Invoice / AP intake
Inbox to posted bill, with exceptions in Slack instead of a shared mailbox. Typical when AP volume outgrew the intern-and-spreadsheet model.
- Extract, validate, post
- Vendor and PO checks
- Human in the loop on exceptions
How I work
I own the process, not a platform
You hire me to take one painful finance workflow live and keep it running. The first one typically ships in four weeks. After that, a retainer: I watch it when it breaks and we add the next process. Engagements typically start around $2,400.
Month-end close
Checklist, reconciliations, and status in one place so close is a system, not a war room. Typical when close still takes two calendar weeks.
- Orchestrated close tasks
- Recon packs on a schedule
- Coverage through first close
Variance and cash
Monday packs from GL + budget, or a 13-week cash view that updates itself. Typical when FP&A still rebuilds the same workbook every cycle.
- Budget vs actuals packs
- Material variance commentary
- Daily cash brief
What you are buying
Not a one-off workflow gig. Those race to the bottom. I stay on the system — failures, credentials, the next process — so it survives the first close and the one after that.
I usually build on n8n. KNIME when the work is a reporting pipeline. A small on-prem agent when ledgers cannot leave the LAN. The skill is the APIs your team already lives in. The canvas is just the current interface.
Request a scoped proposal- Discovery on the process you actually run
- Production build on your data
- Pilot, training, and go-live
- Dedicated Slack channel
- 2-hour response commitment
- Coverage through first close
- Monthly retainer to run and extend
- ROI metrics defined in writing
When I am not the right fit
I will tell you. Fighting the simpler tool is a waste of both of our time.
Five simple Zaps
Zapier or Make is enough. I will say so.
Microsoft 365 shop
Procurement already paid for Power Automate. Use it.
Enterprise iPaaS bake-off
Workato, Boomi, Tray — longer sales cycle, different buyer. Not my first niche.
Start with the process
Describe the workflow. I will tell you what is automatable, what is not, and whether a retainer makes sense.
Get in touch