About
Sphynx Automation helps RIAs, Financial Planners / Advisors and other service-based financial professionals like accountants, bookkeepers and CPAs save time and make more money by implementing custom automations into their unique, existing processes. Service / Products: • DIY Courses and templates $25-$2,500 • Hourly coaching sessions $300/hour • Custom Automation Services / Projects $500-$15,000 (complexity-based) Requirements: • Clear goal / solution you are pursuing • Documented workflows and processes • A single point of authority Common Applications: Wealthbox, Redtail, Quickbooks, Calendly, Acuity, Mailchimp, MailerLite, Dubsado, Kajabi, Process Street, Jotform, Trello, Hubly, Asana and more
Reviews
5.0 (3)“Sharp, fast, and genuinely strategic. They scoped the work clearly and shipped exactly what we needed — no hand-holding required.”
“We saw ROI within the first month. The whole team felt like an extension of ours, not a vendor.”
“Thoughtful, reliable, and great communicators. Would absolutely work with them again on the next phase.”
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