AI-driven automation that reduces overhead, generates leads, and drives revenue. We dig into the processes holding your business back and optimize them. Business strategy first. Technology second.
Data entry, report generation, approvals, reconciliation. If your team is doing it manually and it follows a pattern, we automate it and give you the hours back.
Automated outreach, lead scoring, follow-up sequences, CRM workflows. We build the pipeline that works while you sleep and makes sure nothing falls through the cracks.
Custom AI agents, document processing, intelligent routing, content generation. We measure every project in financial returns, not technical complexity. If it doesn't move the needle on your P&L, we don't build it.
CFA Charterholder with 15+ years across strategic finance, investments, and operations. I spent the first half of my career dissecting businesses from the outside as an investor both at a hedge fund and family office. I then moved into the corporate world, leading finance strategy and operations at a major technology company.
That background is what makes this different. I don't start with the technology. I start with the process, the cost, and the outcome. Then I build the automation that fixes it. In my last corporate position, I led the AI transformation of finance operations, cutting inquiry volume by 20% and eliminating 10+ hours of manual reporting every week.
Most automation consultants come from a technical background. I come from the business side. I've also built and shipped AI agents, automation architectures, and production workflows across industries. I have the technical depth to build what I recommend. But the question I start with is never "what can we automate?" It's "what's the most expensive problem we can solve first?"
If you're running a business and wondering whether AI automation could save you time or money, the answer is almost certainly yes.