Niklas Steinfurth Finance & Data

Let's build finance automations and AI agents that do your work.

01 Are your finance operations still manual?

Your team becomes finance engineers: reviewing agents instead of doing the work by hand, and partnering with the business instead of catching up to it.

02 Does your data volume break Excel?

When the spreadsheets get too many, too heavy and too scattered, it's time for a proper system: a warehouse with models and tests, so the numbers stay reliable as you grow.

03 Not sure how to use AI in your finance department?

Not a chatbot bolted on the side. An agent that reads the invoice, matches it, drafts the entry and posts it to your ledger once someone approves.

Assets

What I bring
Finance & data experience4.5 yrs
Delivered so far2+ agent use cases live, FTEs saved
Forward deployedYour team, your systems
Hybrid backgroundFinance + engineering
Regulated environmentsExperienced
Total assetsReady to deploy

Liabilities

What I remove
Manual bookkeeping at volumeAutomate
Daily bank reconciliationAutomate
Receivables chased by handAutomate
Sub-ledgers that don't tie outRebuild
Close that slips every monthShorten
Total liabilitiesScoped per client

Past projects

Monta · 2026 AI agents for fraud investigation

Agents pull the evidence together and summarise the case; an analyst decides.

PythonLLM agents
Monta · 2026 Agent-assisted bank reconciliation

Agents propose the matches, a human approves every posting. Built on top of Business Central.

PythonLLM agentsBusiness Central
Monta · 2026 Business Intelligence 2.0: from dashboards to AI-first

Reviewed 100+ legacy dashboards, retired what nobody used and moved the surviving ~30 out of Tableau into version-controlled code.

SQLdbtGit
Monta · 2025 Business Central revamp

Introduced customer ledgers and invoice reconciliation in Business Central: roughly 5,000 invoices go out every month, built on 5m+ wallet transactions.

Business CentralSQLPython
Monta · 2024 Revenue and payments bookkeeping automated

Flows post straight from the source systems, with reconciliation checks that fail loudly instead of silently. Roughly one full-time role freed.

PythondbtDagster
Monta · 2024 VAT error rate from X0% to under 1%

Rebuilt the VAT logic and put monitoring on every wallet transaction, so wrong treatment surfaces the day it happens, not at year end.

SQLdbtSnowflake
Pleo · 2021–23 Safeguarding and e-money reconciliations

Daily reconciliation of safeguarded customer funds in a licensed e-money environment, and the controls around them.

SQLReconciliation controls

What a collaboration could look like

Hourly rate. Starts at implementation, ends at hand over. Non-finance data and automation work is welcome too, and for bigger builds I bring in Vlad Lazăr, a full-stack developer.

01 Intro call Your biggest pain points. Nothing to prepare.
02 Concept and proposal A concept and a price, sharpened together.
03 Implementation Built in your systems, with your team.
04 Hand over Docs, code in your repo, walkthrough with the next owner.

Prior experience

Monta Senior Finance Engineer
2024 – now
Pleo Regulatory Finance
2021 – 2024
Roland Berger Strategy consulting
2021
Copenhagen Business School MSc Business Administration & Data Science
2021 – 2023
University of Münster BSc Business Administration
2016 – 2020

Tools I like to use

SQLdbtPythonDagsterSnowflakeClaudeBusiness CentralGit