Client details anonymized. Figures are from a representative engagement; your free consultation includes projections specific to your workflows.
The problem
A 12-person accounting practice serving SMB clients won a batch of new accounts and suddenly faced four times the monthly invoice volume. The choice looked like: hire two juniors, or turn work away.
What we deployed
- Invoice Processing Agent — line-item extraction, GL coding suggestions and approval routing straight into their ledger software
- Accounts Reconciliation Agent — bank-to-ledger matching with explained breaks for reviewer sign-off
Results after 90 days
- 4x invoice volume handled by the same headcount
- 92% of invoices coded correctly on first pass, human-reviewed
- Month-end close shortened by 4 business days