NewClaude, set up for your firm in 2 weeks

For accounting & bookkeeping firms

ERP, Automation and AI for accounting firms

Built by an engineer who actually understands the general ledger. I set up Claude for your firm's workflows, move client files to modern ERP, and automate manual reconciliations so your team focuses on high-value advisory.

Get in touchExplore services

I work with tools your firm is already familiar with

  • Claude
  • QuickBooks
  • Xero
  • Odoo
  • Google Sheets
  • Keeper

The Pain

Scaling your firm shouldn't mean burning out your team.

Accounting firms lose hundreds of unbillable hours each year to manual fixes, fragile connectors, stalled migrations, and AI used with no rules.

AI with no rules

Staff already paste client data into ChatGPT to save time. No firm settings, no review step, and no consistent output. Useful, but a risk you can't see.

Unbillable manual re-keying

Senior managers and staff losing billable hours manually re-entering transaction batches between CRMs, client billing portals, and disparate ledger accounts.

Stalled & messy ERP migrations

High-stakes client migrations that stall out midway, quietly dump entries into suspense accounts, distort historical reporting, and increase client churn risk.

Fragile off-the-shelf connectors

Generic automation tools (Zapier, basic native syncs) failing silently on multi-currency, tax code mappings, payment processor fee splits, or bulk refunds.

Services

How I work with accounting firms

Fixed scope and fixed price. Not open-ended consulting.

Migrations & Architecture
01

ERP Migrations

Chart-of-accounts mapping, historical cleanup, suspense account elimination, and opening balance reconciliation.

  • Chart-of-accounts restructuring: tidy messy sub-accounts, kill duplicate vendors, map historical lines accurately
  • Dry-run in sandbox: full rehearsal with JSON snapshots and debit/credit tie-outs before go-live
  • Suspense elimination: zero orphaned entries at cutover
  • Both directions: QuickBooks or Xero into Odoo, and Odoo back out. Including rescue when an implementation has stalled
Custom Engineering
02

Custom Accounting Automations

Payout-to-ledger reconciliation, webhook listeners, and custom API pipelines between billing systems and your GL.

  • Payment-to-ledger sync: Stripe, Shopify, PayPal, or proprietary billing APIs into QuickBooks, Xero, or Odoo
  • Payout decomposition: split gross charges into fees, FX, refunds, and chargebacks, each to its own account
  • Idempotent by design: replay a webhook a hundred times, get one journal entry
  • AP/AR pipelines: Bill.com, Ramp, and Brex into your ledger, plus client document collection and chasing
New · Fixed price
03

Claude Setup

Claude set up for your firm's own workflows, with your chart of accounts, your letter style and your review rules. Live in 2 weeks.

  • Firm context: chart of accounts, materiality limits and client letter tone loaded once
  • Ready workflows: QBO books review, variance commentary, bank rec notes, missing-docs emails
  • Human review built in: Claude drafts, your team approves. Nothing reaches a client unchecked
See the workflows

Start smaller

Two fixed entry points if you want to try the work before a full build.

Credited on fix
04

Data Health Check

A scored report on your systems and books in 3–5 business days, plus a fixed price to fix what it finds. The fee is credited in full if you go ahead with the fix.

See what gets checked
White-label
05

Books Cleanup (white-label)

I fix the file under your name. Your client never hears from me. Fixed price by file size: Light, Standard, Heavy.

Why it works

How I deliver systems built for impact

Built for teams ready to move fast, eliminate manual overhead, and get financial systems done right.

Zero Reconciliation Drift

Every pipeline is built with strict validation rules and idempotency keys. Reconciliation errors and double entries are engineered out, not manually corrected.

Production-Ready in Weeks, Not Months

A structured discovery-to-deployment roadmap delivers a working, battle-tested integration in phased milestones—without 6-month consulting bloat.

Accounting & ERP-Aware Architecture

Built by someone who understands charts of accounts, tax lines, multi-currency conversions, and compliance. Your system adapts to your financial workflows, not the other way around.

Direct Senior Engineering Ownership

Strategy, schema design, API integration, and edge-case testing handled directly. No account managers, no junior subcontractor handoffs.

Full Handover & No Vendor Lock-In

Complete documentation, clear API mapping, and team training included with every build. You retain 100% ownership of your codebase, keys, and webhooks.

A Human Approves Every Output

AI drafts, your team approves. Strict token management, encrypted storage, and structured logs keep every automated step traceable and audit-ready.

The Dual-Domain Advantage

An engineer who has actually closed a set of books

Most software developers view a general ledger as a generic database table. Pure bookkeepers lack the engineering toolkit to automate complex API pipelines. I bridge both domains directly.

The Accounting Professional

  • 5 years in accounting practice and a BSc in Applied Accounting
  • Deep grasp of double-entry rules, period locks, and cut-off dates
  • Knows why clearing accounts must net to zero before close sign-off

The Software Engineer

  • 10+ years in software engineering across TypeScript, Python, and SQL
  • OAuth2 token lifecycles, webhook workers, and rate-limit backoffs
  • Automated dry-run validation suites and exception queues

The Tangible Result:

No wasting unbillable hours explaining debits and credits to an agency developer, and no fixing broken journal entries after launch. Plus clean boundaries: I never sit in front of your clients or compete for your advisory fees.

Selected Work

Real systems, built and shipped.

ERP migrations, AI products, and review tools built for real accounting work.

Client Engagement · ERP Architecture & Migration

Delivered

Excel to Odoo 19 ERP: Full Migration, Payroll & ZATCA Compliance

Migrated a KSA material trading and manpower contracting enterprise from fragmented spreadsheets to a fully operational Odoo 19 ERP—including automated GOSI/WPS payroll, ZATCA e-invoicing, 4-plan analytic accounting, and an ongoing data governance toolkit.

  • 100% ZATCA Phase 1 compliant bilingual e-invoicing
  • Payroll for 160+ employees cut from 3 days to 1 hour
  • 4-plan analytic framework — segment, client, unit & project P&L
  • Automated Python migration with dry-run validation and JSON snapshots
Read case study
Payroll run

3 days → 1 hour

Monthly payroll for 160+ employees

Odoo 19 Enterprise · Python · ZATCA · GOSI · WPS

Independent Product · AI & Accounting Automation

Live Beta

LedgerSort — AI Transaction Categorization for QuickBooks

Bookkeepers spent hours each week manually categorizing QuickBooks transactions, with inconsistent results. LedgerSort applies AI with confidence thresholds and a human review queue — routine work automated, exceptions surfaced.

  • −80% categorization time
  • Standardized chart-of-accounts coding
  • Exceptions-only human review queue
Read case study
Categorization time

−80%

Routine coding automated, exceptions sent to a human

Next.js · QuickBooks Online API · AI Categorization · Python

Internal Tool · Built with Claude Code

Monthly Books Review: a Forensic Check Before Every Close

A repeatable monthly review of a client's books, built with Claude Code and written as a step-by-step SOP. It checks the file in six modules, rates every finding by severity, and carries open issues forward so nothing quietly drops off between months. It is the base of the QBO books review workflow in Claude Setup.

  • Six review modules
  • Severity matrix for every finding
  • Open issues carried forward
See Claude Setup
Monthly review

6 modules

Every finding rated by severity and carried forward until fixed

Claude Code · QuickBooks Online · Review SOP

How it works

From first call to shipped system.

  1. 01

    Initial conversation

    Understand the current system, problem, priorities, and desired outcome.

  2. 02

    Technical assessment

    Identify risks, dependencies, and practical options. No commitments yet.

  3. 03

    Written plan

    Define the recommended scope, approach, and clear next step in writing.

  4. 04

    Build and support

    Deliver the work with clear communication, full documentation, and a clean handover.

Not sure exactly what needs to be built? Start with the problem. We can clarify the practical next step together.

FAQ

Common questions.

How do you protect client data and keep the books correct?

Every migration and automation is built around double-entry rules — debits must balance credits — plus idempotency keys so the same event cannot post twice. Credentials stay encrypted, access is OAuth-based where possible, and nothing touches production until it has passed sandbox tests with validated snapshots. You get a full audit trail on what changed and why.

Can you work inside our clients’ sandbox or staging environments?

Yes. Most work runs in isolated sandboxes, restricted client tenants, or via scoped API credentials. Live books stay untouched until you have reviewed the results and signed off.

Do you ever speak to our clients or appear under our name?

No. I work behind your practice. I do not sit in client meetings, do not brand the work as mine to your clients, and do not compete for advisory or bookkeeping fees.

Is the work fixed-fee, or do you only work on retainers?

Both. Discrete jobs — one file cleanup, one migration, one payment sync — are scoped and priced fixed, with written acceptance criteria. Retainers are available later for monitoring, maintenance, and recurring onboarding if you want ongoing support.

Can we start with one messy client file before committing to more?

Yes. That is the preferred path. We pick one file or one integration, agree scope and price in writing, build in sandbox, and only then decide whether to continue.

What happens if an API changes or an odd transaction breaks the sync?

Pipelines include structured error handling and exception queues. Bad or unexpected transactions route for review instead of failing silently or stopping the whole job. On retainer, vendor API changes are handled proactively before they break production.

How do you handle opening balances, suspense accounts, and sign-off?

Migrations include chart cleanup, suspense elimination, and a reconciled opening trial balance you can hand to a reviewer or audit partner. The goal is a clean cutover, not a pile of imported rows left for your team to untangle.

Do you take over advisory or bookkeeping work from our firm?

No. I build and hand over the systems. Day-to-day bookkeeping, client relationships, and advisory stay with your practice.

Want help with your firm's systems or AI?

Share what is slowing your team down, which tools are involved, and what you want to fix first.

Email faiz@faizahmed.me

Prefer a quick call? Book 30 mins on Calendly