For accounting & bookkeeping firms
Built by an engineer who actually understands the general ledger. I set up Claude for your firm's workflows, move client files to modern ERP, and automate manual reconciliations so your team focuses on high-value advisory.
I work with tools your firm is already familiar with
The Pain
Accounting firms lose hundreds of unbillable hours each year to manual fixes, fragile connectors, stalled migrations, and AI used with no rules.
Staff already paste client data into ChatGPT to save time. No firm settings, no review step, and no consistent output. Useful, but a risk you can't see.
Senior managers and staff losing billable hours manually re-entering transaction batches between CRMs, client billing portals, and disparate ledger accounts.
High-stakes client migrations that stall out midway, quietly dump entries into suspense accounts, distort historical reporting, and increase client churn risk.
Generic automation tools (Zapier, basic native syncs) failing silently on multi-currency, tax code mappings, payment processor fee splits, or bulk refunds.
Services
Fixed scope and fixed price. Not open-ended consulting.
Claude set up for your firm's own workflows, with your chart of accounts, your letter style and your review rules. Live in 2 weeks.
Chart-of-accounts mapping, historical cleanup, suspense account elimination, and opening balance reconciliation.
Payout-to-ledger reconciliation, webhook listeners, and custom API pipelines between billing systems and your GL.
Two fixed entry points if you want to try the work before a full build.
A scored report on your systems and books in 3–5 business days, plus a fixed price to fix what it finds. The fee is credited in full if you go ahead with the fix.
I fix the file under your name. Your client never hears from me. Fixed price by file size: Light, Standard, Heavy.
Why it works
Built for teams ready to move fast, eliminate manual overhead, and get financial systems done right.
Every pipeline is built with strict validation rules and idempotency keys. Reconciliation errors and double entries are engineered out, not manually corrected.
A structured discovery-to-deployment roadmap delivers a working, battle-tested integration in phased milestones—without 6-month consulting bloat.
Built by someone who understands charts of accounts, tax lines, multi-currency conversions, and compliance. Your system adapts to your financial workflows, not the other way around.
Strategy, schema design, API integration, and edge-case testing handled directly. No account managers, no junior subcontractor handoffs.
Complete documentation, clear API mapping, and team training included with every build. You retain 100% ownership of your codebase, keys, and webhooks.
AI drafts, your team approves. Strict token management, encrypted storage, and structured logs keep every automated step traceable and audit-ready.
The Dual-Domain Advantage
Most software developers view a general ledger as a generic database table. Pure bookkeepers lack the engineering toolkit to automate complex API pipelines. I bridge both domains directly.
The Tangible Result:
No wasting unbillable hours explaining debits and credits to an agency developer, and no fixing broken journal entries after launch. Plus clean boundaries: I never sit in front of your clients or compete for your advisory fees.
Selected Work
ERP migrations, AI products, and review tools built for real accounting work.
Client Engagement · ERP Architecture & Migration
DeliveredMigrated a KSA material trading and manpower contracting enterprise from fragmented spreadsheets to a fully operational Odoo 19 ERP—including automated GOSI/WPS payroll, ZATCA e-invoicing, 4-plan analytic accounting, and an ongoing data governance toolkit.
3 days → 1 hour
Monthly payroll for 160+ employees
Independent Product · AI & Accounting Automation
Live BetaBookkeepers spent hours each week manually categorizing QuickBooks transactions, with inconsistent results. LedgerSort applies AI with confidence thresholds and a human review queue — routine work automated, exceptions surfaced.
−80%
Routine coding automated, exceptions sent to a human
Internal Tool · Built with Claude Code
A repeatable monthly review of a client's books, built with Claude Code and written as a step-by-step SOP. It checks the file in six modules, rates every finding by severity, and carries open issues forward so nothing quietly drops off between months. It is the base of the QBO books review workflow in Claude Setup.
6 modules
Every finding rated by severity and carried forward until fixed
How it works
Understand the current system, problem, priorities, and desired outcome.
Identify risks, dependencies, and practical options. No commitments yet.
Define the recommended scope, approach, and clear next step in writing.
Deliver the work with clear communication, full documentation, and a clean handover.
Not sure exactly what needs to be built? Start with the problem. We can clarify the practical next step together.
FAQ
Every migration and automation is built around double-entry rules — debits must balance credits — plus idempotency keys so the same event cannot post twice. Credentials stay encrypted, access is OAuth-based where possible, and nothing touches production until it has passed sandbox tests with validated snapshots. You get a full audit trail on what changed and why.
Yes. Most work runs in isolated sandboxes, restricted client tenants, or via scoped API credentials. Live books stay untouched until you have reviewed the results and signed off.
No. I work behind your practice. I do not sit in client meetings, do not brand the work as mine to your clients, and do not compete for advisory or bookkeeping fees.
Both. Discrete jobs — one file cleanup, one migration, one payment sync — are scoped and priced fixed, with written acceptance criteria. Retainers are available later for monitoring, maintenance, and recurring onboarding if you want ongoing support.
Yes. That is the preferred path. We pick one file or one integration, agree scope and price in writing, build in sandbox, and only then decide whether to continue.
Pipelines include structured error handling and exception queues. Bad or unexpected transactions route for review instead of failing silently or stopping the whole job. On retainer, vendor API changes are handled proactively before they break production.
Migrations include chart cleanup, suspense elimination, and a reconciled opening trial balance you can hand to a reviewer or audit partner. The goal is a clean cutover, not a pile of imported rows left for your team to untangle.
No. I build and hand over the systems. Day-to-day bookkeeping, client relationships, and advisory stay with your practice.
Share what is slowing your team down, which tools are involved, and what you want to fix first.
Prefer a quick call? Book 30 mins on Calendly