Pennylane, invoicing and reconciliation
Customer creation, invoice generation, payment tracking, reminders, internal notifications and pre-send checks.
n8n consultant for SMBs
I design, deploy and document n8n automations that connect CRM, invoicing, messaging, reporting and business APIs. The goal: less manual re-entry, more control, and a team that can operate the system after delivery.
When n8n is useful
n8n is useful when your processes are clear enough, but your tools still do not talk to each other properly. I use it as an orchestrator: trigger, business rules, API calls, human validation and alerts.
You have data moving between CRM, invoicing, spreadsheets, email or Slack.
A sync error can block an invoice, a follow-up or a reporting workflow.
You want to own your workflows, API keys and hosting.
You need a supervisable system, not a magical automation no one can maintain.
Use cases
Customer creation, invoice generation, payment tracking, reminders, internal notifications and pre-send checks.
Inbound lead routing, enrichment, scoring, sales alerts, follow-ups and synchronization between CRM and field tools.
Deployment on a European VPS, environment variables, backups, monitoring, updates and operations documentation.
Method
I favor short, named, documented and testable workflows. Critical steps keep human validation when business risk justifies it.
Triggers, incoming data, business rules, expected outputs and validation points.
Clear naming, internal notes, clean variables, error paths and operational alerts.
Production release, hosting if needed, monitoring, backups and recovery procedure.
Hands-on session, documentation and 30 days of follow-up on the delivered scope.
Path
This page focuses on n8n. The automation page covers overall scoping, hosting models and delivery commitments.