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Felix Schumann
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Services / Financial automation

Numbers thatsort themselves.

Financial data becomes useful when it comes together clearly. I build integrations, reconciliations, reports and interfaces for recurring financial processes. Approvals and business rules remain explicit so results can be traced.

See it builtDiscuss your project

Financial automation · Documents, figures, reports

Explore an example

Documents & data
Documents01

Keep the original source

  • 01Capture the document
  • 02Assign the period
  • 03Link the original

Your task shapes the implementation.

The everyday problem

From individual documents to a traceable overview.

Documents, exports and manually maintained spreadsheets often tell different stories. I connect that information in an application that shows the relationships and flags inconsistencies for review. You can trace a result back to its source.

Less manual copying between files and tools, and a clearer view of the current state. Reports, metrics and checks are derived from defined sources. Market and trading systems include risk limits and a separation between tests and live operation as part of the technical implementation.

What we will work on together.

The scope follows your project.
  1. 01

    Connect the sources

    Data imports, integrations and traceable reconciliations

  2. 02

    Understand each comparison

    Financial dashboards, reporting and automated checks

  3. 03

    Keep a clear overview

    Permissions, approvals and visible exception handling

From my work

See what this looks like in practice.

All projects
In daily use2026

Agency workspace and finance dashboard

The agency's tools, connected to the numbers.

Internal tools, revenue splits and team goals come together. The dashboard makes business rules understandable.

  • Connect tools and roles
  • Attribute revenue and goals
  • A consistent team experience
  • Next.js
  • TypeScript
  • PostgreSQL
  • +2
Explore the projectClient project
In daily use2026

Modular business platform

From a crowded inbox to a connected business workspace.

Seven business areas under one login, from email and payment checks to projects and daily briefings.

  • Seven connected business areas
  • AI-assisted inbox workflows
  • Daily briefings for the team
  • Next.js 15
  • React 19
  • TypeScript
  • +4
Explore the project7 modules
In daily use2026

Automated trading system

Watch markets. Validate signals. Execute trades.

Market signals, risk checks and broker execution in one desktop app. Test strategies and trace their orders.

  • Markets stay in view
  • From a signal to an order
  • Risk built into execution
  • Tauri 2
  • Rust
  • React
  • +2
Explore the projectCustom trading infrastructure

Our first conversation

Which figures do you still have to piece together?

You do not need a finished technical specification. Your idea, an example or a look at the current workflow is enough to start.

Let us talk it through
  1. 01

    Which sources are authoritative and who reviews the business results?

  2. 02

    Which steps may run automatically and which require approval?

You might also be wondering:

How do you handle data and external AI services?Do you work on confidential projects?What is included in the handover?

Inside the implementation

Financial automation: Reconcile before marking it completeA technical look at payment records, fees, discrepancies and review queues. Build dashboards that show traceable states instead of false certainty.
Felix SchumannFelix SchumannAI automation engineer

Name it, I build it.

If something here looks like the problem you have, write to me. A short description of what is not working is enough to start.

Get in touch[email protected]