Claude assistant
    • Asana project sync
    • Daily brief via Resend
    • Lens: view as any role

  6. 06 · Ship it safely

    AI agents write the code. A person approves every release.

    ReFrame posts feedback in Slack. It becomes a GitHub issue, because if it is not in an issue it does not exist. A Claude or Codex agent builds it on its own protected lane, automated checks run, and nothing reaches the live event until Antonio merges it and ReFrame tests it.

    • Slack intake
    • GitHub issues + checks
    • Human merge = deploy
    • Real-phone test cases

  7. 07 · One owned platform

    All of it, connected, and ReFrame owns it.

    Eight kinds of people and eleven connected services, running as one platform on ReFrame’s own domain. Every connection on this map is real and in use.

    • events.reframeaccounting.com
    • reframe2026.com → Hub

The stack

Every tool, and the job it does.

No tool is here to look impressive. Each one does one job, and where a tool the event already uses does the job well, the platform hands off instead of rebuilding it.

  • PaymentsStripeTickets, deposits, add-ons, companion passes, transfers, partner card + ACH, admin refunds
  • DataSupabasePostgres with row-level security, private storage for contracts, partner assets and speaker files
  • EmailResendConfirmations, receipts, signature requests, signed PDFs, invitations, campaigns, the daily brief
  • HostingVercel137 serverless endpoints and six scheduled jobs, from scheduled Hub updates to the 7:30 AM brief
  • Event appWeb Push + PWAInstallable app with push from Reframe-owned keys. No App Store, no Google Play
  • SignaturesIn-house e-signAgreements rendered as PDFs, single-use signer links, version and content fingerprint recorded
  • AIClaude (Anthropic)Reframe Intelligence and event insights for admins, enabled only with approval
  • ProjectsAsanaAdmin connection and project sync for the event team
  • Check-inEventMobiBadges and check-in stay in the tool the event already uses; the Hub hands off
  • LeadsLeapCapturePartner lead capture on the conference floor; the platform hands off to it
  • Calendar.ics + Google + OutlookAdd any session to your own calendar
  • QR codesGenerated in-housePerspective Changer LinkedIn codes and “open on your phone”
  • ExportsExcelCustomer exports for the event team
  • QualityGitHub ActionsBuild, type check, tests, lint, database security checks, migration replay, backups
  • IntakeSlackThe shared feedback channel. Every request becomes a GitHub issue
  • MeetingsFathom + WisprWeekly calls transcribed into the project record

Guardrails

Built for real money, real people and AI agents.

Agents never touch live data

AI agents write code on branches. They never write to the production database, and merging a migration does not apply it.

A merge is a deploy, so a person merges

Every release needs the owner’s approval. Database changes are applied separately, with approval, and logged.

Emails need a yes and a test

Campaigns need explicit approval, a test send, a pause option and a dry run. View-only admins cannot approve.

Signed means signed

Each partner signature records the agreement version and a content fingerprint, and real partners cannot be reset or deleted by accident.

Everyone sees only their part

Organizers never see money. Lens shows any role’s view without the power to change it.

New features wait for approval

The AI assistant and the hidden arcade games stay off until they are separately approved for the live event.

How it ships

AI does the typing. People make the calls.

It is the same discipline I bring to firm projects. Requests have one home, each piece of work has one owner, every change shows its evidence, and nothing goes live without a person saying yes.

How I set up AI agents for firms →

  1. SlackReFrame posts the request or the bug in the shared channel
  2. GitHub issueIt becomes an issue, with attachments archived
  3. Agent laneOne Claude or Codex agent owns the work on its own branch
  4. Checks + receiptsBuild, types, tests, lint, database security and screenshot evidence
  5. Antonio mergesA person approves. The merge deploys to the live platform
  6. ReFrame testsReal phones, real roles, then it counts as done

Timeline

From kickoff to the conference floor.

  1. Kickoff

    Strategy call March 20, build started March 23.

  2. Partner portal

    Sponsor registration, agreements and payments. First database migration April 1.

  3. Phase 2

    Event-app plan and the operations lane: admin insights and Reframe Intelligence.

  4. Web app, not app store

    Decision to ship an installable web app with push. No developer accounts needed.

  5. Reframe Hub

    One sign-in for every role, announcements and Web Push go live.

  6. REFRAME 2026

    Coral Gables, Florida. The platform runs the event.

In their words

What the ReFrame team said.

“He's worked with a few members already in the community and has done really good, good and very fast. You're basically building the Reframe piece for us. And so that's really helpful.”
Carlos M Garciasaid in a session
“Antonio, I'm loving this view for Admin > Partners.”
Carlos M Garciaon Slack
“Looking really great. Love the ideas”
Carlos M Garciaon Slack

Facts on this page come from the platform itself as of October 9, 2026. Attendee and partner names, prices and revenue are intentionally left out.

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Start with the $750 Review
Start with the $750 Review