I use AI and automation to replace manual forecasting, reporting, finance and accounting work with tools that produce the answer and tell your team what to do with it. Your team stops assembling numbers and starts acting on them.
every cycle, by people who should be planning, not copying.
because they arrive late and don't say what to do next.
under-penetrated accounts and whitespace stay hidden until year-end.
commissions, month-end, CRM and reporting held together by spreadsheets.
Planners pull actuals, rebuild the model, chase submissions and reconcile versions every cycle.
The app builds the baseline. People review exceptions and own the risks and opportunities.
Typical effect: planning time moves from building numbers to deciding on them.
Inside a 30-person planning and sales operations organization supporting hundreds of sales reps at a global, multibillion-dollar company.
We map where planning and reporting hours go. You leave with a cost number and the one or two workflows worth automating first.
I build on the data and systems you already have, with your team in the room so nothing is a black box.
You own the tools, the logic and the documentation. They keep running without me.
No. I build on the data you already have, from your ERP, CRM, accounting software, BI tools or spreadsheets, and deliver tools your team can run.
It removes repetitive work. You decide whether freed capacity goes to selling, analysis or growth, or reduces overhead.
The first audit is free. After that, each project is scoped to the savings we find, with a fixed fee agreed up front.
Most first tools are in use within weeks, and time savings show up from the first cycle they run.
You do: the tools, the logic and the documentation.
I work under a confidentiality agreement, use only what the work needs, and return or delete data when we're done.
A free 30-minute audit with me. Bring one workflow; leave with a cost number and a plan.
