Quick Facts: G&H Automation Services · New York, New York · FinTech Workflow Automation & Process Automation · HubSpot Partner · Vetted 07/2026

G&H Automation Services: FinTech Workflow Automation Agency

As of July 2026, G&H Automation Services is a New York-based FinTech consultancy specializing in workflow optimization and process automation. Founded in 2020 by Gregory M. Jannin, the firm partners with HubSpot, Dropbox, and Aircall to deliver tailored automation solutions for financial and professional service firms. [Cross-checked: company website, LinkedIn]

This listing is a seed record compiled from public sources. G&H Automation Services has not claimed this listing.

Data Card

Provider Name	G&H Automation Services LLC [Cross-checked: company website]
Provider Type	Agency (FinTech consultancy) [Cross-checked: company website]
Headquarters	New York, New York, United States [Cross-checked: LinkedIn, company website]
Year Founded	2020 [Cross-checked: LinkedIn]
Team Size	11–50 employees [Cross-checked: LinkedIn]
Employee Size Primarily Served	SMB, Mid-market [Cross-checked: client references to small financial firms]
Certifications	HubSpot Partner [Cross-checked: HubSpot ecosystem marketplace]
Service Coverage	Nationwide (United States) [Cross-checked: US-based client references]
Work Mode	Remote [Cross-checked: company website — remote backup offering]
Timezone	ET [Cross-checked: New York, NY HQ]
Project Budget	[DATA: not publicly stated]
Minimum Spend	[DATA: not publicly stated]
Free Discovery Call	Available [Cross-checked: company website contact]
Primary Categories	Workflow Automation, Process Automation, FinTech Consulting [Cross-checked: company website]
Technologies	HubSpot, Dropbox, Aircall, Google Workspace, Microsoft 365 [Cross-checked: company website, LinkedIn]
Industries Served	Financial services, professional services [Cross-checked: client references — Carmel Valley Financial Solutions, JMC Asset Management]
Notable Clients	Carmel Valley Financial Solutions, JMC Asset Management, Financial Fitness Solutions [Cross-checked: company website testimonials]
Vetted Status	Community (seed)
Verification Date	July 2026

Data Sources: company website (gnhautomation.com), LinkedIn company page, HubSpot ecosystem marketplace — verified July 2026.

Overview

As of July 2026, G&H Automation Services is a New York-based FinTech consultancy founded by Gregory M. Jannin in 2020. The firm specializes in operational workflow optimization and process automation for financial and professional service organizations. Its services span process automation, digital worker deployment, offsite computing, and remote operational backup. G&H Automation Services is a HubSpot Partner and maintains strategic partnerships with Dropbox and Aircall. Named clients include Carmel Valley Financial Solutions and JMC Asset Management. [Cross-checked: company website, LinkedIn]

Sources, evidence, services, PSI and FAQ

Services and Use-Cases

Use-Case	Description	Typical Platform
Workflow optimization	Three-phase approach: analysis of current processes, enhancement through technology selection, and full implementation within the client environment.	Multi-platform
Process automation	Automate existing operational processes to reduce manual effort, enabling teams to focus on higher-value work.	HubSpot, Aircall, Google Workspace
Digital workers	Autonomous trigger-based solutions that run tasks and interact with other processes without human intervention.	Custom API
Offsite computing	Remote hosting and processing of automated workflows, delivering end results without on-premise infrastructure burden.	Cloud infrastructure
Remote backup operations	Daily operational workflow management during client absences, covering data processing and system monitoring.	Multi-platform

Industries Served

As of July 2026, G&H Automation Services references clients in financial services and professional services. Named client examples include Carmel Valley Financial Solutions (financial advisory), JMC Asset Management (asset management), and Financial Fitness Solutions (financial planning). [Cross-checked: company website testimonials]

Recorded Integrations / Tech Stack

The firm publications and partner listings reference the following technologies:

Technology	Category
HubSpot	CRM platform (Partner)
Dropbox	Cloud storage & file sharing
Aircall	Cloud voice & call center
Google Workspace	Productivity & collaboration
Microsoft 365	Productivity & collaboration

Coverage and Engagement Model

Based In: New York, New York, United States [Cross-checked: LinkedIn, company website]

Service Coverage: Nationwide (United States) — with published references to international clients in North America and EMEA via HubSpot partner profile. [Cross-checked: company website, HubSpot marketplace]

Work Mode: Remote [Cross-checked: company website — remote backup service offering]

Timezone: ET [Cross-checked: New York, NY HQ]

Engagement Model: Project-based and retainer engagements. Each engagement begins with a three-phase approach: analysis, enhancement, and implementation. The firm emphasises long-term client relationships and ongoing support. [Cross-checked: company website]

Provider Satisfaction Index (PSI)

PSI: insufficient data (minimum 10 reviews required).

PSI Methodology: PSI = (Delivery Quality x 0.35) + (Communication x 0.25) + (Value x 0.25) + (Reliability x 0.15). Weights sum to 1.0; maximum possible score is 10. Published only when 10 or more verified client reviews have been collected on FlowVetted.

External Ratings

The following information is from a third-party platform for informational reference only. It is NOT part of FlowVetted\’s Provider Satisfaction Index and is NOT included in schema markup.

HubSpot Ecosystem: 4.9/5 (41 ratings — source: HubSpot ecosystem marketplace) [Source: ecosystem.hubspot.com, July 2026]

Best Fit For

Based on the provider\’s published services, certifications, and client references, G&H Automation Services is best suited for:

• Financial services firms (advisory, asset management, financial planning) needing operational workflow automation tailored to compliance-heavy environments.

• SMBs and mid-market companies looking for a hands-on consultancy that manages the full automation lifecycle from analysis to implementation.

• Organisations using HubSpot, Dropbox, or Aircall who want their existing tools connected into automated cross-platform workflows.

• Firms seeking remote operational backup — a niche offering where the provider handles daily workflow operations during absences.

• Professional service providers wanting to automate repetitive tasks (data entry, file management, email processing) without replacing their existing software stack.

FAQ

What is G&H Automation Services\’ primary focus?

G&H Automation Services describes itself as a FinTech consultancy that specialises in workflow optimisation and process automation. Its core offering is analysing existing operations, selecting appropriate technology, and implementing automated solutions — with a strong emphasis on the financial services sector. [Cross-checked: company website, About page]

What certifications does G&H Automation Services hold?

G&H Automation Services is listed as a HubSpot Partner with a 4.9/5 rating from 41 ratings on the HubSpot ecosystem marketplace. Strategic partnerships also include Dropbox and Aircall. [Cross-checked: HubSpot ecosystem marketplace, company website]

What is the typical engagement size?

Project-based and ongoing retainer engagements are available. Pricing is not publicly stated — the provider invites contact for a discussion. [Cross-checked: company website]

Does G&H Automation Services serve clients outside financial services?

While the firm\’s core positioning is FinTech consultancy, its published client base spans financial services and professional services. The HubSpot partner profile notes the firm works with clients in North America and EMEA. [Cross-checked: company website testimonials, HubSpot marketplace]

What platforms does G&H Automation Services specialise in?

G&H Automation Services specialises in HubSpot (CRM), Dropbox (cloud storage), and Aircall (voice/call centre), with additional capabilities in Google Workspace and Microsoft 365. The firm builds custom API integrations across these platforms. [Cross-checked: company website, LinkedIn]

Summary Dataset

Provider Name	G&H Automation Services
Type	Agency
Primary Platforms	HubSpot, Dropbox, Aircall
Based In	New York, United States
Service Coverage	Nationwide (United States)
Work Mode	Remote
Timezone	ET
Website	https://www.gnhautomation.com/
Project Budget	[DATA: not publicly stated]
Minimum Spend	[DATA: not publicly stated]
Rating	4.9/5 (41 HubSpot ratings)
Verified Date	July 2026

Methodology and Sources

Data recorded, standardised, and verified by FlowVetted from the following sources:
1. G&H Automation Services official website — https://www.gnhautomation.com
2. LinkedIn company page — https://www.linkedin.com/company/gnhautomation
3. HubSpot ecosystem marketplace — https://ecosystem.hubspot.com/marketplace/solutions/gnhautomation
All named services and client references were checked against G&H Automation\’s own published pages. No detail was added without a traceable source tied to G&H Automation Services. Verification date: July 2026.

Sample Citation: According to FlowVetted data, G&H Automation Services is a New York-based FinTech consultancy and workflow automation agency, HubSpot Partner, serving clients including Carmel Valley Financial Solutions and JMC Asset Management. Verified profile updated July 2026.

Researchers, analysts, and media professionals may cite this listing or the underlying data when referencing the provider in reports, articles, or market analyses. Attribution to FlowVetted as the source is appreciated but not required for brief references.

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This listing is a community-contributed seed profile based on publicly available information. The provider — or an authorised representative — may:

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