Notes on automation systems, n8n workflows, AI agents, integrations, content pipelines, and the logic behind making messy processes work reliably.
May 12, 2026
Small accounting firms have the most to gain from automation — and usually the least resources to start. The approach that works isn't replacing the existing tools. It's bridging the gaps between them.
May 11, 2026
A 30-line bank reconciliation is a different problem than a 3,000-line one. The logic is the same. The approach that works for one breaks on the other.
May 10, 2026
He used Claude for debugging, Gemini for UI, free models for prototyping, and paid OCR when accuracy actually mattered. Each model for the job it's good at.
May 9, 2026
Partial refunds, netted payouts, transaction fees, currency conversion. Native integrations handle the clean case. E-commerce rarely is.
May 8, 2026
Once the transactions are flowing and the reports run automatically, the next layer isn't more automation. It's knowing when something's wrong.
May 7, 2026
The most underrated outcome of automating your own accounting work isn't efficiency. It's what you learn about data — and what that opens up.
May 6, 2026
PDF invoice extraction is the easy part. The hard part is what happens when the invoice doesn't look like an invoice.
May 5, 2026
Most close automation focuses on pulling data faster. The real bottleneck is almost always the approval routing — the back-and-forth that nobody mapped.
May 4, 2026
The most expensive task is always the one everyone has stopped questioning. An ops manager spent 25% of her working week assembling a report. Nobody did the math until someone built the automation.
May 3, 2026
Bank feeds post directly to the GL without a checkpoint. I've seen what that costs at month-end. The fix isn't less automation — it's building the right layer between the data and the books.