Projects
Tools I have built, described by the problem they solve and the approach I took. Each one came out of work I was already doing rather than from looking for a use case.
These write-ups describe capability and approach only. They contain no employer financial data, customer or vendor names, internal procedures, or system configuration, and no results are claimed that have not been verified.
Built for the accounting work I am responsible for, in house.
An interactive close checklist where every task links to its SOP, so any team member can pick up an unfamiliar close task and complete it correctly.
Open live dashboard: Month-End Close Command CenterRead the case study: Month-End Close Command Center
Dashboards that track accounts payable, accounts receivable, and inventory KPIs so the team can see operational problems between closes rather than after them.
Open live dashboard: AI KPI Dashboards for AP, AR, and InventoryRead the case study: AI KPI Dashboards for AP, AR, and Inventory
Automation that handles the high volume, low judgment portion of bank reconciliations and routes anything ambiguous to a person for review.
Open live dashboard: Bank Reconciliation AutomationRead the case study: Bank Reconciliation Automation
Automation across the accounts payable cycle that speeds up routing and coding while leaving approval authority and segregation of duties intact.
Systems built for small and mid-sized businesses.
A voice receptionist and missed-call response system that answers, captures details, and follows up when a business cannot pick up the phone.
Tag triggered follow-up emails that make sure a conversation started at a networking event actually continues afterward.
A system for generating and tracking NDA, MSA, SOW, and IP agreements, with a dashboard for status across every engagement.
An architecture specification for a client portal covering document exchange, deliverable visibility, and role based access control. Not yet built.
Built for myself, usually to scratch a specific itch.
A daily briefing assembled from several sources and delivered through Telegram each morning.
If you are working out how to automate part of a finance process without losing the controls around it, I am happy to talk it through.