pro
Executive Reporting Dashboard for CPA Firm
Built a real-time executive dashboard for a CPA firm, replacing manual exports with live data across four systems: QuickBooks, Harvest, Pipedrive, and Monday.com (http://Monday.com).
One unified view across revenue, margins, MRR, team utilization, pipeline conversion, and client portfolio metrics. Five configurable views with week/month/quarter/YTD comparisons and in-app metric documentation.
Leadership sees current numbers at any time. No exports, no manual prep.
0
56
Built an AI pipeline to classify jobs at scale, automating ingestion, PII redaction, classification via GPT-4o, and confidence scoring. Failed classifications feed back into the system, continuously improving accuracy over time. Took average classification time from 10 minutes per job to under 2 seconds. 96.2% accuracy and climbing.
Python · GPT-4o
0
132
Automated Invoice Processing with @Glide
0
248
Project & Operations Portal for an automation agency.
0
258