About
Business-first automation built on finance experience.
Coastal Workflow is a founder-led consultancy helping small businesses improve the way work gets done: reporting, follow-up, handoffs, admin tasks, and AI-assisted workflows.
Luke Harvey
Founder
Why Coastal Workflow exists
Small businesses are often told they need more software. In reality, many already pay for useful tools — they just do not work together. Coastal Workflow helps identify the manual steps, reporting gaps, and disconnected systems that create unnecessary work, then builds practical automations around the business you already run.
Built from finance and operations experience
Founder Luke Harvey has spent his career across corporate finance, public accounting, wholesale distribution, and hospitality — roles where accurate reporting, timely reconciliations, month-end close, compliance, and clean data flow mattered every day. He built systems that helped his own teams work better, and that experience shapes how Coastal Workflow builds for clients: useful, reliable, documented, and tied to business outcomes.
Founder-led and practical
When you work with Coastal Workflow, you work directly with the person reviewing your process, designing the solution, and building the workflow. The goal is not to overwhelm you with technology. The goal is to create systems your business can actually use.
How Coastal Workflow builds
The toolset flexes to the project: workflow automation platforms, spreadsheets, dashboards, APIs, local AI tools, and custom scripts where needed. The technology should fit the problem, not the other way around.
- Claude (Anthropic)
- Zapier
- Make
- n8n
- Python
- Airtable
- Google Workspace
- Microsoft 365
- QuickBooks exports and reporting workflows
- Local AI systems where appropriate
Local roots, broader reach
Coastal Workflow is based near Charleston and serves small businesses locally, across the Southeast, and remotely.