Automating Finance,
One Workflow at a Time
I help financial and accounting firms eliminate manual work using AI and no-code tools — from end-to-end system design to full deployment.
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About Me
I don't just build automations. I architect systems.
With a foundation in Data Engineering, I transitioned into the no-code world to do what matters most — solve real business problems without the overhead of traditional software development.
Over the past 2 years, I've specialized in building end-to-end automation systems for financial and accounting firms. I don't just connect tools together — I plan the full architecture, from data model design to workflow logic to client-facing interfaces.
Think of me as a Business Solution Architect — I map your operations, identify the bottlenecks, and build systems that eliminate manual work at scale.
What I Do
Services Built for Finance & Accounting
Every system is designed from end to end — no half-built workflows, no generic templates.
Automated Bookkeeping Workflows
Eliminate manual data entry by syncing transactions, categorizing expenses, and reconciling accounts automatically — all in real time.
AI-Powered Invoice Processing
Automate invoice creation, approval flows, and QuickBooks sync. Cut invoice turnaround from days to hours.
Client Onboarding Automation
Build fully automated onboarding pipelines that handle intake forms, document collection, system setup, and welcome sequences.
Reporting Dashboards
Turn raw financial data into real-time dashboards your clients can access anytime — no more manual spreadsheets or PDF exports.
Lead Generation Automation
Build AI-powered lead qualification and nurture pipelines that research, score, and route prospects automatically — at scale.
Have a custom workflow in mind?
Let's TalkCase Studies
Real Systems. Real Results.
Deep dives into automation systems I designed and built — from problem discovery to full deployment.
WIP Report Automation System
Fiscally (Fractional CFO Firm)
Eliminated 300+ hours/month of manual WIP reporting for a fractional CFO firm serving 100+ creative agency clients.
Automated Lead Capture & Qualification System
Growlancer
Went from 20 hours/week of manual lead research to processing 5,000–10,000 leads per list automatically.
Automated Accounting & Shop Performance System
Modsera Watches
Replaced 2–3 hours of daily manual reporting with a fully automated pipeline delivering a performance report to the owner's inbox every night.
Projects
Built to Solve Real Problems
11 projects across financial automation, AI, e-commerce, and more.
WIP Report Automation
Fractional CFO Firm
Real-time WIP reporting system replacing 100+ manual Google Sheets with a centralized Airtable hub and client self-service portal.
Lead Qualification Pipeline
LinkedIn Marketing Agency
AI-powered lead research and qualification system processing up to 10,000 leads per list with concurrent campaign support.
Daily P&L Automation
E-commerce Watch Brand
6-stage automated accounting pipeline integrating Shopify, Meta Ads, Snapchat Ads, and AI transaction categorization.
Multi-Client Ticketing System
Agency Owners
Centralized request and issue tracking system for agencies managing multiple clients — with automated routing, status updates, and client-facing portals.
AI Chatbot Suite
Various Clients
Multi-purpose chatbots handling customer support, sales inquiries, FAQs, and order status updates — trained on client-specific knowledge and integrated with live data.
Internal Knowledge Base
Agency (Internal)
Structured internal knowledge base for agencies — centralizing SOPs, client information, and team resources into a searchable, AI-queryable system.
Shopify Order Tracking Automation
E-commerce Stores
End-to-end order tracking system that auto-syncs Shopify fulfillment data and sends real-time status notifications to customers via email and SMS.
AI Product Image Generator
E-commerce Brands
Automated pipeline that generates on-brand product images using AI — eliminating expensive photoshoots for new SKUs and promotional campaigns.
E-commerce Content Generator
Online Stores
Automated content pipeline producing product descriptions, ad copy, and social media posts tailored to each product's attributes and brand voice.
Multi-Channel Outreach Automation
B2B Sales Teams
Cold outreach and follow-up sequences running across LinkedIn, email, and SMS (Twilio) — with AI personalization, reply detection, and automatic pipeline updates.
AI Voice Applicant Interviewer
Caregiver Staffing Agency
Automated voice screening system that conducts initial interviews with caregiver applicants — asking structured questions, transcribing responses, and scoring candidates before human review.
Testimonials
What Clients Say
Get in Touch
Ready to Automate
Your Operations?
Let's talk about how automation can eliminate your firm's biggest operational bottlenecks. Book a free discovery call and I'll map out exactly what's possible.
30-min discovery call
Free, no-commitment conversation about your operations
Fast turnaround
Most systems designed and deployed within weeks
End-to-end ownership
I plan, build, and deploy — you just approve
Book a Discovery Call
Free 30-minute call. Tell me what's slowing your firm down and I'll show you what's possible with automation.
Schedule Your CallNo spam. No pressure. Just a conversation.