Accounting firm automation: start where it hurts most.
Every business in this line of work runs on a few processes that eat the same hours every week. These are the ones our catalogue already covers, with conservative estimates, and the creator turns your own description into a spec a person prices in writing.
Where businesses like this usually start
Document intake for accounting firms
Client documents arrive by mail and photo, get read, sorted and filed, and clients are chased for what is missing before the deadline, not after it.
~30h back per month, conservative estimateSoft collections
Overdue invoices get a polite, escalating reminder sequence and you get a weekly picture of who owes what. Firm, never rude, always approved copy.
~10h back per month, conservative estimateCash-flow guard
Invoices, due dates and each payer's real habits become a rolling 90-day forecast, with the gap flagged weeks before it lands.
~6h back per month, conservative estimate
Common questions
- What does Accounting firm automation cost?Catalogue prices start at $490 for a single delivered workflow; the fixed price for your case comes from a conversation or a paid audit ($290 remote, credited toward the project), in writing, before any work starts.
- Do we need to change the systems we already use?No. Automations are built against the systems you already run - the creator has a list from BaseLinker and Comarch to Microsoft 365 - and anything with an API or a mailbox can be connected.
- Who is responsible when the automation acts?Every automation we deliver runs with a written spec, a full run record, an approval queue for anything that matters, and a signed proof afterwards. A person stays in charge of every consequential step.
The full catalogue, with prices and the ROI dial: browse the automations