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Intuit Ecosystem Solutions — Internal AI, Tax Strategy and Development
2023 - 2026
Project description
SLY developed a strategic product framework for internal AI, tax strategy, and custom development solutions built around the Intuit and QuickBooks ecosystem.
The work explores how AI-assisted workflows, structured financial data, tax-aware operational systems, and purpose-built internal tools can reduce administrative friction and improve decision-making. Rather than adding disconnected automation, the approach connects accounting operations, documentation, reporting, exception handling, and human review into one coordinated system.
The result is a scalable framework for organizations seeking stronger financial visibility, more efficient internal processes, and custom software aligned with established accounting infrastructure.
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Agency finances have always been complex. The dashboards built around them never made it feel any simpler.
This finance dashboard was designed for operators and growing teams who need every account, transaction, invoice, and cash flow insight in one place. Total balance overview, money movement split, multi-card account management, real-time invoice tracking, AI-powered financial insights, and six quick actions always within reach.
Clean. Actionable. Ready to scale.
Designing a finance or SaaS dashboard that needs to feel this considered? Let's build it together.
Tools: Figma · Jitter
#DashboardDesign #FinanceUI #SaaSUI #UIDesign #ContraFreelance #ProductDesign
Amazing
Title:
Professional Data Entry Project (Microsoft Excel)
Description:
Built a professional Excel-based Data Entry Project for accurate data collection, organization, and management. The project includes structured spreadsheets, automated calculations, data validation, sorting, filtering, and clean formatting to improve efficiency and reduce errors. Designed for businesses to maintain organized records and streamline daily data management tasks.
Skills Used:
Microsoft Excel
Data Entry
Data Cleaning
Data Validation
Data Formatting
Sorting & Filtering
Formulas (SUM, IF, COUNTIF, VLOOKUP/XLOOKUP)
Spreadsheet Management
Data Organization
Clean structure and a really practical summary dashboard — the Paid/Pending breakdown is a nice touch for order tracking. Good example of turning raw entries into something genuinely usable.
Emocionado de presentar la automatización operativa de mi plataforma SL Expert, diseñada para transformar la gestión del comercio local y el lujo sostenible!
Más allá de la identidad visual de la revista y el carisma de sus personajes principales (Luxury y Style), una solución digital real necesita flujos de trabajo sólidos que automaticen las tareas diarias, ahorren tiempo y generen ingresos medibles para el negocio.
🛠️ Flujos de Automatización Implementados (Operación Real):
Captura Automatizada de Leads: Un sistema dinámico de registro para que los usuarios accedan a las ediciones exclusivas, capturando correos electrónicos y segmentando clientes potenciales de forma automática.
Notificaciones e Interacción Inteligente: Flujos de comunicación automatizados que conectan directamente con los lectores para enviar actualizaciones de contenido sobre moda circular y tendencias éticas al instante.
Superagente de IA para Atención al Cliente: Un asistente inteligente entrenado para resolver dudas frecuentes sobre los artículos de la revista, recomendaciones de marcas locales y navegación dentro de la plataforma, optimizando la experiencia del usuario final las 24 horas del día.
Con esta integración, SL Expert demuestra que el diseño visual potente y la automatización inteligente van de la mano para acelerar los negocios de economía circular. ¡Listo para darle todo el brillo a esta plataforma! ✨
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