DK Ops Automation LLC
Streamline Your Operations with Tailored Automation Solutions
Practical Automation. Real Results.
DK Ops Automation LLC is led by Derek, a finance operations automation specialist focused on helping independent RIAs streamline recurring billing and reporting workflows. After building high-impact Excel/VBA automation tools at JPMorgan—reducing daily exceptions by 50–70%—Derek now brings that same disciplined, repeatable systems approach to growing advisory firms.
We specialize in transforming manual export-and-spreadsheet processes into structured workflows with built-in checks, reconciliations, and exception dashboards. The goal is simple: reduce errors, eliminate rework, and make billing month boring again—without requiring new software purchases or major system overhauls.
Our Services
Billing Workflow Automation & Fee Calculation
Automate your entire billing process from data collection to fee calculation. Our solutions eliminate manual billing tasks, reduce errors, and ensure accurate fee calculations every time, allowing you to close billing cycles faster and with greater confidence.
Data Cleanup & Exception Dashboards
Keep your operational data clean and organized with automated data cleanup processes. Our exception dashboards provide real-time visibility into anomalies and issues, enabling you to quickly identify and resolve problems before they impact your business.
Monthly Reporting & Workflow Optimization
Generate comprehensive monthly reports automatically and optimize your operational workflows for maximum efficiency. We design repeatable, scalable processes that reduce manual effort and ensure consistent, accurate reporting across your entire organization.
Start with the 14-Day Billing Automation Sprint
Billing & Ops Automation for Independent RIAs
Our 14-Day Billing Automation Sprint is a focused, fixed-scope engagement designed to turn manual billing and reporting processes into a structured, repeatable workflow. We work within your existing spreadsheets and custodian exports to build automation, validation checks, and exception visibility—without requiring new software.
- Reduce manual billing work by 10–30 hours/month
- Improve accuracy with automated checks and exception flags
- Ongoing monthly support available after implementation