Industries
Workflow automation for cpa and bookkeeping firms
Accounting firms spend staff hours on the least billable part of the work: getting client documents into a usable form. Statements, invoices and receipts arrive in every layout, and the busy season makes it worse.
Book a free 20-minute callWork we would look at first
- Mixed bank statements turned into a standard Excel workbook with balances checked
- Client invoices and bills drafted into QuickBooks or Xero for review
- Client requests and documents sorted and routed to the right staff member
- Recurring client reports assembled from the same sources each month
How it starts
A free 20-minute call, then usually a fixed-price process audit ($4,500, 1–2 weeks) that ranks what to automate, with a rough cost and payoff for each. The best candidate becomes a pilot (fixed scope, 4–6 weeks, $12,000–$20,000) inside the systems you already use.
Related services
Invoice and AP entry · Reports and answers from your files · Customer and vendor requests
Further reading
Bank Statements to Excel for CPAs · Invoice Entry into QuickBooks
Want to talk through where your team's time goes? Book a free 20-minute call. No pitch; if automation is not a fit, we will say so.