# Sphynx Automation — agency on PartnerHire

> Sphynx Automation helps RIAs, Financial Planners / Advisors and other service-based financial professionals like accountants, bookkeepers and CPAs save time…

**Canonical page:** https://partnerhire.com/provider/sphynx-automation
**Type:** agency
**Location / serves:** United States, Florida
**Rating:** 5/5 from 24 reviews
**Partner tier:** Gold

## What they do

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

## Tools & platforms

Zapier

## FAQ

**What does Sphynx Automation do?**

Sphynx Automation helps RIAs, Financial Planners / Advisors and other service-based financial professionals like accountants, bookkeepers and CPAs save time…

**What tools does Sphynx Automation specialize in?**

Sphynx Automation works with Zapier.

**Who is Sphynx Automation a good fit for?**

Sphynx Automation is a good fit for growing businesses that need a team to deliver.

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_Source: PartnerHire. Last updated 2026-09-11T02:31:57.182+00:00. Verify current details at the canonical page above._