Results, not promises

Automation that has already paid for itself.

Five projects — from enterprise finance teams to small businesses on Upwork — showing what gets built, which tools do the work, and what it saved. Client names are withheld where confidentiality applies.

See fixed-price offers Talk about your process

1,000 hrssaved every year automating bank statement processing across 50 accounts

2,000 hrsof manual invoice data extraction eliminated for ESG reporting

5.0 ★client rating across Smartsheet projects delivered on Upwork

Case studies

What was built, and what it changed.

Finance automation

Bank statement processing, automated across 50 accounts

RPADocument processingOracle Fusion ERPWorkato

1,000 hrs / yrof manual finance work removed; contributed to a 3-day financial close

Client & situation

The finance team of one of Southeast Asia's largest technology companies, operating 50 bank accounts across multiple countries and banks.

Problem

Every reporting cycle, statements were downloaded by hand from each banking portal, reformatted into a common layout, and reconciled manually — slow, error-prone, and a bottleneck for month-end close.

What was built

An automated pipeline that collected statements from every account, standardised the varying bank formats into one structure, validated the data, and loaded it into the ERP reconciliation process. Exceptions were routed to a person; everything else ran unattended.

Result

Around 1,000 hours a year of manual work eliminated, reconciliation available days earlier, and one of the automations credited with helping the organisation reach a 3-day financial close.

Document data extraction

Energy invoice data captured automatically for ESG reporting

Intelligent document processingAI extractionWorkflow automation

2,000 hrsof manual data collection and entry eliminated

Client & situation

The same enterprise group, required to report energy consumption and emissions across many countries and hundreds of sites for ESG disclosure.

Problem

The source data lived in energy invoices from dozens of utilities in different languages, currencies, and layouts. Staff were reading each invoice and keying figures into spreadsheets — thousands of hours a year, with obvious accuracy risk in a regulated disclosure.

What was built

An intelligent document processing workflow: invoices ingested automatically, key fields (usage, period, site, cost) extracted with AI-assisted recognition, validated against expected ranges, and written straight into the reporting dataset. Low-confidence extractions were flagged for human review rather than guessed.

Result

Approximately 2,000 hours of manual work removed, faster and more consistent ESG data, and an audit trail from every reported figure back to its source invoice.

AI automation

DocIQ — intelligent document processing in production

AI / IDPHuman-in-the-loopFinance operations

High-volumecomplex manual document processes automated end-to-end

Client & situation

An enterprise finance function handling large volumes of complex, semi-structured documents that each needed reading, interpreting, and actioning.

Problem

Traditional rules-based automation couldn't cope with the variation in document layouts and content, so the work stayed manual: slow, expensive, and dependent on a small number of experienced staff.

What was built

DocIQ, an intelligent document processing solution designed and delivered end-to-end: AI-driven classification and extraction, business-rule validation, and human review gates for anything sensitive or uncertain — with every decision logged.

Result

High-volume manual document processes automated in production, with staff redirected from data entry to exception handling and analysis. The same human-in-the-loop design principle is used in every AI automation Automata Works builds today.

Smartsheet integration

Salesforce connected to Smartsheet, end-to-end

SmartsheetSalesforceIntegration

5.0 ★client rating on Upwork

Client & situation

A business running its sales pipeline in Salesforce and its delivery and project tracking in Smartsheet — two systems, two versions of the truth.

Problem

Every won opportunity had to be re-keyed into Smartsheet by hand to kick off delivery. Details drifted between systems, handoffs were missed, and nobody trusted the project list to be current.

What was built

A live integration between Salesforce and Smartsheet: closed opportunities automatically create and populate the corresponding Smartsheet records, with field mapping agreed up front and documented so the client could maintain it.

Result

Re-keying eliminated, delivery kicked off the moment a deal closed, and a single source of truth across sales and operations. Delivered as a fixed-scope project and rated 5.0 by the client.

Smartsheet build

Team calendar built in Smartsheet and embedded in WordPress

SmartsheetWordPressDocumentation & handover

1 dayfrom brief to live, documented, and handed over

Client & situation

A returning Upwork client managing scheduling in Smartsheet who needed the calendar visible on their WordPress website without giving visitors access to the underlying sheet.

What was built

A calendar view configured in Smartsheet with the right fields, filters, and colour-coding, published securely and embedded into the WordPress site — plus a step-by-step PDF so the client's team could maintain the calendar themselves.

Result

Live the same day, no ongoing dependency on a consultant, and a five-star review.

“Excellent work as always on Smartsheet. Sean also provided a detailed PDF with instructions on how to use the calendar he set up. Appreciated.”— Client review, Upwork, November 2022

Your turn

Which repetitive process would you retire first?

Start with a fixed-price Automation Quick-Win or Smartsheet Health Check, or send a short note about the manual work slowing your business down.

See fixed-price offers