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Administrative and financial process automation

Automation of information-intensive administrative, financial, and operational processes.

I work on processes where people still download, copy, consolidate, validate, update, or report information across Excel, documents, email, ERP systems, and other applications.

Services for companies in Medellín and Colombia. I support remote projects and, depending on scope, needs that require on-site support.

Processes where I create the most value

  • Administrative: purchasing, approvals, master data, documents, internal requests, and reporting.
  • Financial: payments, treasury, accounts payable/receivable, reconciliations, budgeting, and balances.
  • Operational: consolidations, order tracking, inventory, exceptions, and information-intensive operational reporting.

Processes with strong automation potential

  • Payments, treasury, reconciliations, or financial controls require multiple files and manual validations.
  • Purchasing, approvals, master data, documents, or administrative reports depend on email, Excel, and manual follow-up.
  • Information-intensive operations repeat downloads, cross-checks, consolidations, and updates across systems.
  • The process depends too heavily on one person's knowledge and is difficult to scale, audit, or hand over.

How I approach it

  • Map the current process, its rules, sources, owners, and frequency.
  • Measure manual work, rework, risks, exceptions, and control points.
  • Design the target flow and select the right combination of automation, integration, data, or analytics.
  • Implement, test, document, and add traceability so the solution can be maintained and evolved.
Technology according to the process

The goal is to reduce hours of repetitive work and dependence on manual tasks without losing controls, validation, or process traceability.

Excel · Power Automate · Python · SQL · APIs · ERP · Power BI · RPA

The next step is to understand the current process.

This capability can be combined with integration, automation and data analysis within the same project. I review your process first; then we agree on the components it needs and the scope of the solution.