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Ops and Finance Automation Guide

Feb 13, 2026

Reduce admin overhead with selective automation.

Ops and finance guide

Lean automation for consultants.

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Related Tools and Stacks

Tools referenced in this guide

C
CreateMySOW

Lightweight SOW generator. Define scope, set deliverables, export. Done in 5 minutes, not 5 hours.

81/100
CA
ClickUp AI SOW Generator

AI-assisted SOW drafting inside ClickUp. If you already use ClickUp for delivery, your SOW feeds directly into project setup.

79/100
LS
Looker Studio

Free dashboarding from Google. Connect data sources, build shareable reports, deliver recurring client dashboards at zero cost.

77/100
A
Apollo

The most intelligent lead generation platform. Build lists → enrich data → reach out. 250M+ contacts with workflow-first filtering.

76/100

Stacks that include these tools

Client-Getting Stack

Solo consultant · Acquisition

4 steps
Operations Stack

Fractional advisor · Finance

4 steps

More Playbooks

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The AI Stack for Solo Consultants

5 minutes on Curalo vs 5 days of research. A complete AI-powered stack for lead gen, proposals, and delivery.

Feb 14, 2026
Choosing a Proposal Workflow That Thinks Like You

From scope draft to signed agreement. How to pick proposal tools that match consultant workflows, not sales workflows.

Feb 14, 2026
Building a Client Reporting Workflow

Turn meeting conversations into client deliverables without the busywork. Meeting capture → dashboards → automated reports.

Feb 14, 2026
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