Selected Work

A sample of projects across automation, integration, and AI — each one focused on a measurable outcome.

Excel Automation

Automated Sales Reporting Pipeline

Built an end-to-end automated reporting system for a B2B SaaS company, replacing 12 hours of manual weekly work with a fully automated pipeline that produces board-ready reports every Monday morning.

ExcelPower QueryPythonAutomation

12 hours/week saved · 100% report accuracy · Zero manual effort

API Integration

CRM ↔ Accounting API Integration

Designed and deployed a bidirectional integration between HubSpot and Pennylane for a consulting firm. Invoices, client data, and payment statuses now sync automatically — no more double entry.

APIHubSpotPennylaneWebhooks

Eliminated 100% of manual data entry · Real-time sync

AI Agents

AI Document Extraction Agent

Developed an AI agent that reads incoming supplier invoices, extracts key fields, validates them against purchase orders, and pushes data directly into the ERP — replacing a 3-person manual review process.

LLMPythonAI AgentERP Integration

3× faster processing · 95% extraction accuracy · Reduced headcount dependency

Data Pipelines

Multi-source KPI Dashboard

Consolidated data from Google Analytics, Stripe, HubSpot, and a custom PostgreSQL database into a single live dashboard. Leadership now has one source of truth for all business metrics.

Data PipelineAPIsDashboardPostgreSQL

Single source of truth · Real-time KPIs · Faster decision-making

Projects are anonymised to protect client confidentiality.

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