Financial Systems Automation

Starting at

$

2,500

About this service

Summary

I design and implement automated financial systems that handle commissions, reconciliations, and forecasting using n8n + Supabase, eliminating manual spreadsheets and repetitive financial tasks.
What makes my service unique is that I combine AI-driven logic, real startup experience, and no-code speed — delivering enterprise-grade automation in days, not months, at a fraction of traditional development cost.

Process

flowchart TD
A[Discovery & Scoping<br>Understand workflows, pain points, data sources] --> B[System Design<br>Map automation architecture: data flow, triggers, dashboards]
B --> C[Build & Integration<br>Automate with n8n & Supabase: data sync, calculation engines, alerts]
C --> D[Testing & Validation<br>Simulate scenarios, handle rules & edge cases]
D --> E[Documentation & Handover<br>System map, workflow docs, walkthrough video]
E --> F[Ongoing Optimization (optional)<br>Monitor, refine, extend automations]

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.

Recommendations

(5.0)

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.

Demi Rodrigues at Travel Deals World hired Augustus and recommends working with them


Client • Jan 8, 2025


Duration

2 weeks

Skills and tools

Automation Engineer

Financial Analyst

Financial Consultant

N8N

N8N

Supabase

Supabase

Industries

FinTech & Payments
Financial Infrastructure & Markets
Insurance