Examples
Workflows we build.
Real examples, and the time each one gives back.
01 Accounting
Accounting firm
16-tab financial workbook
Built in minutes, not a day
About 6 hours back per workbook
Audit team
Vendor report review
The workpaper is drafted before you open it
About 2 hours back per report
Tax practice
Tax season documents
Every form filed to the right client
About 8 hours back a week in tax season
Tax practice
Missing-document reminders
Clients know exactly what's missing
About 3 hours back a week in tax season
Audit team
Client checklists before fieldwork
Fieldwork starts with everything in hand
About 10 hours back per engagement
Tax practice
Tax projection drafts
A first draft before the client call
About 90 minutes back per client
02 Wealth
Wealth firm
Review meeting prep
The packet is ready before the meeting
About an hour back per meeting
Wealth firm
Account opening forms
Right the first time, not sent back
About 2 hours back a week
Wealth firm
Daily asset totals
Current before anyone asks
About 3 hours back a week
03 Insurance
Insurance agency
Open policy requirements
Every open item chased, every day
About 2 days faster per policy
04 Law
Law firm
Pre-bill review
Every bill follows the client's rules
About 12 hours back a month
Law firm
New matter intake and conflicts
Cleared the same day it comes in
About a day faster per matter
05 Real estate
Property manager
Monthly owner reports
Every owner's report drafted on day one
About 10 hours back a month
Construction company
Work-in-progress schedule
Rolled forward, not retyped
About 8 hours back a quarter
06 Any company
Marketing team
Weekly marketing scorecard from six systems
Filled in for you, every week
About 2 hours back a week
Any company
Client follow-ups
Nobody falls through the cracks
About 4 hours back a week
Any company
One workflow, tuned for cost
Same work, a smaller AI bill
About 70% off its monthly AI bill
Any company
Documents by email
The tracker updates itself
About 5 hours back a week
Any company
Meeting notes to tasks
Tasks in your system the same day
About 3 hours back a week