I automate the parts of DTC finance that shouldn’t be a human job.

Hi, I’m Gerard. I build n8n workflows that recover money DTC brands are leaking through misbilled marketplace fees, manual reconciliation, chargeback paperwork, and a hundred other half-baked finance processes.

Most $2–15M brands run finance with three full-time roles worth of glue work: pulling CSVs, matching payouts, chasing disputed charges, formatting month-end reports. None of it should be a person’s job in 2026.

This channel is the public version of what I do for clients. Every episode breaks down one real, expensive finance problem and ships the workflow that fixes it. Free. JSON included. No paywall.

What I’ve built

• Multi-channel reconciliation (Shopify + Amazon + Faire + PayPal + Klarna)
• FBA fee audit + reimbursement claim packets
• Chargeback evidence builder (auto-PDF with shipping + order history)
• Cash-flow runway forecaster pulling from Mercury + Stripe
• 50+ more workflows in the templates library

Who I work with

I work primarily with accounting firms serving CPG/DTC brands $2–15M ARR. The workflows on this channel are the kind of thing your bookkeepers don’t have time to build but desperately need. If you run a firm and want one of these installed across multiple clients, I do that as a partnership — not as a competitor to your team.

I also work directly with in-house finance leads at DTC brands who want one of these installed on their own stack. Either way: fixed scope, 2 weeks, paid install. See work with me.