Services · Workflow Automation

A workflow automation consultant who builds systems you own — not subscriptions you rent.

I automate the manual tasks your business runs on — quotes re-keyed into three systems, AR chased from memory, reports built by hand, approvals stuck in inboxes — and turn them into software your team owns outright. Built for owners and operators running $3M–$50M. Every engagement starts with a one-week, $4,500 operations audit that finds the leak and prices it; builds are fixed-scope from $45,000, and the audit fee is credited toward the first one.

See where it leaks

Charlotte, NC + remote  ·  Fixed scope  ·  You own everything built

Where it leaks

The most expensive workflows don't look broken. They look normal.

Different industries, same four leaks. If your people are the integration layer between your systems — copying, chasing, formatting, forwarding — you're paying salaries to move data that software should move itself.

01

One order, three keyboards

A quote becomes an order becomes an invoice — and a person re-types it at every step. Each keystroke is payroll spent creating a chance for an error you'll find later.

02

Collections run on memory

The invoice went out; the follow-up didn't. Cash ages past 60 days not because customers won't pay — because nobody's job is to ask twice.

03

The Monday report eats Friday

Someone senior spends hours pulling exports, pasting into a spreadsheet, and formatting a report the software should have written itself.

04

Approvals die in inboxes

A PO, a discount, a change order — each waits on a forward, a reply, and a “did you see my email?” The work takes minutes; the waiting takes days.

What gets built

Built on what you already run. Not a rip-and-replace.

Business process automation only sticks when it fits how your team actually works. So the builds connect to your existing CRM, ERP, and accounting systems — and your people keep the judgment calls.

Integrations that end the re-keying

Your systems talk to each other directly. Order data flows from intake to fulfillment to accounting without a human carrying it between screens.

Automation layers on your existing tools

Nothing gets ripped out. The automation sits on your current systems' APIs and databases and does the manual steps between them — follow-ups, handoffs, reconciliation.

Dashboards instead of report-building

The numbers your Monday meeting runs on, live and always current. No exports, no pasting, no Friday lost to formatting.

Human-in-the-loop where judgment matters

Not everything should be automatic. The system drafts, routes, and flags; your people approve the calls that need a human — and every action is visible.

When the right fix is an agent that works a queue — not a pipeline that moves data — that's a different build: AI agent development. And when AI needs to act on your live systems safely, the bridge is an MCP server.

Proof

Numbers from production systems — not projections.

18 hrs

Recovered every week for the finance team at a multi-brand field-services group — reporting workflows automated, three manual analyst roles eliminated.

+45%

Website conversion lift across five brands at that same group, alongside Salesforce ↔ web automations spanning nine brands.

14

Field and back-office applications built for that group — software connecting field operations to the revenue teams.

For a mid-market reverse logistics-tech company, I built the MCP server and agent tooling their internal teams use every day — Python on Google Cloud, wired into live inventory and truckload workflows, supporting 50+ internal users.

How it runs

Audit first. Then build what the numbers justify.

Every engagement starts with the one-week, $4,500 operations audit — it names the constraint, prices it in hours and dollars, and the fee is credited toward the first build. Builds are fixed-scope from $45,000: a number agreed before work starts, not a meter running.

01

Find the real bottleneck

We talk through your operations until we can name the exact constraint. Not "AI strategy" — the specific place where time, money, or people are leaking.

02

Design the right system

I map out what gets built, how it connects to your existing tools, and what done looks like — before a line of code gets written.

03

Build it. Hand it off.

Deliver working software with docs and context your team can own. The goal isn't dependency — it's a system your people can run and build on.

Rather have ongoing engineering than a one-off build? That's the fractional AI partner.

Straight answers

What this is not.

  • A rip-and-replace. I build on your existing systems' APIs and databases — nothing your team relies on gets torn out.
  • A no-code duct-tape stack. Zapier is fine until volume and edge cases arrive; what I ship is real code with error handling, logging, and docs.
  • A strategy engagement. If what you need is a recommendation deck, don't hire me — I sell working software.
  • A dependency. You own the code, the infrastructure, and the docs — and your team is trained to run it without me.
Is this for you?

Built for operators with a process problem — not a software wish list.

A fit if you're…

  • Running $3M–$50M with a team that hand-carries data between systems
  • One process obviously bleeding — quoting, AR, reporting, or approvals
  • Ready to act on a roadmap once the numbers are on paper
  • An owner who wants to own the software, not rent another subscription

Skip it if…

  • The process changes every week and nobody owns it — automating chaos just makes faster chaos
  • You want a tool recommendation, not working software
  • You need a vendor of record for a 200-page RFP — I'm one engineer, on purpose
Owner questions

The automation questions owners actually ask.

What does workflow automation cost?

Every engagement starts with the $4,500 operations audit — one week, fixed price, credited toward your first build, and if it doesn't surface savings worth more than its cost, you don't pay. Builds are fixed-scope from $45,000, priced against the leak they close. You see the ROI math on paper before anything gets built.

Will this work with the software we already use?

That's the point. If a system has an API, a database, or even an export, it can be wired in — CRMs, ERPs, accounting platforms, and the spreadsheets in between. Recent builds run on Python across Google Cloud and AWS, integrated with Salesforce and live inventory systems.

Do we have to rip out our current systems?

No. The automation sits on top of what you already run and does the manual steps between systems. Rip-and-replace is how these projects die; building on what works is how they ship.

Why not just hire a Zapier or no-code freelancer?

For a simple two-app trigger, you should — it's cheaper and faster, and I'll tell you so. No-code holds up until volume and edge cases arrive: rate limits, partial failures, the record that doesn't match. I build owned systems — real code on your infrastructure, with error handling, logging, and documentation — for the workflows your revenue depends on.

Who maintains it after it's built?

You own everything — code, infrastructure, and docs — and your team gets trained to operate it. Support is available without being mandatory. If you want ongoing engineering instead of one-off builds, that's the fractional AI partner, from $8,500 a month, month to month.

Price the leak before you buy the fix.

Start with the audit: one week, $4,500, your top leaks quantified in hours and dollars — credited toward the build. If it doesn't surface savings worth more than its cost, you don't pay.

Or read how the operations audit works →

Want the number first? Price the leak with the ROI calculator →

Executive Briefing

Book a session with Nick

Systems in production at Registix, Bank of America, Cotton Holdings.

Your info goes only to Nick — no CRM, no lists.