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finance-automation

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An intelligent automation system that orchestrates complex month-end close processes using OpenAI GPT-4o, eliminating manual coordination and saving 3+ hours per close cycle. Features AI email parsing, automated bank reconciliation, and executive report generation across Airtable, Gmail, Google Sheets, and Slack.

  • Updated Nov 3, 2025

Automated Board Pack generator using Make, Google Sheets, OpenAI and Notion. Pulls monthly actuals, converts them into structured JSON, generates MD&A commentary, stores results in Notion, and posts updates to Slack. Fully reusable for multi-company CFO workflows.

  • Updated Nov 24, 2025

A smart, AI-powered Receivables Agent that automates AR (accounts receivable) chasers — reading invoice data from Google Sheets, drafting polite-but-firm reminder emails, posting a summary to Slack, and updating the sheet status - all through Zapier AI Agents and the OpenAI API.

  • Updated Oct 24, 2025
FinWorkOptimizer

FinWorkOptimizer is a modular C++17+ REST platform integrating Finance, Workday, CRM & Oracle Fusion-style workflows. Automates payroll, expenses, invoicing, budgeting, forecasting, and GL exports. Secure API, ready for enterprise deployment, scalable for business growth.

  • Updated Aug 13, 2025
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