Workflow automation for document-heavy small businesses

One back-office workflow, automated end to end, proven on your own data.

I take the chain that eats your team's week, automate it, and validate it against your last full month before you rely on it. Every output ties back to a source record. Fixed price, 2 to 3 weeks.

Book a 30 minute workflow review

We count the hours your chain eats, with your numbers. If the math does not work, you keep the count.

15 years in financial systems and data
Validated on your own last month of data
Fixed price, quoted against your measured volume

The chains I build

One workflow per engagement, end to end, against the formats you already use.

Staffing agency

Approved timesheets in, client-ready invoices out, subvendor hours reconciled.

Freight brokerage

Carrier packets read and loaded to your TMS, check-call notes captured, every entry tied to source paper.

HVAC, plumbing, electrical

Job closes in Jobber or Housecall Pro, then invoice, review request, reminder, and clean books, hands-free.

Contract manufacturing

RFQ intake to staged quote, every quote traceable to its request.

Grocery and distribution

Order changes after the EDI lands, inventory and invoicing kept in agreement.

How it works

1
Count

A 30 minute call. We walk your chain step by step and count the hours it eats, with your own volume. You get a fixed quote against that number.

2
Build

One chain, automated end to end against the formats you already use. Runs hosted by me for a flat monthly fee, or in an account you own. Your tools stay.

3
Prove

Before go-live, the build processes your last full calendar month of real data and we read the reconciliation report together. Then it ships with a run book your staff can operate.

Why my builds are different

Every engagement ships with a reconciliation report: every invoice line, ledger entry, or quote tied to its source record.

I spent 15 years in financial systems and data, where numbers that do not tie to source do not ship. Your automation gets built to the same standard: validated against known answers, tested at your real volume, documented so you are never dependent on me.

Jesus Tolentino
Jesus Tolentino
Financial systems and data, 15 years

Pricing, stated plainly

$1,500 to $3,500 fixed

A single-chain build, quoted against your measured volume. Half at signing, half at delivery.

$75 to $150 a month

Hosted operation, monitoring and fixes included. Or run it in your own account with no monthly fee.

Larger multi-workflow builds are scoped after the first chain proves itself.

Find out what your chain is costing you

A 30 minute call. We count the hours with your numbers. If the math does not work, you keep the count.

Book a 30 minute workflow review