Practical AI. Connected operations. A person accountable.

I build AI systems and reporting automation that run small businesses — finance-trained, building in public

Commission reporting, CRMs and lead pipelines: I turn the manual spreadsheet work into systems that calculate, check and report on their own, with a person approving the result.

Start with what's slowing you down. You don't need a finished brief.

20+ hours of manual commission reporting removed every month$3–4M+ quarterly variable payouts across a 300+ rep orgTrusenda CRM, built solo, live on web & iOSFinance background · FAU '20

Case studies

From a business problem to a working system.

Explore the full portfolio

01 / Commission reporting automation

Automating commission reporting for a 300+ rep sales org.

Each payout cycle meant pulling sales data, matching it to reps, applying multi-tier plan rules and building reports by hand. I built a SQL and Python reporting process that applies the plan rules and produces the reports, validation checks that flag payout exceptions before release, and Power BI dashboards for quota attainment and payout forecasts.

Outcome: 20+ hours of manual work removed every month; exceptions reviewed before payment instead of corrected after; leadership sees attainment and expected payouts during the period.

02 / CRM & lead pipeline · My own businesses

A CRM and lead pipeline I built and run.

Trusenda is a lead-management CRM I designed and built solo for web and iOS (live on the App Store). It tracks speed to lead, deal stages and the next step on every lead. A pipeline handles scraping, enrichment and scoring, and every new lead is also handed to a separate lead desk with a 5-second timeout that can never block the save.

Outcome (small samples): found and fixed a form bug on Sept 27 that had shown visitors "Failed to submit" for three weeks. Median time to first reply went from 28 hours (Sept 15–Oct 15, 14 leads) to about 1 business hour for the 6 leads touched Oct 9–16. I keep measuring it weekly.

Explore the software work

Demo

Demo coming soon

A short walkthrough of the commission reporting workflow on sample data, labeled DEMO.

Also: industrial real estate sales associate, Palm Beach

How I help

Find the handoff.
Make the work flow.

We start with the process and the people using it, then decide what is worth changing.

Keep inquiries moving.

Connect intake, lead details and follow-up so your team can see who needs an answer and what happens next.

Talk through your intake

Connect the repetitive work.

Link the tools you already use. Build a custom workflow or interface where the existing pieces don't fit.

Explore a workflow

See the numbers and exceptions.

Bring reporting, financial models and operational signals into a view that helps you decide where to act.

Discuss your reporting

A useful first conversation

Start with one bottleneck.

You can bring a rough idea, a process that keeps breaking, or a question about what is possible.

Tell me what's happening
  1. Talk through the work.

    What's happening now, who uses the process, and where does it get stuck?

  2. Decide whether it is worth changing.

    Consider the practical value, existing tools, dependencies and the people involved.

  3. Agree a clear next step.

    If there is a fit, we define the scope, investment and responsibilities before work begins.

Let's talk

What's slowing you down?

A process, a property requirement, a project or a question. Tell me what you have in mind.

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This sends an inquiry. We'll arrange a time to talk if there is a fit.

Zachary VorstegI typically reply within one business day.

(561) 718-6725 · Email me