AI-Powered Workflow Automation
Runs on your own machine, as often as you like — no subscription, no per-use fee.
How It Works
One click, and the whole run happens
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Excel exports
Any layout, any size
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Bank statements
PDF or CSV
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Your templates
Word and Excel
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your automation
One click runs it
Reads, matches, rebuilds
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Reconciled workbook
Tied out and formatted
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Client-ready PDFs
Named and filed
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Exceptions flagged
Nothing slips through
The Engagement
Getting there takes four steps
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Discovery Call
A free 20–30 minute call to find where the time actually goes.
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Scoped Proposal
A written scope and a fixed quote before any work starts. No hourly clock.
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Build & Review
Built and tested on templates or sanitized samples — no live files needed.
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Handoff & Training
The finished tool, a walkthrough, and docs. Yours to keep and run forever.
Frequently Asked Questions
Good to know before reaching out
Every project is scoped individually after a free consultation, and you'll always get a fixed quote in writing before any work starts — reach out for a custom quote based on what you need.
It depends on scope, but most single-workflow automations (a close workbook, a reconciliation tool, a mail-merge script) are delivered in 1-3 weeks after the proposal is approved.
Usually not directly — most projects are built and tested against sanitized sample or historical files, so you control exactly what's shared and when.
A confidentiality agreement can be signed before any files are shared, and your data is never reused, stored beyond project needs, or shared with anyone else.
Mainly Excel (formulas, VBA, Office Scripts), Word, and PDF generation, often glued together with Python or AI-assisted scripting when it's the better tool for the job. No new software for your team to learn unless you want one.
Yes — every project includes a short training walkthrough and a post-delivery support window, and ongoing support or future enhancements can be arranged after that.
Get In Touch
Let's talk about what's eating your team's time.
Tell me a bit about your process and I'll follow up to schedule a free consultation call — no obligation, no pressure.