01
AI Integration Services
Embed AI into your existing workflows — Claude API, OpenAI, Gemini. Intelligent document parsing, auto-classification, decision logic, and natural-language interfaces for your data.
Learn More →Global Clients · 8+ Yrs Finance Automation
AI-Powered Workflow Automation.
Power Automate · Make.com · n8n · Streamlit · Python AI. End-to-end automation systems for finance & operations teams. We eliminate manual work — from raw extraction to live dashboards. Save 5–20 hours every week.
8+
Years in Finance
5–20h
Saved / Week
★ 5.0
Upwork · Verified
What We Build
10 Ways We Kill
Manual Work
We pick the right platform for your workflow — Power Automate, Make.com, n8n, Streamlit, Python, or low-code. No tool bias. Just results.
02
Power Automate
Microsoft-native automation that connects SharePoint, Teams, Outlook, Dynamics, and 500+ connectors. Approval flows, scheduled triggers, AI Builder integration, and full process orchestration.
Learn More →03
Make.com Automation
Visual scenario builder connecting 1,000+ apps. Zapier alternative with advanced data mapping, iterators, aggregators, and error handling — built for complex multi-step workflows at scale.
Learn More →04
n8n Workflows
Self-hosted or cloud n8n: 400+ app nodes, custom code blocks, webhook triggers, and branching logic. Own your automation stack. No per-task pricing. Unlimited runs.
Learn More →05
Streamlit Apps & Dashboards
Turn Python scripts into interactive web apps. Upload CSVs, run analyses, display live charts — deployed for your team in days. Ideal for internal tools, finance dashboards, and AI-powered UIs.
Learn More →06
Python & AI Automation
Custom Python scripts and AI pipelines: automated Excel/CSV processing, document AI, data classification, scheduled reports, REST API integrations, and Pandas ETL for large datasets.
Learn More →07
Reconciliation Automation
Automated bank statement vs ledger matching, multi-source reconciliation, exception flagging, and audit-ready outputs. Eliminate hours of manual cross-checking every month.
Learn More →08
PDF → Excel & Invoice AI
AI-powered data extraction from PDFs, scanned invoices, and bank statements. Parse tables, line items, totals, and vendor details directly into structured spreadsheets or databases.
Learn More →09
Custom AI Chatbot
Your branded ChatGPT — trained on your products, policies, FAQs, and tone. Handles customer questions 24/7, captures leads, books meetings. Deployed on your site in 2 weeks.
Learn More →10
Dashboards & Power BI
Executive-ready dashboards with KPI tracking, forecasting, trend analysis, and drilldowns. Power BI, Looker Studio, or Streamlit — auto-refreshed on a schedule.
Learn More →→
Not Sure Which Platform?
Describe your current workflow. We'll analyse it and recommend exactly what to automate and with which tool — Power Automate, Make, n8n, or Python. Free, no commitment.
Let's Talk →Who We Are
We Build Systems,
Not Just Automations
With 8+ years in financial services and reporting, we've worked where accuracy isn't optional and delays have real consequences. That shapes every system — clean, documented, designed to last.
Most businesses don't have a data problem. They have a time, accuracy, and process problem. We fix it by picking the right tool — Power Automate for Microsoft stacks, Make.com for visual multi-app flows, n8n for self-hosted control, Streamlit for Python-powered UIs — and building it right.
Platform-Agnostic
We pick the best tool for your workflow — no vendor bias.
Finance Domain
Deep experience with high-volume, accuracy-critical data.
End-to-End
Raw extraction → transformation → live dashboard. We own it all.
Post-Project Support
Clear docs, walkthroughs, and support after handover.
// Technical Proficiency
8+
Years building automation systems in financial services
Stack & Tools
The Full
Stack
Every tool chosen for reliability, scalability, and long-term maintainability. No tech debt.
Power Automate ↑
Make.com ↑
n8n ↑
Streamlit ↑
Claude API 🤖
OpenAI / GPT-4 🤖
LangChain 🤖
Python
Pandas · NumPy
Microsoft Excel
VBA
Office Scripts
Power Query
Power BI
Looker Studio
Google Sheets
REST APIs
QuickBooks API
DAX · M Language
PDF Parsing / OCR
Invoice AI
Reconciliation
Zapier Alternative
Webhook Automation
ETL Pipelines
SharePoint
Microsoft Teams
AI Builder
Portfolio
Sample Work &
Demo Projects
From Python pipelines to Power Automate flows, Streamlit dashboards, and AI integrations.
Finance Automation · Streamlit
Smart Expense Tracking System
Automated expense tracking with real-time logging, AI-powered categorization, split expense handling, and interactive Streamlit dashboard for live financial insights.
Real-time finance insights View Project →Make.com · n8n
Multi-App Workflow Automation
Make.com scenario connecting CRM → Slack → Google Sheets → Email with custom branching logic and error handling for a finance team.
Zero manual handoffsPower Automate · Power BI
Automated Monthly P&L System
Replaced a 2-day manual consolidation with a Power Automate + Power Query pipeline generating the final P&L in under 5 minutes.
16 hours saved / monthAI Integration · Claude API
Invoice AI Extraction Pipeline
Claude API + Python pipeline extracting vendor name, line items, totals, and tax from unstructured PDFs into a clean Excel/database output.
95% accuracy, zero manual entryPower Automate
Email → Dashboard Pipeline
Automated inbox monitoring: extract attachments, process Excel, update Power BI data model, push refreshed dashboard to stakeholders.
Fully hands-off reportingStreamlit · Python
Reconciliation App
Streamlit app that lets finance teams upload two CSVs and instantly see matched vs unmatched rows, with exception reports and one-click Excel export.
4 hours saved / reconciliationPython · API Integration
QuickBooks → Excel Live Feed
Live QuickBooks API to Excel integration via Python — pull current transactions, invoices, and P&L into existing templates on demand or on schedule.
Live financial data in ExcelHow It Works
Workflow to Automation
in Four Steps
Discovery Call
You describe your workflow. We ask questions to understand pain points, data sources, current tools, and the ideal automated end state.
Platform Selection
We recommend the right platform — Power Automate, Make, n8n, Streamlit, Python — based on your stack, budget, and scale requirements.
Build & Test
Clean, documented automation built and tested rigorously against real data scenarios. You see it working before handover.
Handover & Support
Full walkthrough, clear documentation, and post-delivery support so your team runs the system with confidence.
Client Reviews
What Clients Say After Delivery
Real reviews from real projects — verified on Upwork.
Was great to work with; patient & proficient! Will be using him again!
Perfect score on Excel spreadsheet project. Clean, fast, and exactly what was needed.
Solid delivery on a complex Excel formula error fix and financial model enhancement.
Packages
Transparent
Project Pricing
All packages include a free 30-min discovery call. Not satisfied? Full refund — no questions.
Starter
$499 / project
Single automation or dashboard
- Power Automate or n8n flow
- Make.com scenario build
- Excel / Google Sheets automation
- 1 revision round included
- Clear documentation
- 1-week delivery
Most Popular
Professional
$999 / project
Multi-tool workflow with full pipeline
- End-to-end automation system
- Python + Make/n8n/Power Automate
- Streamlit or Power BI dashboard
- AI integration (Claude / OpenAI)
- Full docs & walkthrough session
- 2 rounds + 2-week post support
Enterprise
Custom
Complex multi-system transformation
- Full business process redesign
- AI + multi-platform ecosystem
- Streamlit or Power BI build
- Team training & documentation
- Ongoing retainer available
- Custom SLA & support terms
100% Satisfaction Guarantee
Not happy with the result? Full refund — no questions, no conditions. Every project is backed by this promise.
FAQ
Common
Questions
Everything you need to know before we start working together.
What automation platforms do you work with?
We work with Power Automate, Make.com, n8n, Streamlit, Python, Zapier, and Excel/Google Sheets — recommending the best fit for your stack, budget, and workflow complexity. No tool bias.
How much time will automation save me?
Typical clients save 5–20 hours per week. Most manual reporting workflows can be reduced by 80–95% — sometimes eliminated entirely.
Do I need to know Python or coding?
Not at all. Everything comes with clear documentation and a live walkthrough. Your team just runs the system — no technical knowledge required.
My data is messy and spread across many tools — can you help?
That's exactly what we specialise in. Cleaning, consolidating, and automating across multiple files, platforms, and formats is a core part of every project.
How long does a typical project take?
Simple automations: 3–7 days. Full end-to-end systems with dashboards or AI: 2–4 weeks. You'll get a clear timeline after the discovery call.
Do you offer support after the project?
Yes. All projects include post-delivery support, and ongoing retainer arrangements are available for continuous work or system maintenance.
Also Building · Now in Beta
Purely Finance — Personal Finance App
A separate product for individuals: log expenses by WhatsApp, discover your money personality, and track which purchases you actually regret. Built on the same automation philosophy.
WhatsApp Expense Logger
Send "500rs food" — AI parses amount, category, and type automatically.
Money Personality
Your actual transaction patterns mapped to your financial archetype.
Regret Tracker
Large purchases auto-queue for a 7-day check-in. Build a regret heatmap.
Get in Touch
Let's Fix Your
Manual Workflow
Describe your current workflow — or message us on WhatsApp. We'll review it and tell you exactly what to automate and how, with a rough timeline and cost. No commitment, no pitch.