Activity
Mon
Wed
Fri
Sun
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
What is this?
Less
More

Memberships

Bookkeeping Made Eazy

53 members โ€ข Free

The Virtual Bookkeeping Series

79k members โ€ข Free

AI Automation First Client

1.3k members โ€ข Free

Multifamily Wealth Skool

15.7k members โ€ข Free

Web Agency Accelerator (FREE)

14.4k members โ€ข Free

High Ticket Sales | BOCโ„ข

2.3k members โ€ข $19/month

Sales Community for Closers

753 members โ€ข Free

The Closers Network

21.1k members โ€ข Free

High-Ticket Sales Society

2.2k members โ€ข Free

2 contributions to CFO Skillsets
0 likes โ€ข 2d
Hey mate I dmed you some info., Hope it will be useful!
What if your financial firm could cut 60% of admin time and turn it into billable hours โ€” automatically?
Financial teams โ€” tired of busywork? Iโ€™m building my AI Automation portfolio and Iโ€™m offering 100% free setup of practical automations for banks, fintechs, wealth managers, insurance teams, and accounting firms. What I build (examples):โ€ข -Client onboarding & KYC flows โ€” auto-capture data, reduce manual entry, speed up approvals. - Reconciliations & investor reporting โ€” nightly match + auto PDF reports ready for audits. โ€ข Lead follow-ups & appointment scheduling โ€” personalised outreach and reminders that cut no-shows. โ€ข Billing, invoicing & collections โ€” automated invoices, retries, and status updates. โ€ข Internal task routing & compliance logs โ€” fewer missed steps, better traceability. These are the same systems firms pay $3Kโ€“$10K+ for, but right now Iโ€™m focused on results, not revenue โ€” in exchange for a genuine testimonial. No inflated promises. Just streamlined systems that: -Cut manual workload by 40โ€“60%๐Ÿ’ฐ -Free up 10โ€“20 hours/week per advisor or accountant -๐Ÿ“ˆ Improve response speed, accuracy, and client satisfaction If you run or work with a financial advisory, accounting firm, insurance company, fintech, wealth management firm or you know someone who operates such firmsโ€” and youโ€™re tired of being buried under admin โ€” letโ€™s fix that. Comment โ€œInterestedโ€ or DM me, and Iโ€™ll walk you through how we can automate your bottlenecks โ€” end to end. Letโ€™s turn boring processes into predictable profit.
1-2 of 2
Rishant Das
1
4points to level up
@rishant-das-9721
Founder - FinAI

Active 3h ago
Joined Jul 26, 2025