Process automation
Let software handle the repetitive admin.
Document reminders, collection workflows, status notifications — these are well-defined, repetitive tasks that software does flawlessly. That's the automation I build.
Where does time leak in an accounting firm?
Fifteen to thirty minutes of admin per client per month adds up fast: chasing documents, emails, checks. At 80 clients that's several full days a week — and most of it can be automated.
You send the same email over and over
'Please send the invoices, bank statement and closing documents' — to the same clients every month. Manual work that an automated reminder system would handle.
Documents arrive on different channels
Email, Drive, paper, WhatsApp — every client sends differently. Someone has to collect and organise by hand before the accountant can work.
Month-end close slips on missing data
It's not the VAT calculation that's slow — it's that documents are still missing. Every day of delay means stress and overtime.
Month-end brings a file avalanche
Sorting documents, renaming folders, hunting missing items. The accountant waits, and the assistant sorts on the weekend.
What I automate at an accounting firm
First we map out what eats the most time, then start with the highest-return processes. You don't have to do everything at once — step by step works fine.
Automatic document reminders
Clients receive scheduled emails or portal notifications about missing documents. No more chasing them by hand at the start of every month.
Document collection portal
Clients upload invoices, bank statements and other documents through a link. The system files them under the right client and month automatically.
Status notifications to clients
'Documents received', 'Bank statement still missing', 'Filing completed' — clients are updated automatically, fewer phone calls.
Internal deadline reminders
VAT, payroll, annual accounts — the team gets advance notice before deadlines approach. No more hunting through calendars.
Reports and dashboards
Which clients are missing documents, where the close stands, who's most loaded — internal reports assembled in one click.
What does automation cost?
Automation projects are typically smaller than a full system: a single process (say, document collection plus reminders) is live within a few weeks. Saving one hour of admin a day adds up to several weeks of working time per year.
Use the price configurator to outline your needs in a few minutes and get an instant ballpark figure.