PORTFOLIO

Overview: A tool that automates the creation of custom commercial invoices and generates high-level financial reports 

Industry: Sporting goods

Pain Points: Time-consuming invoice generation, lack of structured reporting

Key Features: Automated invoice creation in PDF format, real-time product/order data capture, export and archive functionality,  dynamic financial table with total amount of calculations, integration-ready architecture for ERP or CRM tools

Value Delivered: Reduced administrative workload, actionable financial insights for the stakeholders

Target Users: Finance departments, operations managers, C-level executives in B2B commerce environments.

Results: Invoice processing time cut down by half, enhanced financial visibility for leadership teams

Overview: A custom-built API and data scraping tool designed to deliver accurate, real-time stock market data directly into Excel

Industry: Financial services

Pain Points: Delayed or manual stock data updates, lack of real-time integration in Excel-based workflows, limited access to reliable pricing feeds

Key Features: Proprietary stock data API, real-time price feeds, Excel VBA macro for seamless data retrieval, support for share tracking and portfolio analysis

Value Delivered: Cost savings through the elimination of reliance on expensive third-party data subscriptions, automated data updates, improved financial modeling accuracy

Target Users: Traders, financial analysts, investment advisors

Results: 50% faster data access, error-free data entry, improved portfolio insight in real time

Overview: A custom built cost analysis and proposal automation solution for financial advisory firms that converts complex Excel VBA models into client-ready proposal templates

Industry: Financial services/consulting

Pain Points: Time consuming and inconsistent proposal formatting, difficulty translating technical data into client-friendly presentations

Key Features: Automated cost calculations via embedded VBA logic, customizable proposal templates, dynamic input fields for scenario modeling, export-ready reports for client meetings

Value Delivered: Faster proposal creation, improved accuracy in cost estimates, more polished client experience

Target Users: Financial advisors, analysts, proposal managers

Results: 17% increase in client engagement through clearer financial breakdowns,  reduction in proposal prep time

Overview: A rent management tool designed to automate rent collection and track revenue for property managers and landlords

Industry: Real estate/property management

Pain Points: Missed payments, manual rent tracking, lack of visibility into tenant payment statuses

Key Features: Automated rent reminders, tenant-specific tracking with names and due dates, real-time payment status updates, exportable revenue reports

Value Delivered: Reduced late payments, streamlined rent collection, clear oversight of individual and overall rental income

Target Users: Landlords, property managers, real estate firms

Results: 60% reduction in missed payments, improved tenant accountability, faster revenue reconciliation