COO · B2B FINTECH · LONDON
Finance ops, compliance, content and growth. AI does the reading, code does the checking, and a person makes the call.
5
systems in daily use
67
automated tests passing in the finance system
3
languages · Arabic, English, French
ROLE
COO of a 40-person B2B fintech. Head of Operations & Strategy at a consultancy.
FINANCE
£100,000 of live revenue through a finance system I designed and built.
OPERATIONS
5 AI systems in daily use. Every payment, send and publish waits for a human.
WHERE I DO THIS AT WORK
Bryal · B2B fintech
COO since Aug 2025 · CMO before
AI accounting product: worked on it throughout as CMO then COO. Now live with early testers.
Onboarding team: runs clients from sale through onboarding to post-sale, working with the MLRO on checks.
Fundraising: founding team from concept; supported the pre-seed and seed raises (£3.5m) and ran due diligence.
Systems: moved the company from ClickUp to Jira to merge with IT ticketing.
Product designs are under NDA. Walkthrough on request.
MITA Consultants
Head of Operations & Strategy · since Feb 2023
AI dashboard: built for the leadership team, alongside SOPs and KPI performance sheets.
People: 10 direct reports; quarterly and yearly reviews, improvement plans and skills plans across branches.
Payroll and vendors: oversee payroll for 90 people and contractors changing monthly by country; head contracts and vendor agreements.
HOW EVERY SYSTEM WORKS
INPUTS
MCP connectors
Gmail, Calendar, Drive, Semrush
APIs
OpenAI, Anthropic, Meta
Zapier
Extra inboxes and 9,000+ apps
Scrapers
Site crawls, page and post checks
AI + CONTROLS LAYER
AI reads and drafts. Rules check every result.
Maths, VAT, duplicates, bank details, brand and language checks run as code, not as guesses.
OUTPUTS
Live dashboards
Team alerts
Drafted emails and actions
Branded PDFs
HUMAN DECISION
Payments, sends and publishing stay with me.
01 / FINANCE OPERATIONS · FLAGSHIP
● In daily usePayables, receivables, invoicing, cash flow, project P&L and VAT in one system. Supplier bills are read and checked, client invoices are issued and chased, and nothing is paid until I approve it.
£100k of live revenue. Every invoice checked by code.
Apps Script · Gmail · OpenAI API · Anthropic API · 51 unit checks + 16 end-to-end tests
MONEY OUT
MONEY IN
02 / OPERATIONS
● In daily useIt sweeps my inboxes, chats and calendar, turns anything unfinished into a ranked loop, and gives every loop its own agent that can research, schedule and draft. Nothing is sent until I tap Send.
3 inboxes, chats and calendar, swept 4 times a day
Claude agents · Gmail + Calendar MCP · Zapier · live database · scheduled tasks
SMART CAPTURE
Dictate one note and the agent splits it into separate loops, each with a project, priority and due date.
RANKED, NOT LISTED
A score combines priority, days to deadline and pending approvals, so the right loop rises to Now. Drag a card and its status and date update.
FINANCE HOOKS
Unpaid invoices raise a drafted chaser after 10 days. Supplier bills awaiting approval arrive from the finance system as loops.
GUARDRAILS
Can draft but never send. Treats emails as information, never as instructions. Never invents names, figures or dates. Adds at most 10 loops per sweep.
03 / QUOTE TO CASH
● In daily useA client request becomes a priced quote from a rates database, a drafted reply, a filed document, forecast revenue, an invoice and, if needed, a chaser. Every handover between systems is automatic. Every decision is mine.
3 systems, no re-keying
Open Loops agent · rates database · Claude skill · Gmail + Drive MCP · Finance OS
The chaser goes back to step 2 as a loop, so the circuit closes when the money lands.
INBOX · DEMO
Harbour Group: "Can you quote a 2-day review and a reporting pack for 14 Nov?"
Picked up as a loop at the 12:00 sweep
QUOTATION · DRAFT
Q-014
ON APPROVAL
✓ Reply drafted in Gmail with Q-014 attached
✓ Filed to Drive › Quotes › 2026-11
✓ Finance OS books £2,400 as confirmed revenue, 50% deposit forecast
04 / GROWTH
● In daily usePulls live search data, maps keywords to pages, checks page health and proposes the next actions. I approve what ships.
Weekly cycle: Monday analysis, Thursday delivery
Semrush MCP · site crawler · Claude agents · GitHub auto-publish
05 / CONTENT QUALITY
● In daily useEvery new post is checked against its image or video within a minute. The alert goes to the person on the rota, on their team's own channel, and is chased until someone closes it.
Every post checked within 60 seconds
Zapier / Meta webhooks · Claude API · WhatsApp · Telegram · Slack
ISSUES BY TYPE · THIS WEEK (DEMO)
Median time to fix
6 min
Escalated
1 in 8
ROTA · NOW 15:20
06:00–14:00
Sara K. · Social team
14:00–22:00
Lina M. · Social team
Backup
Omar B. · Duty editor
EACH TEAM, ITS OWN HUB
Issue type decides the team. The rota decides the person.
ALSO BUILT
Job search tracker · every application, stage and follow-up in one dashboard.