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Finance / AI powered

Refund and dispute request handling

Runs on a schedule or an incoming event, moving work through QuickBooks / Xero, Google Sheets, OpenAI in roughly 3 steps — every one of them documented.

Get numbers out of documents and into your books. Your build is assembled for your own tools rather than copied from a library file, so the exact step list is agreed once we know which of these accounts you use.

Typical project price$350–$800
Build time2-3 days
Runson a schedule or an incoming event
Accounts to open4
Guide length20 pages
Typical steps~3

Accounts you would open

Each one gets its own click-by-click section in the guide, including what it costs and what to send us.

  • n8n (self-hosted)
  • QuickBooks / Xero
  • Google Sheets
  • OpenAI

What is inside the guide

20 pages. No filler, no “it depends”.

  1. 01What it does, in one page
  2. 02How I work and why it protects you
  3. 03The pipeline, stage by stage
  4. 04What the workflow is made of
  5. 05How you actually use it day to day
  6. 06Every account you open — click by click
  7. 07Three realistic running-cost scenarios
  8. 08What it really costs, broken down
  9. 09Your brief — what I need in writing
  10. 10The credentials template, filled in for you
  11. 11What I never ask for, and what happens to your keys
  12. 12Timeline from credentials to live
  13. 13Your pre-flight checklist
  14. 14Revisions — what is included and what is not
  15. 15Handover, and the questions clients actually ask

The full guide

20 pages, 710 KB — read it here or download it, no email required.