I audit the workflow end-to-end, quantify the business impact and design the system required to fix it.

This is designed for fintech and B2B SaaS teams dealing with problems such as:

revenue leakage or failed-payment loss

reconciliation backlogs and fragmented payment data

weak cash visibility or manual financial reporting

payment and credit/risk operations

repetitive finance or operations work

AI workflows that are unreliable, expensive or difficult to evaluate

Current-state workflow and systems audit

Bottleneck, failure-point and leakage analysis

Estimate of financial/time impact

Data and integration requirements

Target architecture

Automation and AI opportunities

Prioritized implementation roadmap

ROI/value case

Recommended next steps

Where AI is involved, I will also assess whether the problem actually requires prompting, RAG, tools/agents, model fine-tuning or a conventional deterministic system.

Best for: CFOs, COOs, Heads of Finance, Payments, Risk, Product and Engineering who know a process is costing the company but need clarity on exactly what should be built.