How I can help

The problem: your team loses hours every week to repetitive manual work. I automate the everyday tasks across departments so things move faster with fewer errors.

• ›Finance: automate AP vendor invoice entry, PO-matched invoice automation and posting to accounting system
• ›Operations: inventory management automation, low-stock alerts, and shipment tracking
• ›Sales: automated quoting, lead follow-up, and order intake
• ›Reporting & analytics: live dashboards instead of hand-built spreadsheets

The problem: customers call and email constantly to ask “what’s my balance?” I give them a secure online portal connected to your financial system, so they can see it themselves — anytime.

• ›View current account balance and credit status
• ›See open invoices, due dates, and payment history
• ›Download statements and past invoices
• ›Secure login — each customer sees only their own live data

The problem: you know some part of order-to-cash or fulfillment is slow and costing you — but you’re not sure exactly where or why. Using process mining, I analyze the data your systems already capture to map how work really flows, pinpoint bottlenecks, and show the highest-payback fixes. Clear, data-backed recommendations — not guesswork.

The problem: accounts, quotes, and customer issues are scattered across inboxes and spreadsheets, and things slip through the cracks. I put every customer, deal, and case in one place that your team will actually use — built on Microsoft Dynamics 365.

• ›Sales CRM: track every account, quote, and conversation in one place
• ›Customer Service: log and resolve tickets, returns, defects, and refunds

The problem: you’ve outgrown QuickBooks and your numbers live in too many places. I move you to Microsoft Dynamics 365 Business Central — one connected system for finance, inventory, orders, and operations that grows with you.

• ›Built-in tools bring your existing data across
• ›Customers, vendors, items, balances, and open invoices
• ›One connected system — not starting from scratch