Automation Designer for Accounting Workflows

Posted last month

Worldwide

Summary

We are seeking an operations/automation designer to create a simple, reliable system to automate mundane accounting workflows. The ideal candidate will have experience using AI to enhance efficiency and accuracy in financial processes. Responsibilities include designing and implementing low-code/no-code automation solutions, integrating AI tools, and ensuring seamless workflow execution across our specific tech stack: - Property Management: OwnerRez - Accounting: QuickBooks Online (QBO) - Merchant Services / CC Processing: Lynnbrook and EPX Our Core Pain Points: Booking Sync: Automating the flow of financial booking data and guest totals from OwnerRez into QBO without manual entry. Deposit Reconciliation: Using AI/automation to handle the "net of fee" deposits from Lynnbrook and EPX so our actual bank deposits match up seamlessly with QBO invoices. NOTE: We are NOT looking for custom software built from scratch. BUDGET: We are looking to start with a brief, paid hourly discovery session so you can review our OwnerRez and QBO setups. Once a clear automation blueprint is established, we prefer to transition the actual build phase into a fixed-price contract with milestones.

  • Hours to be determined
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Automated Workflow
AI Integration
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:last week
  • Hires:
    1
  • Interviewing:
    15
  • Invites sent:
    21
  • Unanswered invites:
    4
About the client
Member since Jun 1, 2026
  • BLZ
    Stann Creek9:43 AM
  • 1 hire, 1 active
  • 2 hours
  • Travel & Hospitality
    Mid-sized company (10-99 people)

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