AI & automation for finance
Close the books without the manual grind
Invoicing, reconciliation, expense processing, reporting and approvals - automated with the accuracy and audit trail finance demands, and AI that reads documents so your team doesn't have to.
Where I help
Automation for finance
Invoicing & reconciliation
Automate invoice generation, matching and reconciliation to kill the month-end scramble.
Document & expense processing
AI extracts data from invoices, receipts and statements, reviewed by a human where it matters.
Learn moreReporting & approvals
Financial reports and approval workflows that run on schedule, every time.
Learn moreSystem integration
Connect your accounting, banking and CRM so the numbers reconcile everywhere.
Learn moreProblems I solve
Where finance teams lose time
Finance is full of repetitive, rules-based work - exactly what automation is best at - yet much of it is still done by hand in spreadsheets. Invoicing, reconciliation, expenses and reporting all eat time and invite errors. Here's what changes.
The problem
Month-end reconciliation is a manual scramble across systems.
How I solve it
Automated matching reconciles transactions across accounts and flags exceptions, turning days of work into a quick review.
The problem
Someone re-keys data from invoices, receipts and statements.
How I solve it
AI extracts the data and enters it, with a human approving - faster, more accurate and fully logged.
The problem
Reports and approvals depend on manual chasing.
How I solve it
Reports generate on schedule and approval workflows route themselves, so nothing waits on a reminder.
The problem
Accounting, banking and CRM don't agree with each other.
How I solve it
Integrations keep them in sync with a single source of truth, so the numbers reconcile everywhere.
Strategy plus the build
I don't just advise - I ship it
Bring a real problem in your team and I'll tell you honestly what's worth automating, then build and integrate it into the tools you already use.
Frequently asked questions
Yes - everything is built with validation, safe failure and a full audit trail, so you always know what happened and can prove it.
The common accounting and banking platforms, integrated with the rest of your stack.
Yes - AI extracts the data with a human approving the results, removing hours of manual entry.
Yes - approval workflows can route requests to the right people automatically and record the decision.
I build it. Strategy and execution come from one person, so you get a working system handed over documented - not a report.
Yes - I build around your existing tools wherever possible rather than forcing a replacement.
No preferred vendor. I recommend and build with whatever gets the outcome, and I'll say when you need less software, not more.
A first call, then a short assessment for larger work. I quote per project up front, and you own everything I build with no lock-in.