Automation Developer

Solved by Tanna is a growing financial services firm providing accounting, controller, CFO, and business intelligence solutions to founder-led businesses. We believe in challenging the status quo, simplifying complex problems, and leveraging technology to deliver better results for our clients.

As we continue to grow, we're looking for an AI & Automation Developer who is passionate about building innovative technology solutions, improving business processes, and using AI to make businesses smarter and more efficient.

We're looking for a hands-on developer and problem solver who can take an idea and turn it into a working solution. As our AI & Automation Developer, you'll work directly with company leadership to identify opportunities for automation, develop AI-powered tools, and build integrations that improve how our team operates and serves clients.

This is a hands-on development role. You'll be responsible for taking projects from concept through development, testing, deployment, and ongoing maintenance. Some solutions may involve existing AI and automation platforms, while others will require custom code, APIs, or software integrations. We're looking for someone who is resourceful, technically capable, and excited to learn new technologies.

You also contribute to our longer-term vision of developing intelligent financial workflows and scalable software solutions. We're not looking for someone who simply uses AI tools. We're looking for someone who can build with them.

• Design, build, test, deploy, and maintain AI-powered tools and automated workflows.
• Write custom code, scripts, and integrations to connect business applications and streamline processes.
• Develop solutions using AI models, APIs, automation platforms, and other technologies.
• Build workflows that automate repetitive tasks, process information, and improve operational efficiency.
• Research and evaluate emerging AI technologies to identify practical business applications.
• Troubleshoot, improve, and maintain existing automations to ensure long-term reliability.
• Develop flexible, maintainable solutions that are not dependent on a single AI platform or vendor.

Partner with our accounting and operations teams to develop solutions such as:

• Automating Quick Books Online transaction matching and identifying discrepancies.
• Creating workflows that flag unusual transactions and route exceptions for human review.
• Automating the preparation and organization of month-end close work papers.
• Streamlining financial data collection, reconciliation support, and recurring reporting.
• Connecting accounting platforms with internal task management and reporting systems.
• Reducing manual data entry while improving accuracy and consistency.

• Develop integrations that keep client requests, task statuses, and follow-ups current in Click Up.
• Automate recurring administrative tasks, client onboarding activities, and internal handoffs.
• Build tools that consolidate information across multiple software applications.
• Collaborate with leadership and team members to identify inefficiencies and develop practical solutions.
• Support the development of internal AI assistants and other productivity tools.

• Build solutions that protect confidential financial and client information.
• Implement appropriate access controls, permissions, and separation of client data.
• Test and validate automations before deployment to ensure accuracy and reliability.
• Incorporate appropriate human review into financial workflows and AI-generated outputs.
• Monitor automations for errors, failures, and unexpected results.
• Document code, integrations, workflows, and maintenance procedures.
• Ensure solutions can be supported, updated, and improved as the company grows.

• 1+ years of hands-on experience developing software, AI-powered solutions, business automations, or systems integrations.
• Experience writing code or scripts to develop functional technical solutions.
• Familiarity with APIs, webhooks, and connecting multiple software platforms.
• Practical experience working with AI technologies or large language models.
• Demonstrated ability to build, test, troubleshoot, and maintain working automations or applications.
• Understanding of data security, access controls, testing, and responsible handling of confidential information.
• Strong analytical,…