Projects That Moved the Needle

Invoice Processing Automation

Client type: Accounting Firm

Problem

The firm was spending 15+ hours per week manually extracting data from vendor invoices and entering it into their accounting software — a tedious, error-prone process that delayed month-end closes.

Solution

Built an automated pipeline that ingests PDF invoices via email, uses AI-powered OCR to extract structured data (vendor, amount, date, line items), validates it, and pushes directly into QuickBooks via API — with a review dashboard for edge cases.

Impact

90% reduction in manual data entry. Staff reclaimed 13.5 hours per week, redirected to higher-value advisory work. Invoice processing errors dropped to near zero.

LocalReach — Dental Clinic Website

Client type: Dental Practice

Problem

A local dental clinic was getting only 2–3 new patient inquiries per week from their 2012-era website. No mobile optimization, slow load times (8+ seconds), and no clear calls to action meant most visitors bounced without contacting.

Solution

Rebuilt the entire website using Next.js for performance, designed treatment-specific landing pages optimized for local SEO keywords, added a live booking widget connected to their calendar, and set up Google Analytics 4 with conversion tracking.

Impact

Consultation bookings tripled from 2–3 to 8–10 per week within 60 days. Page load time dropped from 8s to under 1s. Site now ranks locally for 4 core treatment keywords.

SupportBot — AI Customer Service Agent

Client type: E-commerce Store

Problem

An online store with 200+ daily orders was drowning in repetitive support emails — order status, return policies, sizing questions — consuming 4+ hours of the owner per day.

Solution

Built a context-aware AI chatbot trained on their FAQ, product catalog, and policies. Integrated with Shopify for real-time order lookups. Escalates to a human inbox when confidence is low. Deployed as a website widget.

Impact

80% of customer queries resolved automatically, with sub-30-second response times 24/7. Support ticket volume dropped 70%, saving the owner 3+ hours daily.

Comfort Air — HVAC Service Website

Client type: HVAC Contractor, Austin TX

Problem

A local HVAC company ran entirely on referrals. No website, no booking system, and no way to capture leads outside business hours — which meant emergency calls went to competitors who showed up on Google first.

Solution

Built a full-stack service site with a homepage, 6 SEO-targeted service pages (AC repair, heating, emergency, installation, maintenance, air quality), a server-validated booking form that emails the business instantly via Resend, and a Notion lead log for CRM visibility. JSON-LD structured data, sitemap, and breadcrumbs included for local SEO. Business details live in a single config file so the owner can update phone, hours, or service areas without touching code.

Impact

A professional web presence live on day one, with every form submission triggering an immediate email notification and Notion lead entry. The architecture is designed to hand off cleanly — the client controls their content through Notion, not their developer.

DataPulse — E-commerce Analytics Dashboard

Client type: Online Retailer

Problem

The operations team was making ad spend and inventory decisions based on daily CSV exports pasted into spreadsheets — causing a 24-hour lag in decision-making.

Solution

Built a real-time analytics dashboard pulling data from Shopify, Google Ads, and Meta Ads through a Node.js data pipeline. Interactive charts for revenue, ROAS, inventory velocity, and customer LTV.

Impact

Real-time visibility across all channels. Ad spend efficiency improved 30% in the first month due to faster optimization decisions.