Your firm runs on repetition: and that's automatable
Invoice processing, payment reminders, monthly reports, chasing clients for documents. The same routines every week. Automation handles them, freeing your team for the work clients actually pay for.
Start with an assessment →Common challenges
A typical week at an accounting firm
What can be automated at an accounting firm
Four examples that save hours every week. Each can be built in a day.
1. Invoice intake and sorting
Before: Invoice arrives by email. Someone opens it, checks the sender, enters the data into the system, and files the attachment. 5 minutes per invoice.
After: Automation recognizes the invoice, extracts the data (sender, amount, due date, reference), transfers it to the system, and files the attachment in the right folder.
Savings: 50 invoices/week × 5 min = 4 hours per week. Build time: 4–6 hours.
2. Monthly report compilation
Before: Friday afternoon. Someone collects numbers from three systems, builds an Excel, formats it, and sends it to the client. 1–2 hours per client.
After: The report compiles automatically on the last day of the month. Data is pulled directly from sources, formatted, and sent to the client.
Savings: 10 clients × 1.5h = 15 hours per month. Build time: 4–8 hours.
3. Payment reminders
Before: Someone goes through the due date list manually and sends reminders. Some are late, some get forgotten entirely.
After: Automation checks due dates daily. Reminders go out automatically at 7, 14, and 30 days overdue. Anomalies are flagged.
Savings: 2–3 hours per week + better cash flow. Build time: 3–4 hours.
4. Client document collection
Before: Bookkeeper emails a list of missing receipts. Client forgets. Follow-up. Client sends half. Follow-up again.
After: Client receives an automatic request for missing materials. Reminders go out on schedule. The bookkeeper sees the status in one place.
Savings: 30 min/client/month chasing documents. Build time: 4–6 hours.
What automation saves at an accounting firm
Example: 10-person firm, 200 clients. Invoice processing and monthly reports alone consume an estimated 25 hours of manual work per week.
Annual cost: 25h × 50 weeks × €25/h = €31,250 per year.
Automation cost: 20–40 hours of build work = €2,200–5,200 one-time.
Payback period: 1–3 months. After that, pure savings, every year.
One process or the whole operation?
One or two of these eat the most time
Automations: one process at a time, low risk. Typically a week's work, fixed price. First automation up and running within that same week.
All of these at once: the entire firm runs on Excel and email
IT Development: the entire operation is rebuilt in one go. From spreadsheets, emails and accounting software to one system you actually own. A months-long project, not weeks.
How to get started
Automations begin with an assessment: I go through your firm's daily workflows, identify repetitive routines, and prioritize them. The first automation is up and running within the same week.
I don't represent any automation platform. I choose the tool that fits your environment, whether that's your cloud platform's built-in tools, n8n, or a simple script.
Automations: see the service →
More examples: 10 automations you can build in a day →
Let's figure out your situation.
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