
Sphynx Automation
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:
1. DIY Courses and templates $25-$2,500 2. Hourly coaching sessions $300/hour 3. Custom Automation Services / Projects $500-$15,000 (complexity-based)
Requirements:
1. Clear goal / solution you are pursuing 2. Documented workflows and processes 3. 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
24 reviews
Includes reviews collected via Zapier partner program. Shown with their source; only reviews checked by PartnerHire carry the verified mark.
- Jul 2025
Incredible Experience Sphynx Automation was referred to us by WealthBox to create an integration to export data into a spreadsheet. Due to the complexity of our request it required custom coding. The Sphynx team was nothing short of incredible. They thoroughly communicated through the entire process, went above and beyond to ensure the project was completed to our satisfaction and handled all of our requests with urgency and excellence. I can't recommend this team highly enough!
Cameron Earhart · Axiom StrategicCollected via Zapier partner program
- Jul 2023
Attention to detail, quick I had a short timeframe, relatively small project that included creating personalized contracts for about 100 contacts, including sending notification and completion emails to all parties. There was more complexity than I first assumed, which Sphynx identified and still got it done on time. They went above and beyond to add in some additional personalized features using multiple data sources and continued to troubleshoot and update the tool as I tested and implemented. 10/10 would recommend!
Jacquelin Liautaud · Tree Fort FinancialCollected via Zapier partner program
- Apr 2023
IF YOU'RE A SMALL BUSINESS OWNER - DON'T HESITATE Arielle and her team were extremely professional and quick to respond! Arielle was SO knowledgeable and went ABOVE AND BEYOND to give me everything I needed and made sure my integration was EXACTLY what I wanted! She was patient as she listened to me and was quick to offer suggestions even I hadn't thought of! the integration she put together will save me HUNDREDS of hours. If you are a small business owner struggling to keep up with the backend work - DON'T WAIT to contact Sphynx!
Amanda Werth · Amanda Werth SoftballCollected via Zapier partner program
- Apr 2023
An outstanding partner for financial advisors Sphinx has been core to streamlining my business and making it less time consuming to manage our processes. Everyone on the team is an absolute pleasure to work with and I'm so glad that they are there when I need them. I work in some pretty weird programs that were new to the team and they took it in stride and built me exactly what I needed.
Erica Ryberg · Montoya Wealth ManagementCollected via Zapier partner program
- Jan 2023
They make things happen! We worked with Sphynx to build us automations and it seemed like everything we asked for they found a way to do it. Highly recommend.
Carrie Litz · Anchor Pointe WealthCollected via Zapier partner program
- Jan 2023
Great to work with and knows their stuff! Sphynx Automation made it easy to build out my process through technology and automate it. Saves me tons of time and manual data entry error. The process of working together was straight forward and easy. Highly recommend!
Kelly Luethje · Willow Planning GroupCollected via Zapier partner program
- Jan 2023
They Really Know Zapier! I've had the pleasure of working the Sphynx Automation team, and I am very impressed with their knowledge of Zapier. They helped me fix a particularly challenging (to me anyway) Zap. And they also coached/educated me about how to use Zapier better in general, as well as giving me some really in-depth tips. Recommended!
Jim Schwarz · Unknown CompanyCollected via Zapier partner program
- Dec 2022
Best of the best They take time to really understand how you work, not just what the end result is. It's great to get a customizable plan with what you have and not a sales pitch to buy more services/products. They also share best practices from what they've learned in the industry. They are prompt, professional, and reliable.
Ashlee deSteiger · Unknown CompanyCollected via Zapier partner program
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