The Engine: Process Optimization & AI Automation

Fix the plumbing, then wire it for infinite scale.

The biggest lie in enterprise finance is that you need to hire more people to handle more work. The truth is, your margins are currently trapped inside broken spreadsheets and redundant manual approvals.

I help you decouple your headcount from your revenue growth. First, I rewire your human workflows to eliminate friction in your Quote-to-Cash process. Then, I deploy embedded AI systems (using tools like Claude, Salesforce, and Stripe) to execute your heaviest data lifts autonomously. Stop working in your finance department, and start programming it.

Core Capabilities​

• Month-End Close Compression: I audit your close cycle and eliminate the wait-states, routinely collapsing a 10-day close down to 4 days or less using optimized ERP workflows and AI automation.
• Cross-Functional System Design: Finance does not operate in a vacuum. I align your Sales, Ops, and RevOps data to ensure clean numbers flow directly from Salesforce into your general ledger.
• Automated Contract Parsing & AP: Eliminate manual data entry. I build AI workflows that extract billing terms from massive enterprise contracts and code vendor invoices the second they hit your inbox.
• Exception-Only Reconciliations: You are likely using only 20% of your ERP's capability. I optimize NetSuite, Oracle, or SAP to cross-reference data automatically, routing only the anomalies to your team for human review.