Work that
speaks for itself.

The Situation

A local bookkeeping and accounting firm was spending hours every month manually processing commission calculations for a client. The work was repetitive, complex, and kept their most experienced accountant tied up in data tasks — leaving less time for the strategic financial analysis where she delivers the most value.

The Challenge

• Exporting data manually from multiple payment platforms each month
• Filtering hundreds of rows across complex, inconsistent criteria
• Cross-referencing transactions between systems to match and extract fees
• Consolidating everything into a master workbook for final commission calculations

What We Built

We developed an automated workflow that consolidates data from multiple platforms with a single prompt, applies consistent filtering logic, automatically matches transactions across systems, calculates totals, and links them directly to the final calculation worksheet. A built-in verification step confirms data accuracy before the output is used.

The Results