Skip to content
BackNov 5
Reza S.
Upwork badge

Reza S.

Finance & Accounting AI Automation | Xero, QuickBooks, Microsoft, ERPs

AR, AP, billing and reporting for e-commerce and service businesses: QuickBooks Online, Xero and Stripe API integrations, AI invoice processing, collections workflows and finance dashboards. Chartered accountant (ACA, CPA) who writes the code. ✅ Accountant and developer ✅ Built systems handling €18M+ of receivables and 1,500 supplier invoices a month ✅ Microsoft Certified: Azure, Power Automate. Ex Pfizer Global Business Services ✅ Top Rated Plus, 150+ Upwork jobs Connecting disconnected systems so owners get better visibility and the team spend less time on admin. ——— 🔗 QUICKBOOKS, XERO & STRIPE API INTEGRATION AND WORKFLOW AUTOMATION • Shopify, Stripe, CRM (HubSpot, GoHighLevel, Zoho) and booking systems synced to QuickBooks Online or Xero through the API • Order-to-invoice and payment-to-ledger automation, with payment gateway (Stripe) payouts, fees and refunds matched and bank reconciliation automated • Zapier, Make or n8n workflows, or custom Python / Node.js integrations when they have outgrown no-code Proof: Shopify orders posted to Xero for a $3M made-to-order brand, revenue recognised on delivery date. A Stripe reconciliation agent that saved an e-commerce owner 15 hours a week. A $6,500 end-to-end order and invoicing automation. 💵 ACCOUNTS RECEIVABLE (AR) AUTOMATION, BILLING & COLLECTIONS • Automated invoicing and recurring billing from your operational data • AR collections workflows: reminders, promise-to-pay tracking, dispute flags, cash application • AI agent for collections that reads customer replies and drafts the next step for approval Proof: a collections queue for a US insurance services firm chasing $11.8M of receivables, 7,700 invoices across 1,200 customers. An AI collections agent for a €30M Norwegian rental group with 1,080 overdue invoices. Call-centre billing generated automatically from call logs for a Canadian service company. An AR roll-forward tool for a US healthcare group. 🧾 ACCOUNTS PAYABLE (AP) AUTOMATION & AI INVOICE PROCESSING • AI data extraction (OCR) of invoices from PDFs and email, coded and matched to purchase orders • Approval workflows and bill posting to QuickBooks, Xero, Business Central or your ERP • A review queue for only the lines the AI could not settle Proof: 1,500 supplier invoices a month extracted and matched to POs for a Canadian distributor; it caught a $23,908 error in month one. 20+ hours a month of invoice processing removed for a manufacturer. 📊 FINANCE DASHBOARDS & FINANCIAL REPORTING AUTOMATION • Cash flow, P&L, AR ageing, job profitability and KPI dashboards built from your accounting data • Power BI, Looker Studio, BigQuery or a custom web dashboard, refreshed automatically • Month-end and management reporting workbooks turned into tools with checks Proof: job profitability across five systems for an Irish haulier, which surfaced a €41,000 cost gap across 101,000 toll transactions. A Looker Studio and BigQuery dashboard for an e-commerce brand. Power BI sales reporting from QuickBooks. A live ServiceTitan sales board for a plumbing company. ——— 🎯 WHO HIRES ME Owners, finance leads and ops managers at e-commerce brands and service businesses (agencies, trades and field service, healthcare, insurance, professional services) with a small finance team, who want the gap fixed without replacing their accounting software. 📋 HOW I WORK 1️⃣ Describe the problem. Within one business day you get a short Loom showing how I would approach it and a rough price. 2️⃣ Paid scoping: we map the process and the data, and you get a written scope. 3️⃣ Fixed price for the build and every automated workflow, deployed on your own cloud account. You own the code and the data, and every AI decision is logged for audit. 4️⃣ Monthly support and care plan if you want it. Several clients have kept me on for years as the person who owns their finance tooling. 🛠️ STACK QuickBooks Online API · Xero API · Stripe · Shopify ecommerce · HubSpot · GoHighLevel · Zoho · Business Central · Sage · Cin7 · ServiceTitan Python · Node.js · TypeScript · Next.js · Postgres · REST APIs · Webhooks Zapier · Make· n8n · Power Automate · Google Sheets · Apps Script · Excel Power BI · Looker Studio · BigQuery · Microsoft Fabric · Azure Claude · OpenAI · Azure AI · OCR document extraction 📞 Reza Shahrokhi, ACA, CPA. Fintask, Ireland. UK and EU hours, overlapping US mornings. 🎯 Send me the problem.

🇮🇪Portlaoise, Ireland$99/hr100% JSS4.99 (69)Since Jul 2023

Skills

This freelancer has chosen to keep their earnings private.