Services & Deliverables
AI assistants for finance and accounting SMBs. Fixed pricing, full code ownership, no vendor lock-in.
All projects scoped individually. Pricing agreed upfront after discovery call.
What I Build
Four categories of AI assistants for finance and accounting teams.
Workflow Copilots
Guide finance teams through approvals, month-end close, and multi-step processes with built-in authorization rules and intelligent routing.
Audit & Compliance
ISA, PCAOB, SOX trained. Built with audit background.
Document Assistants
Q&A over standards and policies with RAG citations.
Internal AI Tools
Chatbots connected to your accounting systems. Query financial data and generate reports via natural language.
Example Use Cases
Real scenarios where these systems help finance teams.
Invoice Approval Routing
AI routes based on thresholds and budgets
ISA/PCAOB Lookup
Questions answered with standard citations
Month-End Close
Guided task sequence with dependencies
Trial Balance Q&A
Natural language queries on data
IFRS/GAAP Standards
Search with page-level citations
Client Portal
Self-service Q&A for your clients
How Engagements Work
Fixed pricing agreed upfront. No hourly surprises. You own everything delivered.
Discovery Call
30-minute call to understand your challenge and what success looks like.
Written Proposal
Detailed scope, milestones, timeline, and fixed price.
Build & Demo
1-2 week sprints with demos. GitHub access throughout.
Deploy & Handover
Your cloud. Full docs and training session included.
Ready to discuss your project?
Describe your workflow challenge. I'll respond with initial thoughts on fit and approach. No obligation.
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