Accounting Practice — Brisbane
Automate document collection and close month-end faster.
An agent collects, classifies and follows up on client documents, so the team starts with organised files.
Month-end turnaround
- Before
- 5days
- With AI
- 2days
The practice added 14 clients the following quarter with the same headcount.
Read the storyClose the story: Month-end collection
The challenge
First of the month used to mean five days of chasing. “Just following up on those receipts.” Half the clients replied late. A quarter didn’t reply at all.
The outcome
Month-end went from a five-day slog to a two-day formality. The practice picked up 14 new clients the following quarter — with the same headcount.
What changed
This time, the agent sent every client a personalised document checklist three days before close. As files came in—emails, photos of receipts, forwarded PDFs—it classified each one, matched it to the correct job code, and filed it. When something was missing, it followed up. Politely. Persistently. Without being asked.
Day one: the team walked in with clean, organised packs for 80% of the book. No chasing. No begging. No “sorry, I forgot.”