I help businesses reduce manual work, automate reporting, improve processes and decision-making using practical data, automation, and AI solutions.
Organisations I've Worked With










Outcomes
Reduce repetitive administrative work through automation and AI.
Long-term value
Create reliable reporting and dashboards that provide clear business insights.
Accuracy
Use data to support growth and profitability.
Data-driven
The measurable impact
Faster reporting & close cycles
reduction achieved in financial close and reporting processes
Saved per week
after process review and automated insight generation
Monthly revenue recovered
using AI assisted tools to surface unbilled revenue
Data validated at scale
using Power BI to connect global entities
The Problem
Spending too much time on repetitive admin
Important business data is scattered across spreadsheets
Processes feel unreliable and difficult to scale
Time spent on finding information instead of acting on it
Decisions are based on gut feel rather than data
You know AI could help but don't know where to begin
12+ hrs
Average weekly time lost to manual processes
Services & Pricing
Clear options depending on whether you need insight or implementation support.
£275
A structured review of your business processes to identify where time is being lost and how automation, reporting, and AI can improve efficiency.
Includes
Outcome
Clear roadmap showing how to reduce manual work and improve operations.
£575 per day
Hands-on support to implement the improvements identified. Already know what you need? Skip the review and book me directly.
Includes
Outcome
Practical execution of improvements that reduce manual workload and improve business efficiency.
£375 per day
Practical, business-specific AI training that helps teams use AI confidently and effectively in their everyday work. Tailored to your organisation’s actual processes, roles, and business challenges.
Includes
Outcome
A team that can confidently apply AI to everyday work, reducing repetitive tasks and working more efficiently.
Custom Quote
For larger or multi-workstream initiatives that need a tailored scope and fixed-price proposal.
Includes
Outcome
A structured, fixed-price engagement scoped around your business goals and delivery timeline.
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About


I'm Ricky Patel, a finance-trained data and automation specialist with 10+ years working inside large corporations across financial forecasting, reporting, data management, and process improvement.
In that time I've seen first-hand how much time businesses lose to manual processes, scattered data, and reporting that takes days to produce when it should take minutes. I've spent my career fixing exactly that, for organisations with complex operations and high standards.
My focus today is bringing that same expertise directly to smaller businesses who deserve the same results without the corporate price tag. Removing unnecessary manual processes, improving reporting clarity, and introducing practical automation where it genuinely adds value.
I combine experience in finance, data, and automation to help business owners spend less time on admin and more time running and growing their business.
Technical Expertise
Why Work With Me
Focus on outcomes, not technology jargon.
Why It Matters
Outcome
Every recommendation is tied to a measurable business result.
A rare combination of commercial, analytical and technical expertise.
Why It Matters
Outcome
One adviser across the full finance-to-data-to-AI workflow.
Recommendations designed to deliver measurable results.
Why It Matters
Outcome
Solutions that fit how your team actually works day to day.
Flexible to your business needs, with a focused approach to delivery.
Why It Matters
Outcome
Engagements scaled to your priorities, budget and timeline.
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Case Studies
Focused engagements showing where reporting, automation and AI had a measurable impact on businesses.
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Applied AI-assisted analysis to billing and contract data to uncover unbilled revenue, streamlined reporting cycles, and reduced manual work through automated insight generation.
Revenue recovered
Before
After
Reporting & close cycle
Before
After
Manual reporting time
Before
After
Before
After
· Revenue & Data Integrity
Applied AI-assisted analysis to billing and contract data to uncover unbilled revenue, streamlined reporting cycles, and reduced manual work through automated insight generation.
Revenue recovered
Before
After
Reporting & close cycle
Before
After
Manual reporting time
Before
After
Before
After
Outcomes shown reflect the measurable impact each engagement delivered.
Process
Four simple stages from first message to measurable results.
Reach out via the contact form or email. Tell me a little about your business and what you're looking to improve. Then I'll get back to you within a few hours.
Not sure what needs fixing? We'll start with a Business Efficiency Review. Already know you need hands-on implementation, AI training for your team, or a larger custom project? We'll skip straight to implementing and automating.
Whether that's a review, implementation, training, or a bespoke project.
You save hours each week, replace manual processes with reliable systems, and make decisions backed by data.
Tap a stage to expand details →
Reach out via the contact form or email. Tell me a little about your business and what you're looking to improve. Then I'll get back to you within a few hours.
Contact
Whether you're spending too much time on admin, reporting, spreadsheets or manual processes, let's discuss where practical improvements could make the biggest impact.
Prefer to chat? Message me on WhatsApp →