HFS
Modern Accounting and Finance
Powered by AI
727-452-3651
ABOUT US
Hamilton Financial Services, LLC
Hamilton Financial Services goes into businesses of all sizes and replaces outdated accounting and finance processes with AI-powered systems — faster, smarter, and more accurate than a traditional team. We don't just advise. We come in and transform how your finances operate.
OUR SERVICES
AI-Powered Excel We embed AI directly into your Excel workflows — fixing formulas, building complex spreadsheets, and automating reports. Your team goes from average users to experts without any training.
AI-Powered Reporting We connect AI to your existing platforms — Salesforce, QuickBooks, and more — so your team can run and build custom reports instantly using plain language. No technical skills required.​
AI Process Automation Most finance teams are stuck doing the same manual work every week — pulling data, building pivot tables, formatting Excel files, running reports. It's repetitive, time-consuming, and completely unnecessary. We've taken that exact process — the kind that used to eat up an hour of a team member's day — and automated it entirely using AI. The result: a single button that builds your reports, populates your pivot tables, and delivers a finished Excel file in seconds.
AI Wins
Salesforce to Excel report automation (basic) — 40 min → 3 min (93% saved)
The manual process: log into Salesforce, build and update a report with specific filters, run it, export, repeat for a second report, create a new Excel workbook, drop each report in its own tab, write VLOOKUPs to cross-reference, format the file, and review.
The automated process: run a script. It pulls and updates both Salesforce reports, builds the Excel file from scratch, validates the data, runs the VLOOKUPs, returns conditional statements based on scenarios, and delivers a finished analyzed file — all in one shot.
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Salesforce to Excel report automation (advanced) — 90 min → 10 min (89% saved)
This is the bigger sibling of the first workflow. The script builds a structured workbook with 7–10 tabs, writes out procedures directly into the file, runs a Salesforce report, feeds that data into a Power BI report, and builds pivot tables with comment columns automatically. A process that demanded focused manual work across multiple platforms now runs hands-free.
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Excel troubleshooting and formulas — 75 min → 10 min per week (87% saved)
Most Excel headaches aren't one big problem — they're five small ones a week. A VLOOKUP that won't match because numbers are stored as text. Data that doesn't reconcile and you can't figure out why. A formula you need but can't remember the syntax for. Traditionally, each one means 10–15 minutes of Googling, forum-scrolling, or asking a coworker. With an in-Excel AI plugin, the same question gets answered in under 2 minutes — and you keep working.
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Procedure and SOP documentation — 2 hrs → 30 min (75% saved)
Good SOPs are what let you hire, delegate, and scale — but writing them is brutal. Instead of staring at a blank page, the new workflow uses Claude as a thinking partner: brain-dump the process in conversation, let Claude ask the clarifying questions, and then have it format the whole thing into a clean, structured document. The quality is higher because nothing gets forgotten, and the time investment drops by roughly 75%.
Bio
John DeLuca
With over 10 years of experience in corporate accounting, managing portfolios ranging from $100M to $1B, John has built and optimized finance functions at multiple Fortune 1000 companies. Now, he is taking that expertise and applying it to the world of AI — immersing himself fully in transformative technology to deliver the highest quality outcomes to your accounting and finance teams
