SERVICES

Five ways I take work off your team's plate.

Every engagement starts with an audit and ends with a system your team owns. Pick where it hurts most.

01

Process automation

Document-heavy, rules-based workflows — invoice intake, order processing, onboarding — rebuilt as monitored automations that handle the routine and flag the exceptions.

OCRERP syncexception routing
02

Finance & close automation

Reconciliations, three-way match, accruals, and close checklists — automated with full audit trails, so month-end stops being a scramble.

reconciliationaudit trail
03

AI copilots & assistants

Internal assistants grounded in your own policies, contracts, and data — so staff get answers and drafts in seconds instead of digging through drives.

RAGprivate data
04

Data pipelines & reporting

Automated pulls, cleaning, and summaries that turn scattered systems into the one dashboard leadership actually opens.

ETLdashboards
05

Fractional AI leadership

Ongoing strategy and hands-on delivery — roadmap, vendor calls, and governance — for teams that want momentum without a full-time hire.

retainergovernance

Not sure which fits? Start with the audit.

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