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Get personalized guidance on your finance automation strategy. Whether you're just starting or ready to scale, I can help you move faster.

Quick Chat

30 min--Free

Introductory call to discuss your automation goals and see if we're a good fit. No commitment.

Assess your current workflows
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Strategy Session

60 min--Coming Soon

Deep-dive into your finance operations. Walk away with a concrete automation roadmap tailored to your team.

Full workflow audit
Prioritized automation roadmap
Tool and architecture recommendations
Follow-up summary document
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Team Training

Custom--Coming Soon

Train your finance team on Claude Code and AI-powered automation. Customized to your tools and workflows.

Custom curriculum for your stack
Hands-on workshop format
Real data from your systems
Post-training support
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