You will get Automated workflows that save time, reduce errors, and improve efficiency
Rising Talent
Project details
Most businesses know they should be using AI, but struggle to apply it in a way that actually improves how the business runs.
I design and implement practical AI-driven workflows that automate repetitive tasks, reduce errors, and improve efficiency across your operations.
With a background as a Finance Director and business operator, I focus on automation that delivers real outcomes — not experimental AI projects. That means improving reporting, streamlining processes, and connecting systems so your business runs more smoothly.
Typical use cases include:
automating reporting and data processing
improving email and enquiry handling
connecting systems (CRM, accounting, spreadsheets)
reducing manual admin across workflows
You’ll get a working solution tailored to your business, designed to save time, improve consistency, and support better decision-making.
Ideal if you want to move beyond manual processes and start using AI in a practical, commercially useful way.
I design and implement practical AI-driven workflows that automate repetitive tasks, reduce errors, and improve efficiency across your operations.
With a background as a Finance Director and business operator, I focus on automation that delivers real outcomes — not experimental AI projects. That means improving reporting, streamlining processes, and connecting systems so your business runs more smoothly.
Typical use cases include:
automating reporting and data processing
improving email and enquiry handling
connecting systems (CRM, accounting, spreadsheets)
reducing manual admin across workflows
You’ll get a working solution tailored to your business, designed to save time, improve consistency, and support better decision-making.
Ideal if you want to move beyond manual processes and start using AI in a practical, commercially useful way.
Machine Learning Tools
ChatGPT, Microsoft Excel, Microsoft Power BI, Python, Sonnet, SQLWhat's included
| Service Tiers |
Starter
$200
|
Standard
$600
|
Advanced
$1,200
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Model Validation/Testing | - | - | - |
Model Documentation | - | - | - |
Data Source Connectivity | - | - | - |
Source Code | - | - | - |
Frequently asked questions
About Nathen
Fractional CFO | Xero Specialist | AI & Finance Systems Automation
Southam, United Kingdom - 4:19 am local time
Most businesses don't have a finance problem - they have a visibility, structure, and execution problem. Reporting is unclear. Forecasting is reactive. Systems don't talk to each other. That's where I add value.
What I do best:
• Fix and restructure finance functions that have outgrown their setup
• Build cashflow forecasting, budgeting, and FP&A models that actually get used
• Automate manual finance workflows using Power Automate and Xero's API
• Deliver clear management reporting, KPI dashboards, and board packs
• Implement and optimise Xero, Sage and ERP platforms
Selected results:
• Turned a flagship event from loss-making to £200k profit through pricing, cost optimisation and commercial restructuring
• Scaled a business from 2 founders to 40 staff and £4m+ turnover, building the full finance infrastructure
• Led acquisition due diligence, valuation modelling and post-acquisition integration
• Delivered multiple Xero migrations and finance transformation projects for owner-led businesses
Best fit clients:
• Owner-led businesses (£500k–£10m+ revenue)
• Businesses going through growth, restructuring, or systems change
• Founders who need financial visibility, cashflow control, and someone who gets their hands dirty
I'm new to Upwork and building my reputation here. My rate reflects that. My experience doesn't.
Steps for completing your project
After purchasing the project, send requirements so Nathen can start the project.
Delivery time starts when Nathen receives requirements from you.
Nathen works on your project following the steps below.
Revisions may occur after the delivery date.
Review workflow
I review your current process, systems, pain points, and desired automation outcome.
Design solution
I map the improved workflow and identify the best AI, automation, and integration approach.