For fintechs, payments companies, advisors and finance software teams
I automate client onboarding and reporting for fintech and finance teams.
I connect your CRM, ClickUp or project tool and your data, so a new client is set up, tracked and reported on automatically. A person on your team approves anything a client sees.
Best for: fintechs, payments companies, advisors and finance software teams that copy client data between tools.
$6,500 fixed, live in 10 business days.
Built for Almond, Acodei and alphaAI Capital · Top Rated on Upwork · 5.0 from 30 ratings
Your team copies client data between four places.
A lead fills a form. Someone adds them to the CRM, creates the onboarding tasks, chases documents, and later builds the report by hand from a spreadsheet. Somewhere along the way a task gets missed or a number doesn't match.
What you get
| What you get | Priced alone |
|---|---|
| Pipeline mapLead to onboarded to reported, with each tool and owner | $720 |
| Lead intake to CRM or admin panelLeads land deduplicated, scored on rules you set, and assigned | $1,440 |
| Onboarding automation in ClickUp or your PM toolTasks, documents and reminders created per client | $1,920 |
| Draft client reportsReports drafted from your data on a schedule. The account owner approves before sending. | $1,920 |
| TrackingWebsite and email analytics in one place (PostHog or GA4) | $960 |
| Runbook and recorded walkthrough | $720 |
| Bonus: 30 days of fixes | $960 |
| Total if bought separately | $8,640 |
The offer
- Price. $6,500 fixed, half and half, or $5,850 upfront. If you started with the AI Roadmap, its $750 comes off this price. One flow only? The 5-Day Ops Agent Sprint is $3,500.
- Guarantee. Live by day 10, or I keep working at no charge until it is and refund $650. If it never goes live, you don't pay the second half. The clock starts when the deposit clears and I have access, and it pauses while I'm waiting on you.
Capacity. I run at most 2 builds at the same time, so I can hold these dates. The intake form shows the next open start date.
Founding clients: 3 of 3 slots left in finance.
The first 3 finance teams to sign up for this build get their first month of Ops Care free ($1,500) and the next open build slot. In return, you agree to a short case study:
- a 30-minute interview within 30 days of go-live;
- your company name and logo;
- the before and after results you're willing to confirm;
- one quote you approve.
You read and approve it before anything goes live. The free month starts once you approve the case study. Your 14 days of fixes start at go-live. If they end before you approve the case study, Ops Care isn't active in between unless you start it at the normal price. This ends when the 3 slots are filled or on Jan 31, 2027, whichever comes first. The price is the same either way.
What this costs you today
- A full-time engineer to build and maintain this costs about $11,330 a month in median salary (BLS, software developers, May 2025).
- This is $6,500, once, and you own it.
Proof
Almond, fintech
ClickUp management and strategy. Upwork review, 5.0: “Very smart, capable, patient and thorough. Will certainly hire again when a need arises.”
Acodei, finance software
Marketing site moved to an AI-native stack with an admin panel and built-in CRM features to manage enterprise leads. Upwork review, 5.0: “very skilled with web marketing and analytics.”
alphaAI Capital, investing app
Growth engineering for email marketing and centralized analytics across email, website and ads.
What clients say on Upwork
I highly recommend working with Diego. He is very skilled with web marketing and analytics and is just a generally smart guy to have in your corner.
Spectacular experience! Very smart, capable, patient and thorough. Will certainly hire again when a need arises.
Great experience. Super smart, capable, patient and very thorough. Look forward to hire him again and again.
What I build for you
How it works
Intake and a 15-minute call
Walk me through your last new client.
Pipeline map and scope
A pipeline map, then scope and deposit.
Live by day 10
The account owner approves anything a client sees.
Questions
Do you touch money movement or compliance systems?
No. I work on the ops layer around them: CRM, tasks, documents, reporting.
We're on HubSpot, Salesforce or a custom CRM.
I check API access on the call.
Security?
It runs in your accounts with the access you grant. I document every credential and hand them back at the end.
Put a number on it
Walk me through your last new client, from first email to first report.
See if your team qualifiesA few questions first. Then you can pick a call time.