Filed

7 casesFinance & systemsReal cases from finance systems projectsapprovals, roadmaps, ERP, AP and platform choices

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Finance & systems · 7 cases

Case studies

1. Simplifying finance approvals ↗I helped simplify a finance approval matrix from 144 rules to 18, working through the exceptions and ownership questions that shaped the workflow design.Financial services
2. Building a finance technology roadmap ↗I helped bring ERP improvements, process changes and governance work into one prioritised roadmap, giving finance leaders a shared view of what needed to happen next.Financial services
3. Making ERP improvement work visible ↗I brought priorities, vendor capacity and testing into one view of ERP improvement work, helping leadership see what was progressing and where support hours were going.Financial services
4. Designing project accounting around business needs ↗Across real estate, construction and financial services, I designed project accounting approaches for joint-venture cost allocation, project WIP and revenue recognition, and project-cost reporting.Real estate · Financial services · Construction
5. Improving accounts payable processes ↗I systematically analysed legacy AP processes and system limitations in financial services, connecting the findings with future-state requirements and a P2P replacement proposal.Financial services
6. Warehouse integration and financial controls ↗I maintained a live warehouse EDI integration and applied Finance approval controls to stock adjustments. Inventory quantity and value accuracy between the warehouse and finance systems reached 99.9%.Pharmaceutical
7. Evaluating finance platforms ↗I helped evaluate finance platforms against process, integration and commercial requirements, turning vendor demonstrations into structured input for a business decision.Financial services

3 live

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Designed & built solo · 4 projects

Things I built

1. Personal workspace (Kanban) For myselfA personal engineering workspace that runs reliably. Built for my own multi-project workflows, not as a commercial product.
2. ANZCAA Events Web ↗An events portal for ANZCAA, with city filters, a calendar and live Eventbrite updates.
3. renisa.app ↗A bilingual AI product I built and shipped solo: tarot readings in English and Chinese, a personal reading journal, and deployment on Cloudflare. Named after Renisa, a tarot reader I met while travelling in Europe.
4. corise.me ↗A website I designed and built end to end.

In tray

1 file

1. Workflow automation for businesses without a finance team

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Products in progress

Building

1. NextWorkflow automation for businesses without a finance teamBusinesses without a finance team spend time on repetitive manual tasks.Looking at recurring finance tasks that could benefit from automation.

4 files

1. Cash-flow forecasting for one-person companies
2. Bookkeeping for one-person companies
3. Connecting AI agents to finance workflows
4. AI filmmaking

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Topics I'm learning and testing

Exploring

1. ExploringCash-flow forecasting for one-person companiesSmall businesses without a finance hire struggle to see their runway.Still on the whiteboard: a 13-week cash-flow model, plus 12-, 18- and 36-month views driven by the budget.
2. ExploringBookkeeping for one-person companiesSolo operators pay monthly for bookkeeping software sized for bigger teams.Exploring a tool that turns entries into reports in one click, with no subscription fee.
3. ExploringConnecting AI agents to finance workflowsMany finance tasks are repetitive hand-offs between tools.Testing lightweight MCP/API call chains on my own workflows.
4. LearningAI filmmaking