Projects

A Xero-connected financial planning and analysis workspace for actuals, budgets, rolling forecasts, scenarios, collaboration, and drill-through.

Personal

React, TypeScript, FastAPI, PostgreSQL, Xero

A financial operations platform that makes credit card transaction coding and receipt collection faster, clearer, and easier to manage.

Personal

React, TypeScript, Supabase, Cloudflare Workers

A minimal, fast, and responsive portfolio website built with Astro and Tailwind CSS.

Astro, TypeScript, Tailwind CSS

Automated sales commission platform connecting HubSpot, Xero, SQL, Fivetran, Make.com and Google Sheets, with tiered quota attainment and automatic accelerators.

Cambridge Spark ↗

HubSpot, Xero, SQL, Fivetran, Google Sheets, Apps Script, Make.com, APIs, ETL/ELT

Integrated FP&A reporting stack covering actuals, budgets, forecasts, transaction-level drill-through and revenue reconciliation across Xero, HubSpot and SQL.

Cambridge Spark ↗

Power BI, Xero, HubSpot, Fivetran, SQL, Google Sheets, DAX, Star Schema, FP&A, Data Modelling

Rebuilt the period-end Trial Balance reconciliation template using ETL from Xero into Azure SQL, automatic matching write-back, and greatly improved close speed for intern teams.

ExcluServ ↗

Azure SQL, Xero, ETL, Make.com, Excel, Microsoft Entra ID

Flask Application to do simple Create, Read, Update and Delete on a database.

Python, Flask, Bootstrap, Postgres, Docker

Creating a portfolio website using Flask (micro-framework), and making it a template for others.

Python, Flask, Bootstrap, Docker

Real-time automations for clients and internal use — Teams status alerts, Xero contact creation, project tracking code sync, and scheduled ETL of fixed assets and Entra ID into Azure SQL.

ExcluServ ↗

Make.com, Fivetran, Xero, SQL, Microsoft Teams, Insightly, Azure SQL

Cashflow forecasting built on the SQL finance cube, letting clients project and adjust forward cashflow directly in Excel via PowerQuery.

ExcluServ ↗

Power BI, Excel, PowerQuery, SQL

Client project income and expense dashboards combining Xero and Insightly CRM in SQL and Power BI, surfacing "still to invoice" projects and live gross margins.

ExcluServ ↗

Power BI, Xero, Insightly, SQL

Core data model and management accounts underpinning all client reporting, with an OLAP finance cube, DAX measures, SQL views and write-back budgeting via Acterys.

ExcluServ ↗

Power BI, Xero, SQL Views, DAX, Acterys, Salesforce, Insightly