You will get an AI Audit for your business
Top Rated
Project details
As an experienced business consultant with development experience in AI implementation and process automation, you will get clear insight into what is possible and what is not.
Industry
Biotech, Construction, Financial Services, Logistics & Supply Chain Management, Manufacturing & StorageWhat's included $500
These options are included with the project scope.
$500
- Delivery Time 5 days
- Live Consultation (Minutes) 360
60 reviews
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HZ
Han Z.
Jul 9, 2026
30 minute consultation
Good insights on the proposed project. Looking forward to the collaboration.
RP
Roman P.
Jun 9, 2026
Airtable Finance & Operations System Builder Needed for Marketplace-Style Business
Did a great job. We were scoping out a finance application and Reza helped us by putting together a detailed scope. He clearly has a strong comprehension of the finance space so we will be working with him again to actually build the application.
EB
Eric B.
May 26, 2026
Build a Simple Internal Finance Tool (PDF Invoice Import → Google Sheets → Reporting Dashboard)
Reza was quick, communicated well, and was flexible with my requests. 100% capable and competent, would hire again!
YA
Yassin Ahmed A.
May 18, 2026
Fix n8n workflow: Match downloaded invoice PDFs with CSV transactions (logic issue)
Very professional, would definitely recommend him
MG
Maria G.
May 15, 2026
Integrate WordPress with Claude
About Reza
Enterprise AI Agents & Automation for AR & AP Processes - Microsoft
100%
Job Success
Portlaoise, Ireland - 7:30 am local time
✅ Ex-Pfizer Global Business Services (Ireland)
✅ Microsoft Certified (Azure, Power Automate, Sharepoint, Teams, Fabric)
✅ Accounting and finance background (CPA / ACA)
✅ Native English Speaking professional that will hit deadlines with quality work
✅ Reviews speak for themselves
📞 Reach out now!
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Are you a founder or operator dealing with:
- Disconnected tools that don't talk to each other
- Manual processes eating your team's time in spreadsheets
- No real visibility into what's happening in your business
- A team stuck doing admin instead of high-value work
- A product idea that's been sitting in a doc for months
I've been there. My e-commerce business outgrew my processes — and building automation and internal tools saved it. Since then I've helped dozens of founders and operators replace chaos with systems that actually scale.
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⚙️ INTERNAL BUSINESS TOOLS & WORKFLOW AUTOMATION
Custom-built tools designed around the way your team actually works:
• Operations dashboards, reporting portals, and internal admin consoles
• n8n, Zapier, Make, and Power Automate workflow automation
• AI agents for email handling, onboarding, invoicing, and document extraction
• LLM-powered document processing — OCR, PDF extraction, data parsing
• Airtable, Google Sheets, and Apps Script automation
• CRM integrations (HubSpot, GoHighLevel, Salesforce, Pipedrive)
• REST API integrations and webhook-driven process automation
• VAPI voice agents for customer care, bookings, and intake
🛒 ECOMMERCE & SHOPIFY
• Shopify automation, custom apps, and backend integrations
• Inventory management and fulfilment workflows (Cin7, ecommerce ops)
• Customer lifecycle and order workflow automation
• Ecommerce analytics dashboards and revenue reporting
💰 FINANCE AUTOMATION (CPA BACKGROUND)
• Xero and QuickBooks integrations and month-end reconciliation workflows
• Invoice automation, PDF extraction, and document processing pipelines
• AR/AP automation, billing pipelines, and compliance reporting
• Financial dashboards (Looker Studio, Power BI)
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⭐ CORE PRINCIPLES
✅ RESULTS DRIVEN — understand what moves the needle, not just what looks good
📈 SCALABILITY — build for where you're going, not just where you are
🔄 ADAPTABILITY — systems that handle change without breaking down
🤖 AUTOMATION FIRST — every manual step is a cost; we eliminate them
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📋 HOW I WORK
1️⃣ Quick intro call to confirm we're a good fit
2️⃣ Process mapping session — understand workflows, pain points, and data flows
3️⃣ Scope document with clear deliverables and a fixed price (no hour-counting surprises)
4️⃣ Build → test → deploy, or hand off the blueprint if you want to build in-house
💡 This is an end-to-end service — if you're starting with a problem and not sure how to solve it, that's exactly where I come in.
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👥 TEAM & BACKGROUND
• 10+ years business experience across operations, marketing, and finance
• CPA / ACA qualified — deep expertise in finance and accounting workflows
• Small team of experienced developers for complex full-stack builds
• Combined background in software and business means solutions that make technical and commercial sense
🎯 Send me your problem — I'll respond with a short Loom on the approach and a rough estimate.
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🛠️ STACK
n8n · Zapier · Make · Power Automate · React · Next.js · Python · TypeScript
Supabase · Firebase · Neon · PostgreSQL · Stripe · Shopify · Airtable · Softr
Xero · QuickBooks · Cin7 · HubSpot · VAPI · OpenAI · Claude · Replit · Lovable
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📞 Reza Shahrokhi, ACA, CPA
🚀 Let's replace your manual processes with systems that scale.
Steps for completing your project
After purchasing the project, send requirements so Reza can start the project.
Delivery time starts when Reza receives requirements from you.
Reza works on your project following the steps below.
Revisions may occur after the delivery date.
Video calls
2 video calls to discuss business