Smarter workflows, less busywork
I design and implement financial workflows that save you time, automated invoicing, receipt capture, reporting, and integrations between your tools.
Financial workflow automation and software setup
From app selection to automation setup, I build financial workflows that run themselves, so you can focus on the work that matters.
Process Audit
A full review of your current financial workflows, what's working, what's wasting time, and what can be automated.
Tool Selection & Setup
I'll recommend and configure the right tools for your business, QuickBooks, Xero, Dext, and more.
Automation Build
Automated bank feeds, invoice reminders, receipt capture, and reporting, set up and tested.
Training & Handover
A walkthrough so you and your team know exactly how everything works, with documentation.
Why finance automation matters for growing businesses
Manual processes don't scale. The right workflows save hours every month, reduce errors, and give you real-time visibility into your finances.
Hours saved every month
Eliminate manual data entry, chasing invoices, and reconciliation busywork.
Fewer errors
Automated processes are consistent and accurate, no more human slip-ups.
Real-time financial data
Your numbers update automatically so you always have a current picture.
How workflow design and implementation works
I audit your current processes, design the optimal workflow, and build it, then train you to run it.
Audit & discovery
I review your current tools, processes, and pain points to understand what needs fixing.
Design the workflow
I map out the optimal process and recommend the right tools and integrations.
Build, test, and hand over
Everything configured, tested, and documented. You get training and ongoing support.
Accounting software and automation tools we use
This isn't a traditional practice. I built Lean Ledger to be the kind of accountant I'd want as a founder myself, digital-first, clear, and proactive.
100% digitalNo paper, no post, no office visits. Everything via cloud tools and video calls.
Tech-native accountantI code in Python and automate where it counts, so you get speed without sacrificing accuracy.
No jargon, everYou'll understand every line in your accounts. I explain things like a founder, not a textbook.
Proactive, not reactiveI flag issues early and plan ahead, not just file what you give me at the last minute.
Ready to automate your finances?
Book a discovery call and I'll walk you through how it all works, no obligation, no hard sell.
Typically responds within a few hours