Cash Flow and Forecasting Co-Pilot
- Automated cash flow updates from exports and bank data
- Clear reports that explain what changed and why
- Keeps leadership informed without spreadsheet wrangling
AI-powered finance automation
AI-Powered Finance Automation for Small Businesses
I blend accounting and finance experience with custom software and AI to automate cash flow, AP/AR, and close tasks so you spend less time in spreadsheets and more time running the company.
Free 30 Minute Automation Audit
Find 1–3 high-value workflows to automate
We walk through how you handle cash flow, AP/AR, and month-end reporting, then outline practical options that fit your systems and comfort level. No obligation, no hard sell.
- Walk current cash flow, AP/AR, and reporting steps
- Identify repetitive tasks that are strong automation candidates
- Leave with options tailored to your stack and risk tolerance
After the call you get a short summary and suggested path forward— keep it and implement yourself or ask me to build it with you.
Services
Custom Finance Automation Package
Three building blocks mixed and matched to fit your environment, with measurable wins: hours saved, errors reduced, and clearer visibility.
AP and AR Invoice Automation
- Turn invoices and statements into clean Excel or CSV imports
- Reduce manual data entry and exception chasing
- Approvals and hand-offs that fit your controls
Month-End Close Automation
- Streamlined exports, checks, and recurring reports
- Summaries that highlight key changes and red flags
- Fewer surprises at close with clearer audit trails
How I Work With Your Environment
Built to fit your tools and IT guardrails
Every business has different tools and constraints. I design solutions that respect your stack and security posture so teams can adopt them without friction.
- Work entirely inside tools you already have, like Excel, Power Query, and ERP exports
- Use simple uploads or a browser portal when installs aren't possible
- Apply AI only where it adds clear value, with data kept inside your environment or anonymized
About
Finance, software, and AI under one roof
I hold an MS Finance, MBA, and BS in Computer Engineering, with time spent in accounting/finance roles and building custom tools. I bridge the gap between controllers and engineers by translating messy AP/AR, reporting, and ERP needs into automation that respects controls and delivers reliable data.
- Accounting process design (AP/AR, close, reconciliations)
- Data pipelines, dashboards, and report automation
- AI-assisted document handling and workflow orchestration
Ready to explore?
Ready to explore automation for your finance team?
Let's find one to three concrete opportunities to save time and reduce manual work in your finance and operations.
Contact
Send the process you want to stop doing manually.
Tell me about an accounting process you'd like to stop doing manually.