SWL Consulting

🧠Corporate Finance Advisory | AI-Driven Solutions and AI-Agents Deployment | Automated Workflows & Business Intelligence

Overview

We help companies design, build, and implement integrated business systems across finance, operations, sales, and marketing with AI — bringing structure, visibility, and control to complex organizations. We build the systems that make businesses run, scale, and stay under control. SWL Consulting is a boutique firm specialized in business systems design, corporate finance, and AI-driven automation, transforming fragmented operations into structured, scalable organizations. We don’t act as traditional consultants. We operate as a hybrid between advisory, implementation, and systems architecture, helping companies move from manual workflows to fully integrated operating systems. ⚠️ What we solve Lack of financial visibility (cash flow, margins, profitability) Disconnected systems (CRM, ERP, spreadsheets, reporting) Manual processes that don’t scale Unstructured operations and unclear workflows Data that exists but isn’t actionable We design and implement the system behind the business. 🏗️ What we build 💰 Financial Systems Financial modeling, forecasting, budgeting, and cash flow visibility Unit economics, margin optimization, and investor reporting ⚙️ Operations & ERP End-to-end process design (sales → delivery → finance) ERP structuring (Odoo & custom setups) and internal workflows 📊 Business Intelligence Dashboards, KPI tracking, financial and operational reporting Real-time analytics and decision-support systems 📈 Revenue & Sales Systems Lead generation pipelines, CRM architecture, conversion optimization Marketing systems and performance tracking 🤖 Automation & AI Workflow automation, AI agents, predictive models RAG systems and internal knowledge tools 🧩 Systems Architecture Integration of CRM, ERP, finance, and data platforms Scalable system design and automation pipelines 🧠 How we work We build systems, not documents Modular, scalable infrastructure (not fragile automations) Full visibility across finance, operations, and growth Tools your team can use and maintain Clear logic behind every workflow 📊 Outcomes Centralized, decision-ready data Automated workflows replacing manual work Structured operations with ownership Integrated business infrastructure 🎯 Who we work with SMEs and scaling companies Founders who need structure, not just execution Teams implementing or fixing ERP / CRM Businesses integrating AI into real operations Private Equity and Venture Capital Funds 🚀 Let’s work together Send a message with your business context, current setup, and goals. We’ll assess your situation and propose a clear, structured plan to move forward.

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Services

Financial Planning
Management Consulting & Analysis
Project Management
AI & Machine Learning

Skills

Artificial Intelligence
Automation
Business Consulting
Financial Accounting
Financial Modeling
Lead Generation
Strategy
Growth Strategy
Marketing Analytics
Sales Analytics
Automated Workflow
Strategic Planning
AI Consulting
AI Agent Development
100% Job Success

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Upwork activity

Hourly rate

$70.00

Total earned

$40K+

Total hours

896

Total jobs

16

Member since

Nov 15, 2021

Company information

Agency size

2-10 workers

Year founded

2021

Client focus

Medium business

Very small business

Small business

Languages

English: Native or Bilingual
Spanish: Native or Bilingual