Regional Accounting Firm
The Friction
Staff spent 12+ hours weekly on manual document review, data entry from client forms, and monthly reporting compilation. The firm was turning away new clients because they didn't have the capacity to onboard them.
Growth capped by operational capacity, not demand.
The Solution
We deployed intelligent document processing for tax returns and financial statements, automated client intake workflows that pre-populated their practice management system, and built AI-powered reporting pipelines that reduced monthly compilation time from 8 hours to 45 minutes.
The Result
A 50-person firm now has 500+ hours of recovered capacity per week. They've onboarded 30% more clients without adding headcount, and the implementation paid for itself in five weeks.