Process Automation
Software that reads everything, extracts information, takes over repetitive manual work, processes transactions and produces output with better accuracy at a faster pace.
Scope of work
- Downloading reports from websites and portals, checking them and filing them where they belong.
- Reading documents such as tax returns, statements and forms, and extracting the figures staff copy by hand today.
- Moving information between systems, such as your CRM, accounting software and email.
- Producing reconciliations and recurring reports, checked against the figures you already trust.
- Running jobs unattended, with each job stopping to report the problem when a step fails, so partial results are never published.
- Advising whether a task needs AI at all. Plain automation is often faster and cheaper, and when it is, that is what Jeff Hunt builds.
The Approach page describes how a project runs, from the first conversation to staff training.
Typical clients
This service suits teams that spend hours each week visiting websites, downloading files, retyping figures or reconciling one system against another. Work of this kind follows the same steps each time, which makes it a strong candidate for automation.
Selected case studies
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Financial Planning and Services · Process Automation
A tax return review that checks every figure against the page
The key figures from a client's tax return, each confirmed on the return itself, with planning observations and a draft email to the advisor for the reviewer to check.
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Financial Planning and Services · Process Automation
A short list of client life changes for the operations team
Client life changes mentioned in passing, gathered into a short list for the operations manager, sorted by priority, each with the exact words it is based on.
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Financial Planning and Services · Process Automation
Client money events and a monthly new-assets report, drafted for review
Custodian transaction records turned into a clear list of each client's money events, and the monthly new-assets report drafted for the operations manager to review.
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Financial Planning and Services · Process Automation
Custodian reports, downloaded and checked automatically
Downloads the custodian reports staff used to fetch and merge by hand, checks each one, and holds back the dependent tools until every report is in.
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Financial Planning and Services · Process Automation
Tax-season document collection, ending in a draft email to the client and CPA
For each household, the year-end tax forms gathered, notes for the tax preparer, missing accounts flagged and the email to the client and CPA drafted for review.
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Nonprofits · Custom Business Applications, Process Automation
A custom system that replaced a nonprofit's CRM
Built around the churches the organization serves, with every order, contact and conversation in one place and follow-up drafted at the right moment.
Discuss a project with Jeff Hunt
Schedule a free 30-minute phone call, or write to [email protected]. A brief description of your organization and the work you want to improve is enough to begin.