I connect business tools and financial processes with n8n—turning scattered information and repetitive tasks into structured workflows.
Explore the process, the business rules, and the evidence behind the workflow.
Finance operations
Collect expenses, flag possible duplicates and amount exceptions, and keep reviewers informed.
n8n · Google Sheets · Gmail
Tested portfolio demonstration
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Sales operations
Turn incoming inquiries into scored requests, recognize returning contacts, and alert sales when attention is needed.
n8n Forms · Google Sheets · Gmail
Tested portfolio demonstration
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Client operations
Set up a shared project folder, record client details, and send welcome instructions from one internal form.
n8n · Google Drive · Google Sheets · Gmail
Tested portfolio implementation
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Ecommerce operations
Check stock thresholds, account for incoming orders, and send replenishment alerts with repeat-alert checks.
n8n · Google Sheets · Gmail
Tested prototype · Shopify integration planned
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Financial reporting and analysis inform how I approach automation: preserve the data, make the rules explicit, and give people the information they need to act.
Explore my finance expertise ↗Income statements, balance sheets, cash-flow statements, and changes in equity.
Profitability, cash movement, budgeting, discounted cash flows, and NPV.
Structured records, validation, spreadsheet reporting, and reviewer handoffs.
Choose the level that fits your process. We’ll agree on the integrations, deliverables, and final scope before work begins.
Connect a defined business process, automate repetitive steps, and keep records moving between your tools.
Connect more involved operations with financial data, review rules, and exception handling across systems.
For processes that need a closer look before their integrations and delivery plan can be defined.
Starting prices are in USD. Final pricing depends on scope, integrations, complexity, and deliverables. Third-party subscriptions, API usage, hosting, and ongoing support are quoted separately where needed. Accounting integrations are subject to access and feasibility.
Bring the spreadsheet, the repetitive task, or the process that keeps getting stuck. We’ll find a practical place to start.
What would you like
to take off your plate?
