Enterprise solutions are too bloated. Small business tools are too weak. I engineer automation specifically for companies outgrowing their spreadsheets.
If this sounds like you, the ROI will be massive.
$2M - $200M
Annual Revenue
You have real cash flow, but you don't have a $5M IT budget to blow on enterprise SaaS deployments.
10 - 200
Employees
Your finance team is wearing too many hats, acting as data-entry clerks instead of strategic analysts.
Excel + ERP
Current Stack
You're running QuickBooks, NetSuite, or Sage, but using fragile Excel files to patch the holes between systems.
I don't need to learn your business model. I've already automated it.
High volume of fragmented vendor invoices, complex job costing, and manual technician dispatch reconciliation.
Reconciling fragmented insurance payouts across multiple clinic locations with heavy paper trails.
Complex route profitability tracking and heavily fragmented municipal billing systems.
Legacy system data extraction, commission reconciliation, and strict compliance reporting.
Extracting rent escalations from 100-page leases and managing high-volume AP for maintenance across portfolios.
PO-to-invoice matching nightmares, complex inventory valuation, and supply chain cost volatility.
Time-tracking reconciliation, realization rate calculations, and complex project-based billing.
"One engagement. Your entire portfolio."
Stop hiring separate consultants for every PortCo. I build a standardized, shared-service automation center that plugs into all your portfolio companies simultaneously.
We pool the AP spend across your portfolio. I capture the consolidated early-payment discounts and eliminate the duplicate finance headcount across entities. We share the massive upside.
Discuss a Portfolio EngagementLet's hop on a 15-minute call. If I can't automate your processes, I'll tell you immediately. No hard sell.
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