Accounting Operations
AI-Assisted Credit Card Reconciliation & Exception Management
A production workflow across 16+ corporate cards that applies approved historical rules and routes genuine exceptions to accounting.
Read the case studyReal work
Case Studies
Workflows built, rolled out, and used. Confidential company, account, vendor, and employee details are intentionally excluded.
What kind of work is documented here?
These are real operational implementations — production workflows and internal systems I designed and built, not a portfolio of external client engagements. Each one states the problem, the redesigned workflow, what AI assists with, what people retain, and the outcome. Where a project is still in progress, it is labeled in development and no results are claimed.
Management ReportingIn development
Executive Data Consolidation & Operations Dashboard
Consolidating multiple Excel workbooks and operational sources into one management platform. In development.
Read the case studyUnit Economics
Pricing & Profitability Decision System
A live pricing simulator modeling disposal, labor, travel, equipment wear, fees, and contribution per truck-hour.
Read the case studyGovernance & Training
AI Operations Playbook & Employee Enablement Framework
A practical internal AI-adoption framework: tool selection, review controls, data rules, reusable prompts, and version control.
Read the case studyMulti-Location Enablement
12-Location Staff Enablement Rollout
Training, sales guidance, and one approved source of truth across 12 locations — 2,200+ opt-ins in four days.
Read the case studyStart here
Show me the workflow that keeps eating your team's time.
Describe what happens today, what files and tools are involved, and where the process gets stuck. We'll determine whether the answer is a better SOP, a simpler process, automation, AI — or a combination.
Please do not send passwords, SSNs, full payment-card numbers, bank or routing numbers, or confidential files before a secure review process is established.