Financial Systems Automation
Starting at
$
2,500
About this service
Summary
FAQs
How long does the project take?
Most systems are delivered in 2–3 weeks depending on complexity.
What tools do you use?
I build with n8n, Supabase, and custom APIs — no-code where possible, code where necessary. I can build the UI dashboard with react or Flutterflow for custom and advanced designs or use Google Looker Studio for basic visualizations
Can you integrate with my existing tools?
Yes. I can connect to CRMs, payment processors, accounting tools, or custom APIs.
Do you offer ongoing support?
Yes. I offer maintenance or monthly retainer options for updates and new features.
What do I need to provide?
Access to your data sources (APIs or accounts) and a short onboarding call to clarify workflows.
Can you customize beyond finance?
Absolutely. I specialize in finance systems but can automate other business operations as well.
What's included
System Architecture Blueprint
Creation and configuration of the Supabase database to store financial data securely — including transactions, commissions, reconciliations, and forecast tables — with relationships and indexes optimized for performance.
Database Schema & Setup
Creation and configuration of the Supabase database to store financial data securely — including transactions, commissions, reconciliations, and forecast tables — with relationships and indexes optimized for performance.
Automation Workflows (n8n)
Fully configured n8n workflows that automate financial processes such as commission calculation, reconciliation, or cash flow projections. Includes scheduled triggers, error recovery, and real-time sync with external APIs or databases.
Business Logic Implementation
Custom rule sets and formulas coded into n8n or Supabase functions to handle company-specific logic — e.g., tiered commissions, default probability weighting, or reconciliation matching algorithms.
Admin Dashboard (Optional via FlutterFlow, Supabase Studio or Custom design)
Interactive dashboard to monitor automation runs, view financial summaries, and manually trigger processes if needed. Includes visual summaries of key metrics and workflow statuses.
Notifications & Alert System
Automated email or Slack alerts for workflow errors, anomalies in reconciliation, or threshold-based triggers (e.g., low liquidity alerts, failed commission payouts).
Testing & Validation Report
A documented test report showing workflow validation results — including test data runs, reconciliation accuracy checks, and financial output verification.
Deployment & Handover
Deployment of the system to the client’s preferred environment (Supabase project + n8n instance), plus final integration testing to ensure end-to-end stability.
Documentation & User Guide
Step-by-step documentation explaining how the system works, how to trigger automations, add new data, and update logic in the future. Delivered as a clean PDF or Notion document.
Post-Deployment Support (14 Days)
Two weeks of included post-launch support to fix bugs, optimize workflows, and answer implementation-related questions as the system goes live.
Example projects
Recommendations
(5.0)
Client • Jan 8, 2025
Recommended
Augustus was fantastic to work with. he hit all the milestones and went above and beyond. He was really easy to work with and was very independent we didnt need to follow up on anything. Everything was actioned to perfection.
Duration
2 weeks
Industries