Our work

Real systems. Names withheld.

We keep client and employer names private. Everything below is real work, described accurately, with identifying details removed.

Client · AI AutomationMedia-buying agency · Western New York · 20+ clients

AI billing, reconciliation and reporting for a media-buying agency

The problem

Every month the agency received invoices from dozens of TV stations, radio stations and digital vendors. Each one had to be matched to the original order, checked for missed or replacement spots, run through that client's fee rules and turned into a client invoice and a plain-English performance letter. It took the owner about a full work week every month.

What we built

  • AI that reads every vendor invoice and digital report, including multi-invoice PDFs
  • Per-client fee rules, so one engine serves every account
  • Branded invoices, editable spreadsheets with live formulas and client summary letters
  • Self-audit that checks the math and flags missed spots, makegoods and missing invoices
  • Owner approval before anything is delivered
~1 weekof time back every month
20+client accounts handled
100%reviewed by a person before it goes out
Client · WebsiteMedia-buying agency · Western New York

Website rebuild for the same agency

The problem

The agency's site didn't reflect the quality of its work or give prospects an easy next step.

What we built

  • A modern, mobile-first site with clear calls to action
  • Reusable design system later used for prospect demo sites
1site rebuilt and launched
2follow-on demo sites built from the same playbook
Team background · Corporate financeInstitutional finance · global asset manager

Financial modeling and reporting automation at a global asset manager

The problem

Large-company finance runs on accurate models, tight deadlines and reports executives actually trust. Manual reporting doesn't scale there.

What we built

  • Financial models and forecasts used for executive decisions
  • Power BI dashboards and Power Query/SQL automation replacing manual reporting
  • Cross-functional delivery with finance, operations and leadership teams
~5 yrsin institutional finance
MSAmaster's in accounting
CFA L1CFA Level I passed
Internal · Lead generationAgentWorks project

Website-gap research and demo sites for local businesses

The problem

Many local businesses have no website, or one that loses them customers, and don't know it.

What we built

  • Research across 18 business categories to find businesses with missing or weak websites
  • A qualified prospect list, filtered for quality rather than volume
  • Custom demo sites for an auto repair shop and a locksmith, with local SEO markup and call/booking buttons
308websites evaluated
130qualified prospects
18categories researched
Project · Event websiteCommunity project · Western New York

Event website and promotion for a community film fundraiser

The problem

A volunteer-run film fundraiser needed a single place to sell the event, share details and promote it.

What we built

  • Event website with all event details in one place
  • Promotional artwork for the event
1event site launched
Volunteercommunity fundraiser
Advisory · Financial diligenceAcquisition advisory

Acquisition diligence on small businesses

The problem

Buying a small business means verifying the earnings the seller claims before money changes hands.

What we built

  • Seller earnings (SDE) verification against financial records
  • Letter-of-intent drafting and diligence checklists
  • Screening for customer concentration and owner dependence
SDEearnings verified, not assumed
LOIdrafted and structured

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