A fixed-scope automation build for accounting and bookkeeping firms — the system chases client documents automatically and pulls the data into your workflow, so month-end stops being a paper-chase.
Automated, escalating client reminders by email; clients upload to a branded portal. Nothing gets forgotten — and nobody on staff plays collections.
Uploaded PDFs and receipts parsed into structured data and delivered into your existing tools, with a human-review queue for anything below confidence threshold.
One screen: which clients are outstanding, what arrived, what's been extracted, days-to-close.
Firms this size typically lose 15–25 staff-hours every month-end to document chasing and re-keying. At a $40 loaded hourly cost, 20 hours back is $800/month — payback in under four months, before counting the partners' time.Figures reflect the market pattern for 2–20-person firms; your pilot's measured numbers replace them.
Twenty minutes, no deck — a live walkthrough of the system on a real firm's setup.
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