Finance & insurance automation

Written up in full

Named clients, numbers pulled from the live systems they run on.

Small-Business Lending (MCA)Custom AI Integration

Forward Funding Canada: $830,250/year unlocked from AI underwriting

$830,250

Realistic Annual Benefit

Read case study

Commodity TradingCustom AI Integration

Lyft Commodity: $665K annual benefit by automating manual data entry

$665K

Total Annual Benefit

Read case study

AccountingCustom AI Integration

700+ receipts/month extracted at $4-9 total cost

$4-9

Total Monthly Cost

Read case study

Also shipped here

Shorter engagements, described by category rather than by name. Client names are withheld by default; the ones above agreed to be named.

• Cfo outreach

  Manual LinkedIn posts and chasing leads down to automatic posts, scheduled calls and automated touchpoints.

  Cold email outreach / outbound · Lead generation & list building

• Crm onboarding automation

  Manual copy/paste, inbox triage and file wrangling down to automated handoffs and routed records.

  General workflow automation (Make / Zapier / n8n)

• Rebuilt the Revver sync so full email threads show up right inside HubSpot and Pipedrive.

  CRM setup & integration (GHL / HubSpot / Pipedrive / Revver) · Document & PDF extraction / parsing

• Built an FX trade reader that turns provider PDFs and screenshots into clean structured data.

  Document & PDF extraction / parsing

• Mortgage prequal

  Sending emails + attachments for manual review submit to one email and get the analysis automatically.

  Document & PDF extraction / parsing · General workflow automation (Make / Zapier / n8n)

• Personal newsletter

  Manual per-recipient steps turned into a single streamlined send process.

  Newsletter automation