Automate your finances with Plaid, Notion, and Airtable. Securely fetch transactions, auto-categorize expenses, and get real-time insights—save hours and eliminate manual work.
I designed a robust automation system that connects directly—via secure Plaid integration—to your chosen bank accounts and cards. Every transaction is fetched on a recurring schedule, auto-categorized using a fully customizable set of rules (personal, business, income, expenses, or any bespoke tags you define), then instantly imported into your CRM of choice. For this case study, we used Notion for its flexibility and collaboration features.
No more manual CSV downloads, missed receipts, or reconciling accounts by hand. This engine works equally well for entrepreneurs, digital nomads, or established finance teams—seamlessly tracking both personal and business finances.
💬 Ready to automate your finances, save hours, and unlock true real-time insights? Send me a message—let’s put your money management on autopilot.
This automation was built using the following tools and platforms
"It was a real pleasure working with him. He responds quickly, picks things up easily, and communicates excellently. Our expectations were fully met, and after this first project, we will definitely work with him again. He is a real asset and a great collaborator, as he knows exactly what he can do and what is needed to get things done."
NLD
City-Play.nl
"Andrea was a joy to work with. Everything is possible and he is brimming with ideas. He approaches his work in a professional way and has a clear communication style via slack."
V S
Cosmopolitan Production Services
"Andrea and his team at King of Automation made a huge difference in how I acquire clients. He built an AI-powered pipeline that streamlined the entire process, making it significantly more efficient. Instead of spending hours manually searching for leads, qualifying them, and reaching out, the automation took care of it—helping me connect with the right people faster. Andrea really understands how to leverage AI for business growth, and I’d highly recommend him to anyone looking to improve their lead generation."
Ralph J.
Founder of Novatur Design
"Andrea is one of the best freelancers I've ever hired. He was prompt, professional, communicative about timelines and stayed right on track. I'm grateful for his work on this project and will be returning to him for my next automations."
Lucas H.
DLH Media
"Working with Andrea was a great experience! He delivered a YouTube tutorial for our company (Lido.app) that was clear, professional, and engaging from start to finish. Andrea’s communication was prompt, and he truly understood our goals - making sure every feature of our tool was showcased in a way anyone could follow."
Thomas A.
Lido.app
"Working with Andrea has been a game changer. We partnered to build a Notion-integrated AI agent, and he brought not just technical insight, but strategic thinking around real-world use cases across different industries. He’s fast, reliable, and truly understands how to turn AI into value. Highly recommend him if you’re looking to automate smart and scale fast."
Florian P.
Notis.ai
"What used to take me hours—digging through intricate financial research—is now handled in seconds by their AI agents. Since integrating with X for automated posting, my page has seen a noticeable increase in traffic and engagement. I highly recommend their services to anyone wanting to streamline their work and grow their online reach."
Simone Sala
"Andrea completely transformed the way I work. He didn’t just deliver results, he explained the how and the why behind the system, literally letting me the entire process so I can explore and develop my own automation further. This is exactly the quality I’ve been searching for in someone providing a solution."
Whisper Gretel
" Working with Andrea was above and beyond what I expected. I've never worked with anyone on Fiverr who was fully commited and engaged from the intial contact; the follow-up he's provided showed me how much he cared about my project and still does. Based upon our first consultation, I realized his company was the only one I wanted to work with...I cannot suggest working with him strongly enough!"
Michael Laine
Fiverr Client
" Andrea completely understood my requests and created an automated sales process, allowing me to plan and generate tailored sales scripts for each prospect. This significantly helped me reduce and optimize my time. If you’re looking for an AI automation wizard, Andrea is exactly the professional you need to save time and boost your revenue. I highly recommend reaching out to him with your request, he’ll always be available to listen and bring your ideas to life! "
Stefano L.
Head of Sales
" Working with Andrea has been an absolute pleasure. As an AI automation expert, he brings exceptional skills, professionalism, and creativity to every project. His ability to design and implement automation solutions is truly impressive, saving us both time and resources. He communicates clearly, delivers on time, and is always open to feedback. I highly recommend him and look forward to working together again! "
Juan B.
Founder of JB Consulting
"Andrea was very helpful and knowledgeable regarding the project. He tailored to my needs and helped me brainstorm to create the best possible solution. Despite being relatively new to AI automation, Andrea is an expert in this field and I would highly recommend him to others. I would use him again for another project as he taught me many new skills I can use in future projects.
Tiffany P.
Founder of Opia Intimates
"Thanks to King of Automation we transformed our marketing with an AI-driven pipeline that significantly boosted traffic and lead quality. Their expertise in finding bottlenecks in your systems is nothing but exceptional"
Luca A.
CEO at Contrago Digital LTD
"Before working with King of Automation, handling documents attached to emails was a constant bottleneck for our team. We were stuck doing manual data entry that slowed everything down. Andrea’s team came in, understood the problem quickly, and built a custom AI solution that completely removed the need for manual work. What used to take hours now happens automatically—and accurately. It’s been a huge lift for our workflow."
Giovanni Maria S.
Data Analyst at Amundi
"Working with Andrea was a very pleasant experience. He knows his material very well and does a great job communicating. Would recommend using him again if I ever need help with the project, Andrea was a great teacher as well."
Matthew L.
Account Executive at Odoo
"As the Founder of GhostCopEU, partnering with King of Automation to deploy a custom customer service chatbot on our Discord server was an outstanding decision. Their AI-driven solution now handles member inquiries around the clock, reducing response times and freeing our team to focus on community growth. Andrea and his team were proactive, communicative, and delivered exactly what we needed—highly recommended for anyone looking to level up their support operations."
Tommaso B.
Founder of GhostCopEU
As a Business Analyst at Deloitte, working with King of Automation made a huge difference. Their AI solution helped us quickly analyze research papers in PDF format, saving us hours of manual work. It was accurate, fast, and tailored to our needs. Andrea and his team were responsive and easy to work with. Highly recommended if you deal with heavy document analysis.
Simone S.
Business Analyst at Deloitte
Have a question or want to work together? Drop us a message!
