ERP Functional Consultant Financial Automation Expert AI Strategy & Research Business Systems Architect Agentic Systems Consultant

Financial Intelligence.
Built to Run, Learn, and Improve.

"I work at the intersection of financial systems, AI strategy, and research. Helping founders and teams see around corners before the problem becomes visible."
See What I Do → Start a Conversation
12+
Years Experience
68
Projects Delivered
5,400+
Hours on Upwork
$125K+
Billed · Upwork Clients
100%
Job Success Score
100%
Job Success Score · Upwork Top Rated
12+
Years in Finance & Systems
68
Projects Completed
The Specialist

12 years building financial systems. Now focused on what they look like when they also learn.

I started with the books: ERP systems, reconciliations, international accounting standards. Twelve years of understanding exactly how money moves through a business and where the system breaks down.

What I've always built: reporting infrastructure that runs without being triggered, automation that removes the human from the loop, systems that outlast the engagement. Now it has a name: agentic. The underlying logic was always the same. The tools are catching up.

I'm a finance professional with a BSc (Hons) from Oxford Brookes University and a strong foundation in international accounting standards. 12 years of hands-on ERP, automation, and financial systems work. 68 projects. 100% job success. Pakistan-based. Remote-first, with clients across the US, UK, and beyond.

Alongside client delivery, I've been actively researching agentic AI: persistent memory systems, multi-model orchestration, and self-improving loops, multi-model orchestration, and self-improving loops. Not yet in client deployments, but close enough to understand where this is going and what it means for the businesses I work with.

🏢 ERP Implementation
Full ERP rollouts: finance modules, fixed assets, workflows, data migration, and team training across industries from manufacturing to real estate.
📊 Financial Reporting & BI
Power BI dashboards and automated reporting pipelines that turn raw accounting data into real-time KPIs. Built once, running forever.
🤖 AI Integration
Connecting AI tools to your actual business data: calendars, CRMs, ERPs. They give real answers instead of generic ones.
Services

What I Deliver

Four focused areas built from 12 years of hands-on work. Each one designed to remove a specific, recurring pain from your operations.

🏢
ERP Implementation & Data Migration
Full ERP rollouts with a clean go-live. Finance module setup, fixed assets, custom workflows, and hands-on team training. Where most implementations fail is data. I handle migration from Excel, QuickBooks, or legacy ERPs with validated, structured files that don't delay your launch.
From $3,500 · Project-based
SAP Business OneOdooFinance ModulesData MigrationTeam Training
📊
Financial Reporting Automation
Your finance team shouldn't spend a week rebuilding the same report. I automate the entire reporting pipeline: from QuickBooks, Xero, or SAP into live Power BI dashboards your leadership can act on. Monthly close goes from days to hours, every time.
Setup from $2,000 · Retainer from $500/mo
Power BIQuickBooksXeroSQLETL PipelinesCFO Dashboards
🔌
AI Integration & Workflow Automation
Your AI tools give generic answers because they can't see your actual business data. I connect AI assistants to your CRM, calendar, ERP, and ops using MCP integrations and n8n workflows. Agents can check stock, book appointments, and update records in real time.
From $1,500 · Project + optional monthly management
MCP Integrationsn8nAI AgentsMakeZapierOpenRouter
Revenue Operations Automation
Most businesses spend heavily to generate leads, then lose them to a slow response. I build AI-powered revenue operations systems: instant lead response, automated qualification, CRM enrichment, and appointment booking. Your pipeline moves at the speed of intent, not the speed of your inbox.
Setup from $2,500 · Retainer from $400/mo
Revenue OperationsPipeline AutomationLead QualificationCRM IntegrationSpeed to LeadAppointment Booking
Clients

Who I've Worked With

68+
Projects Completed
5,400+
Hours Delivered
100%
Job Success
Agentic AI
Active Research
Real Estate Investors & Property Managers
Small Business Owners (5–50 employees)
Manufacturing & Distribution Companies
Law Firms, Clinics & Compliance-Heavy SMBs
Accounting Firms & Bookkeepers
Service Businesses: HVAC, Dental, Immigration
What Clients Say

Verified Client Reviews

"
"Kamal is fantastic. He constantly communicates throughout the process, achieves the agreed deadline and his quality of work is second to none."
★★★★★
Verified Upwork Client · 5.0 / 5
"
"Excellent work. Kamal took a very difficult request and like magic made it work perfectly. It was a complex legal issue that needed very detailed and complex financial reporting."
★★★★★
Verified Upwork Client · 5.0 / 5
"
"Kamal was very knowledgeable and professional when dealing with our reporting requests. Would definitely hire for similar projects in the future."
★★★★★
Verified Upwork Client · 5.0 / 5
"
"Good work done on the project and deliverables met as per expectations. Experienced Excel expert. Understands project requirements and always delivers on time."
★★★★☆
Verified Upwork Client · 4.6 / 5
Career History

12 Years of Execution

A consistent track record of delivery across ERP implementation, financial automation, and systems consulting. Pakistan-based, remote-first, clients across the US, UK, and beyond.

ERP Functional Consultant
Blue i Systems
Jan 2021 – Present
  • Leading SAP Business One / HANA implementations across finance, fixed assets, and reporting modules
  • Custom workflow design, data migration, and hands-on finance team training
  • SQL-based data analysis and ERP performance optimization across manufacturing, real estate, and services
Independent Consultant, Financial Automation & ERP
Upwork · Top Rated
Apr 2014 – Present
  • 68 projects · 5,400+ hours · 100% Job Success Score across financial automation, Power BI, advanced Excel, and ERP reporting
  • Long-term clients across fleet management, real estate, manufacturing, and professional services
  • Multiple active long-term engagements · Previously founded ACCAHelp.com, one of the largest global ACCA student communities (2008–2018)
Senior Consultant
Smarta Systems
2014 – 2015
  • ERP support, bookkeeping, and workflow automation for global SMEs
  • Monthly close, reconciliations, and system integration advisory across multi-entity clients
Notable Projects

Work That Speaks

Fleet Operations Intelligence Platform

Built and maintained the core reporting and analytics infrastructure for one of North America's leading telematics companies, trusted by Fortune 500 fleets. The system underpins reporting and reconciliation for a business processing $12M+ in annual recurring revenue, replacing a fully manual billing and operations process. Running continuously for 5+ years with zero handover.

Duration2020 – Present
Client Scale$12M+ ARR
ImpactManual days → real-time
TypeLong-term retainer
★★★★★ Long-term · Ongoing
Enterprise Excel Automation

Long-term automation engagement delivering macro-driven reporting systems, eliminating manual data processing and reducing cycle time by 60%. One of the highest-hour engagements in the portfolio, sustained over 5 years.

Duration2015 – 2020
Hours2,045 hrs
Impact60% process reduction
Rating5.0 / 5
★★★★★ 5.0 / 5
Automated Compliance Reporting: BCA 2022

Built a fully automated reporting system for a complex legal-financial reporting requirement. Described by the client as solving "a complex legal issue" with financial reporting precision.

Hours47 hrs
Period2024 – 2025
TypeFixed-price delivery
Rating5.0 / 5
★★★★★ 5.0 / 5
BI & Reporting Analytics: Excel Reporting Guru

Multi-year BI engagement covering Pivot Tables, Power BI dashboards, and executive reporting. 429 hours of sustained analytical delivery for a reporting-heavy enterprise client.

Hours429 hrs
FocusDashboards & BI
DurationMulti-year
Rating4.0 / 5
★★★★ 4.0 / 5
ation & Qualifications
🎓
ACCA: Advanced Studies
Association of Chartered Certified Accountants
🏛️
BSc (Hons) Applied Accounting
Oxford Brookes University
📜
Certified Accounting Technician (CAT)
The Professionals' Academy of Commerce

Technical Stack

ERP SystemsSAP Business OneSAP HANA Microsoft ExcelPower BIQuickBooks XeroSQLPython VBAPower Queryn8n Make (Integromat)ZapierLooker Studio MCP IntegrationsVAPI Voice AIOpenRouter Financial ModelingGAAP ReportingCash Flow Forecasting

One conversation can change direction.

12 years of financial systems work. 100% job success. Actively researching what agentic AI means for financial operations and strategic consulting. If your business runs on manual cycles: reports nobody trusts, data that lives in inboxes, tools that can't see each other. Let's build something that actually runs itself.

📍 Pakistan · Remote-first