50+
Automated Reports
90%
Time Saved Monthly
100%
Accuracy Rate
Overview
This mid-sized accounting firm served over 50 small business clients, each requiring monthly financial reports. The manual process of extracting data from various accounting platforms, formatting reports, and sending them to clients consumed nearly a week of staff time each month. They needed automation that could handle multiple data sources while maintaining the personalized, branded reports their clients expected.
The Challenge
An accounting firm was manually generating monthly reports for 50+ clients, spending 3-4 days each month on repetitive data extraction, formatting, and distribution tasks.
Our Approach
- Built data connectors for QuickBooks, Xero, and other accounting platforms
- Designed templating system for customizable, branded PDF reports
- Implemented automated scheduling and distribution via email
- Created client portal for on-demand access to historical reports
- Added anomaly detection to flag unusual financial patterns for review
The Solution
We created an automated reporting pipeline that pulled data from multiple sources, generated branded PDF reports, and distributed them to clients on schedule—all with minimal human intervention.
"What used to take us 4 days now happens automatically overnight. It's transformed how we serve our clients."
Partner
Accounting Firm