AI Workflow Automation
Intelligent automations that eliminate repetitive tasks and keep your operations running 24/7.
Finance & AI Automation Expert
Transforming Businesses with Transforming Businesses with AI-Powered Automation. AI-Powered Automation.
I build AI-powered workflows that eliminate manual work, reduce costs, sharpen decision-making, and scale your business operations.
50+
Projects Delivered
10+
Years Experience
30+
Happy Clients
$2M+
Client Savings
Services
AI agents and workflows designed to streamline operations and boost productivity.
AI Agents & Tools
Custom AI assistants, intake workflows, document extraction, and data routing built around your actual business process.
SOPs & Process Design
Documented playbooks that standardize recurring work and make handovers painless.
Monitoring & Support
Built-in error handling and proactive alerts keep your systems running without surprises.
Featured Work
Featured Projects
Real builds and automation. Filter by category.
AI
Finance
n8n
AI-Driven Variance Analysis Assistant for FP&A
Developed an AI-driven FP&A assistant using n8n that analyzes actual versus budget performance, identifies key business drivers, and automatically generates monthly, yearly, and management variance commentaries.
AI
Finance
n8n
Slack
AI-Powered Invoice Processing & Data Extraction Automation for Accounts Payable
Built an intelligent invoice processing workflow that automatically extracts PDF invoice data using Vertex AI, validates critical fields, updates Google Sheets, flags exceptions, and notifies teams through Slack.
AI
make
AI-Powered Document Processing & File Management System
Built an intelligent document processing workflow that analyzes Gmail attachments, generates descriptive filenames using AI, organizes files in Google Drive, logs activities, and sends automated processing summaries.
AI
Zapier
Asana
Asana CRM Workflow Automation
Developed a CRM automation solution with five integrated workflows that streamline lead management, automate follow-ups, improve team efficiency, and ensure consistent communication throughout the customer journey.
AI
make
Asana
Xero
Automated General Ledger Report Archiving
Built an automated finance workflow that retrieves general ledger reports from Xero when Asana tasks are completed, securely stores reports, and eliminates manual document collection and filing.
AI
Zapier
Apollo
AI-Powered Lead Qualifier
An AI workflow using Zapier, OpenAI and Apollo that scores and qualifies inbound leads, enriches their profile, logs hot leads to the Google Sheets, and notifies sales team.
AI
n8n
API
Slack
AI Agent
AI-Powered Job Discovery Agent
Built an intelligent job search assistant using n8n, Slack, and JSearch API that instantly finds relevant job opportunities based on user-defined skills and filters, delivering vacancies, descriptions, and application links.
AI
n8n
Webhooks
AI Agent
AI-Powered Facebook Agent
Built an AI-powered Facebook Page assistant using n8n that instantly answers customer inquiries from a centralized knowledge base, providing accurate responses, improving engagement, and reducing manual support workload 24/7.
AI
n8n
AI-Assisted YouTube Shorts Generator
Developed an AI-driven video automation system that transforms prompts into engaging YouTube Shorts using Veo, automatically generating, processing, and publishing content at scale.
Finance
Excel
VBA
Automated Bank Reconciliation System
Developed a VBA-powered bank reconciliation tool that automates transaction matching, identifies unreconciled items, and streamlines follow-ups, reducing a weeks-long process to just 30 minutes..
Finance
Excel
VBA
Balance Sheet Account Reconciliation Automation
Built an end-to-end financial close automation that extracts GL data, prepares balance sheet reconciliations, creates account-specific workbooks, and distributes them to owners, significantly accelerating month-end reporting.
Finance
Excel
VBA
Automated Sales Reporting & Revenue Recognition System
Built an end-to-end sales reporting solution that extracts rental contracts, validates customer and vehicle data, generates monthly sales reports, and automates accrued and deferred revenue calculations.
Tech Stack
The tools behind the silence.
n8n
Zapier
make
GoHighLevel
QuickBooks
Xero
VBA
Apps Script
JavaScript
Slack
Airtable
Asana
Apollo
Notion
Youform
Calendly
Stripe
VAPI
HubSpot
Supabase
Rapid API
ChatGPT
ClaudeProcess
A focused path from messy workflow to working automation.
Discovery Call
A focused 30-minute call to understand your workflows, identify bottlenecks, and define what success looks like. Zero commitment.
Analysis & Strategy
I map your current processes, identify automation opportunities, and deliver a clear blueprint tailored to your tools and business logic.
Build & Automate
I build the system, test against real data and edge cases, and ensure everything runs reliably — no babysitting required.
Handoff & Support
Full documentation, a live walkthrough, and ongoing support after launch so your system keeps running and delivering results.
About Michael
Finance fluency with an automation builder's mindset.
Michael P.
Finance and AI Automation Expert
I'm Michael, a Finance & AI Automation Expert who helps businesses reduce costs, increase efficiency, and unlock growth through intelligent automation.
After years leading finance functions and solving operational challenges, I now build AI-powered systems that automate reporting, financial analysis, document processing, lead management, customer support, and business operations. My unique combination of finance expertise and automation engineering allows me to identify bottlenecks, redesign workflows, and deliver solutions that create measurable impact.
Whether it's an AI agent, a finance automation, or a mission-critical workflow, I focus on one thing: turning complex business processes into scalable systems that run with minimal human intervention.
Contact
Ready to automate your business and unlock growth?
Let us turn recurring work into a clean operating system powered by automation and practical AI.
Direct
michaelpunzal17@gmail.com
Social
LinkedIn/michaelpunzal