Portfolio

Example automations

Three real pilots. What the stack looks like and what it moved.

01 / 03
7h/week
reclaimed per bookkeeper

Invoice pipeline, 12-person accounting firm

From 6 hours/day of manual entry to 45 minutes of review.

Stack
n8n OpenAI GPT-4o Pennylane API Postgres Tesseract
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The problem

A 12-bookkeeper firm in France was spending 6h/day just typing invoices into Pennylane. Errors crept in at month-end. Advisors couldn't take on new clients because the team was stuck on data entry.

The solution

Inbox, n8n trigger, GPT-4o extracts vendor, amount, VAT and category against the firm's chart of accounts, Pennylane write via API, confidence-scored review dashboard. 93% of invoices pass without human review.

The result

7 hours/bookkeeper/week reclaimed. 8 new clients onboarded in 4 months without a single new hire.

02 / 03
3×
faster client response

Document chaser, multi-site firm

Secretary work eliminated, client responsiveness up 3×.

Stack
n8n WhatsApp Business API Gmail API Airtable
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The problem

A 3-office firm was losing 10h/week per office on calls, texts and emails chasing missing client documents. Clients complained, partners were frustrated.

The solution

Monthly automated scan of each client folder. Missing-doc detection, then multi-channel reminder (email, WhatsApp after 48h, phone escalation to the accountant after 7 days). Full response tracking in Airtable.

The result

Average client response time: 4.2 days down to 1.3 days. 80% of documents received without human touch.

03 / 03
15×
faster onboarding memo

AML/KYC compliance assistant

Onboarding memo in minutes, with full audit trail.

Stack
LangChain RAG OpenAI Tracfin rulebook Pinecone pdf.js
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The problem

A firm had to hand-screen every new client against Tracfin rules and EU AML directives. 2 to 3 hours per onboarding. Partners were the bottleneck.

The solution

RAG agent trained on Tracfin, EU directives and the firm's internal compliance playbook. Takes onboarding docs, generates a risk-scored memo, flags anomalies, logs everything for audit.

The result

Onboarding compliance work: 3 hours down to 12 minutes. 100% traceability. First AML auditor visit: zero findings.

Numbers anonymized. Full client context available under NDA on request.

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Process

How we work.

Simple. Fast. No bullshit.

Step 01

Discovery

Free 30min call. We understand your practice, your pain points, and what success looks like for you.

Step 02

Build

We design and build the solution. Regular updates throughout. No 6-month timelines: most projects ship in 2 to 4 weeks.

Step 03

Deploy

We go live. We handle hosting, domain, DNS, the whole boring setup. You focus on your business.

Step 04

Support

Post-launch support included. Bug fixes, adjustments, training. We don't disappear after delivery.