Reporting and Process Automation

Turn manual, spreadsheet-based reporting into dashboards and processes that update themselves.

If your team spends hours every month rebuilding the same reports by hand, or nobody outside of one person really understands how your financial data fits together, that's exactly the kind of work I do. I build self-service reporting tools, document how your financial data is structured, and bring in AI-assisted processes where they genuinely save time.

What's included

• Self-service Power BI or Tableau dashboards your team can update and adapt themselves
• Converting manual, spreadsheet-based reconciliation and reporting into automated, scheduled reports
• Documentation of your financial data (chart of accounts, cost centers, source systems) so it makes sense to more than one person
• Assessment and redesign of manual or duplicative financial processes
• AI-assisted process design for tasks like transaction review, reconciliation and variance analysis, and guidance on when AI tools are (and aren't) the right fit

Who it's for

Non-profits and mission-based organizations whose reporting still runs through manual spreadsheets, whose financial data isn't documented anywhere outside one person's head, or who want to use AI tools in their finance processes without guessing at what's safe or useful.

How it works

1. Start with a conversation. We talk about how your reporting and processes work today, and where they're slow or fragile.
2. Assess and scope. I look at your current data, systems and workflows and propose what to build, document or fix.
3. Build and teach. I build the dashboard, automation or process, document it, and make sure your team can run it without me.

Contact me about reporting and process automation

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