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Finance AI & Automation

Close Faster.
Report Smarter. Automate the Rest.

AI-powered workflow design and tool implementation for accounting and finance teams — built to reduce manual work without adding risk.

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Ideal For

Who This Is Built For

  • Finance and accounting teams spending too much time on manual close tasks
  • Controllers looking to cut reconciliation and reporting time
  • Companies implementing or optimizing tools like Claude, ChatGPT, Alteryx, DataSnipper, or Excel
  • Organizations wanting AI in their workflow but unsure where to start or what’s actually worth automating
What’s Included

Services & Deliverables

  • Current-state process assessment — mapping where time is being lost
  • Workflow redesign and automation build (Claude, ChatGPT, Alteryx, Power Query, Excel Office Script, DataSnipper, and others)
  • Training and handoff so your team can maintain what we build
  • Ongoing optimization support — the workflow doesn’t die when the engagement ends
Why It Works

Senior-Led. Every Engagement.

The tools to automate your finance function exist. Most teams just don’t have the time or technical depth to implement them well. Alyssa brings deep expertise in Claude and ChatGPT specifically, with a tool-agnostic approach — we work in whatever fits your workflow. Every build includes a training and handoff so your team owns it.

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Providing Advisory services only — not legal, tax, audit, or attest opinions.

In the Wild

What an AI Build Actually Looks Like.

Automation projects don’t have to be enterprise-scale to be meaningful. The same workflow design principles that reduce close time for a finance team apply anywhere there’s a manual, repetitive process creating unnecessary admin burden.

Live Build — In Progress

Foster Matching App — Local Animal Shelter

Building an AI-powered intake and foster matching application for a Tampa-area animal shelter. The app automates the matching process between incoming animals and approved foster families — replacing a manual, spreadsheet-driven workflow that consumed significant staff time on every intake.

→Automated intake-to-match workflow
→Reduces admin burden on shelter staff
→Built with OpenAI — currently in refinement
The Process

How It Works

A straightforward engagement model designed to get you up and running quickly and deliver consistent results.

1
Assess

Map your current processes to identify manual bottlenecks and inefficiencies — close, reporting, one-off projects, and everything in between.

2
Design

Build a workflow and tool plan tailored to your team, your systems, and your risk tolerance. No over-engineering.

3
Build

Implement automations, integrations, and templates your team will actually use. We test rigorously before handoff.

4
Train & Hand Off

Transfer knowledge so your team owns the output. No dependency on us to run it going forward.

Get Started

Ready to talk through what you need?

Book a 30-minute call and let’s figure out the right starting point for your business.

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Providing Advisory services only — not legal, tax, audit, or attest opinions.