Stop waiting for monthly accounts. See your numbers daily.

Finance, CRM, marketing, ops — all on one screen.

Operations and automation engineer. I build production Make.com, Apps Script and Xero systems for SMBs and remote teams. 24 live automations in service across a UK private investment group and its portfolio.

Portfolio financial dashboard

Multi-tenant financial reporting that replaces the wait-for-monthly-accounts cycle with live, daily-syncing data. Pulls Xero data via Make.com, processes through Google Sheets and Apps Script, renders as a single live view with cache layer and a data freshness indicator (one-click refresh).

Stack: Xero → Make.com → Google Sheets → Apps Script

“So big shout out to Adrian. He has basically implemented it automatically speaking to Dext… transferring to a whole new system was just going to be absolute ballache and was irrelevant. There isn’t even one on the market which speaks directly to Dext anyway.”
Managing Director, portfolio events business Recorded board meeting, 2026. On a receipt-flow automation into Dext and a weekly low-stock alert built on their inventory software.
24
Production automations in service across finance, CRM, reporting and M&A workflows
~£3,540/yr
SaaS subscriptions retired and rebuilt on the internal stack
40+hrs/mo
Manual work eliminated across the portfolio
Conservative figure — several builds not yet measured
Production automation
Make.com scenarios and cross-system integrations
Live business dashboards
Apps Script, Google Sheets and Xero API engineering
Xero financial reporting
Recurring invoices, tracking categories, API integration
CRM workflows
HubSpot and GoHighLevel pipelines and automations
Email infrastructure
DNS, SPF, DKIM, DMARC and deliverability
Google Workspace
Admin, migrations, identity and policy
Adrian Rodriguez

Operations and automation engineer based in the Philippines, working remote. Currently in-house technology and automation lead for a UK private investment group and its portfolio of subsidiary companies across architecture, events and property verticals.

Board secretariat across five monthly entities plus quarterly governance for two holding companies; direct correspondent with the Group Chairman on governance matters.

Registered Chemical Engineer; six years in operations across utilities, SaaS and private investment.

If you’re an SMB founder waiting weeks for management accounts to know how the business is performing, or an ops lead burning hours each month copying numbers between tools that won’t talk to each other — that’s the gap I close.

Best fit: SMB founders and ops leads who need custom Make.com, Xero or Apps Script work, or remote-role hiring teams looking for senior ops/automation talent.
Email me →