Automated Receipt Processing

Accounting

Nobody gets into accounting to spend four hours a week squinting at photos of crumpled receipts and typing numbers into a spreadsheet. But that’s exactly where the time was going.

The fix was straightforward: build a pipeline that does the reading and the data entry automatically, and hands the accountant a clean draft to review and approve. One click.

The automation pulls data from receipt images, extracts the relevant information, and pre-populates a draft — ready for approval without any manual entry. The accountant stays in control of the final call, but the grunt work is gone.

Result: Receipt processing time dropped from approximately 4 hours per week to under 30 minutes.

If you have a process that feels like it exists just to eat your time, that’s exactly what automation is for.

Sales Funnel Dashboard

No New Software Required

This client needed visibility into their sales funnel but didn’t want to onboard yet another platform. The solution? Build the system around the tools they already use. By connecting their existing to-do list app to a Google Sheet via automation, every time a stage in their pipeline gets checked off, the data is captured and flagged automatically — no manual entry, no new logins, no learning curve.

The result is a live Looker Studio dashboard that tracks individual tutor performance, client retention, and pipeline stage at a glance. The calculations are built to scale with the data, so every filter and view a user adjusts stays accurate in real time.

This project is a good example of what I bring to every engagement: practical solutions that meet clients where they are. The best automation doesn’t ask your team to change how they work — it quietly makes what they already do more powerful. If you have a process that feels manual, messy, or just harder than it needs to be, that’s exactly the kind of problem I love to solve.

An Example Dashboard

This dashboard demonstrates how key business metrics can be visualized and analyzed in real time — even from a small (fake) dataset.

We can integrate with your ad analytics and accounting systems to provide live data that’s easily filtered and explored. Access can be restricted to key team members, keeping sensitive information secure.

The charts shown are examples, highlighting different display options and visualization styles. Full functionality will be applied to your actual data.

A Simple Automation Flow

This automation streamlines new client onboarding by integrating Google Form responses across multiple tools.

Every time a new response is submitted, the system:

• Pulls data from the form fields
• Duplicates and updates a client onboarding task with the relevant info (name, contact, etc.)
• Creates the contact in HubSpot, a free CRM
• Sends an email notifying the team of the new task and key details

The result? Manual data entry is eliminated, errors are avoided, every step happens consistently, quickly, and your team is informed in real time.

What repetitive tasks would you like to automate in your business?