finance-operations

MCP server for Microsoft Dynamics 365 Finance & Operations - enables AI assistants to explore metadata, query data, and execute sandboxed code

An intelligent automation system that orchestrates complex month-end close processes using OpenAI GPT-4o, eliminating manual coordination and saving 3+ hours per close cycle. Features AI email parsing, automated bank reconciliation, and executive report generation across Airtable, Gmail, Google Sheets, and Slack.

AI Copilot plugin for D365FO functional consultants — explore tables, entities, security, labels and business events with natural language to write better SFDs, without needing to be a developer.

Reference architecture for accounts payable workflow design at scale.

A Python + SQL project to automate validation of Standing Settlement Instructions (SSIs) and reduce settlement failures in securities operations.

Audit-friendly contractor payout automation with Jira-gated validation in Google Apps Script.

Operator surface for payment reconciliation exceptions, settlement blockers, close-safe packet readiness, and finance-safe review posture.

Case completo de Finance Operations & Analytics — beauty omnichannel

Julia operator surface for treasury liquidity, settlement buffers, funding pressure, and close-safe finance posture.

Control-aware cash reconciliation automation with deterministic matching, exception triage, candidate review, and a Next.js break-resolution workbench. v3.

Turn a batch of documents into a structured data file you can check.

AI-assisted finance operations platform for invoice intake, validation, risk scoring, human review, audit traceability, and workflow automation.

Journal of AI-assisted workflow experiments for family office, wealth management, and private banking operations using Claude Code and related tooling.

Credential-free Python reference for exception-preserving settlement and freight reconciliation with explicit grains and human release gates.

Evidence-first AI finance reconciliation controller for synthetic merchant payments, settlements, refunds, and bank credits—deterministic matching, human-reviewed exceptions, immutable PostgreSQL audit trail, and advisory-only LLM assistance.

Event-driven operational automation: AI classification, scoring-based routing, two-tier review, and automated issue validation — all running inside a cloud data warehouse.

AI-assisted 3-way reconciliation for OMS orders, Razorpay settlements, and bank credits—using integer paise, live AI exception investigation, policy gates, human approval, and an append-only audit trail. Built for Razorpay AI Buildathon 2026, Track 04.

SQL automation project for fixed income corporate action reconciliation and cash entitlement validation.

Free CSV and SQLite duplicate-payment audit checks for authorized accounts-payable exports, including a runnable GitHub Action.

Portfolio-safe AP automation case study: Excel VBA + Python tooling for invoice validation and SAP/Outlook/PDF workflows, refactored into a modular, testable core.