Every month, a finance team of a real Estate company manually pulled QuickBooks reports, calculated metrics, built charts by hand, and formatted everything before sending. That also for 2 seperate company divisions. THE MANUAL PROCESS: - Log into QuickBooks manually - Pull P&L and Balance Sheet separately - Export to Excel - Calculate 15+ financial metrics by hand - Build trend charts manually - Write a performance summary - Format the whole thing - Send it out Time per month: 8–12 hours One person. Recurring. Every single month. THE COST CALCULATION: Average finance admin salary: $45,000/year Hourly rate: ~$22/hour 10 hours/month × $22 = $220/month $220 × 12 months = $2,640/year Spent on copy-pasting numbers into Excel. THE HIDDEN PROBLEM: It wasn't just time. Reports were late. Numbers were sometimes wrong. Charts were inconsistent month to month. And the person doing it dreaded the 11th of every month. No one was catching financial gaps because by the time the report was done, everyone just wanted it over with. THE SYSTEM I BUILT: Automated reporting system - Scheduled trigger fires on the 11th automatically - Pulls live P&L and Balance Sheet directly from QBO - Calculates 15+ metrics across both divisions simultaneously - Generates 3-month trend line charts automatically - AI layer analyzes the full report and flags gaps, anomalies, and problem areas - Fully formatted report hits their slack — zero human involvement THE RESULTS: Time spent on reporting: 10 hrs → 0 hrs Annual hours reclaimed: 120 hours Annual cost recovered: $3,000+ Report consistency: Error rate: Eliminated — data pulled live from source system

I will be doing custom loom video outreach, but I need some help and advice before starting. I have two options right now: 1. making a Loom video and just telling a general offer, which is solving ABC problem for XYZ niche. For clarity, making custom solutions for a niche, not a specific solution. ex - I will reduce your manual ops across all your departments and help you save over Xhrs/mo. 2. Taking a certain automation, which is a big pain point in the niche, and making a Loom video saying that we can make this whole thing, and showing a quick demo of how it works. In short, productising my service. Let me know which one will be better and what has worked for you. Cheers!

Hey everyone! I run FinAI, an AI automation agency that builds tailored, compliant, and audit-ready automation solutions for financial firms, helping them save over 700 hours/yr and increase their profits in the process. ICP: financial firms like accountancy firms, wealth management firms, fintechs, etc., with - employees between 1-100 - based in NA,EU,SA and AU Compensation options: revenue/commission per project you bring in ( percentage to be discussed and negotiated) We have already worked with several 5-fig firms and have helped them save 700+ hours per year and reduce their workload by 40%. If you’re into sales, lead generation, closing deals, or want to co-sell high-ticket AI solutions to finance companies, DM me and let’s talk terms and pipeline. 🤝 Gmail - dasrishant@gmail.com

Hey everyone! Hope you are all having a great day. Thing is that 6 months back I opened my own AI agency 'FinAI'. In FinAI we help financial institutions like accountancy firms, fractional CFO firms, IB banks, tax agencies, etc. by automating their work and help them save 100+ hours each year while making them Till now we have worked with several 5-fig. businesses. Two cases are - - helped a fractional CFO firm reduce their workload by 40% - helped a fintech company save 750+ hrs each year Now we are opening up to partnerships, mainly of two types - 1) If you get a client who owns a financial firm, you may refer us and we can do a revenue split if we close them. The opposite will also take place, i.e if we get someone of your niche we will refer you to them. 2) If you get a client who is looking for finance automations ( i.e. payroll automations, accounting automationbs, invoice automations, etc.), we will do the backend stuff and you just have to close the client. For this we are looking to do a 50-50 revenue split. Looking to partner- up and grow together? contact me at -: dasrishant@gmail.com (personal) cheers

Join my FREE AI Agency webinar next week! Only 120 slots available 👇 For the first time in 3 years... I’m running a free live workshop for 120 people where I’ll show you exactly how to build an AI agency and become a no-code/low-code pro in 2026. You will learn: ✅ The best offers you can sell in 2026 ✅ How to deliver production-ready agents that make money ✅ Where to find high-paying clients ✅ The exact systems and tools we’re using right now 🎁 BONUS! I’m also launching my AI Launchpad, a premium version of my Skool community. Every person who shows up to my workshop live will receive the early-bird price that will never be available again. To get access: Comment "Webinar" I will send you the invitation link for the event in the Skool DMs (please, check them) ❗️VERY IMPORTANT❗️ CHECK YOUR DMS (MIGHT TAKE 3-5 MINUTES)