Case Study · Professional Services
Ending manual data entry for an accounting firm
Document automation and reconciliation cut manual data entry 90% and recovered 18+ billable hours a week from clerical work.
- Client
- A mid-size accounting firm, 25 staff
- Market
- Phoenix, AZ
- Timeline
- 6 weeks to launch
Anonymized and illustrative of a typical engagement.
- 90%
- less manual data entry
- 18+ hrs
- billable time recovered weekly
- Wk 9
- break-even on the build
- 6 wks
- to launch
01 / The challenge
Where the time was going
- 01Skilled accountants spent hours keying numbers off statements, invoices, and receipts into the accounting suite. It was clerical work done by expensive people, and it was directly cannibalizing billable hours, especially in busy season.
- 02Reporting was the second drain. The same packages were rebuilt by hand every month, and any late document meant re-doing work.
- 03Errors from manual entry surfaced downstream as reconciliation headaches and client back-and-forth.
02 / The build
What we shipped
We automated extraction and routing with human review on anything ambiguous, then replaced manual reports with self-updating ones.
- 01Document extractionStatements, invoices, and receipts are read automatically, with fields extracted and classified by document type.
- 02Human review queueAnything below a confidence threshold is routed to a person to confirm, so accuracy stays high and the system learns from corrections.
- 03Routing into the suiteConfirmed data flows directly into the accounting suite, with no re-keying.
- 04Routine reconciliationStandard reconciliation runs automatically; exceptions are flagged for an accountant.
- 05Self-updating reportsMonthly report packages refresh from live data instead of being rebuilt by hand.
03 / The results
What changed
Busy season stopped meaning all-nighters.
Manual entry fell 90%, and the firm recovered 18+ billable hours a week that had been going to clerical work. Reports refreshed themselves, and entry errors dropped sharply, which cleaned up reconciliation and client communication.
- −90%
- manual data entry
- 18+ hrs
- billable time recovered weekly
- Wk 9
- break-even
“We stopped paying accountants to type. Busy season is finally about the work, not the keying.”
Managing Partner, accounting firm
04 / The stack
Built with, and what you own
The firm owns the extraction workflows, the review queue, the report templates, and the data, all on their own systems.
- Document Processing & OCRAutomatically extract, classify, and process data from any document type with AI-powered accuracy.
- AI-Powered Accounting & BookkeepingAutomate financial record-keeping, categorization, and reporting with AI that learns your business.
- Workflow AutomationStreamline repetitive business processes with intelligent automation that saves hours every week.
05 / FAQs
Questions about this build
How accurate is the extraction?
We set explicit accuracy targets and route anything uncertain to human review, so the system is fast where it is confident and careful where it is not.
Does it work with our accounting software?
Yes. We build around the suite you already use rather than forcing a migration.
06 / More
Other builds
Want a result like this for your team?
Name the work that is costing you the most time. We will map the build, show what is worth doing first, and what it costs. If there is no fit, we will say so.