Unlock $100K+ in RevenueWith AI Systems Built for CPA & Tax Firms
Real Results · Real Firms
How one mid-size accounting firm improved operations in 90 days.
5×
Faster AR Recovery
vs. manual follow-up
12d
Avg. Collection Time
was 60–90 days
<2m
Client Response Time
was several hours
Before
Manual operations, ad-hoc systems
- ×Client messages left unanswered for hours
- ×No CRM — records scattered across email and spreadsheets
- ×Invoices aging 60–90+ days with no recovery sequence
- ×Document intake ad hoc and non-compliant
- ×40%+ of staff time consumed by admin work
After
Automated systems running daily
- ✓24/7 AI message triage with sub-2-minute responses
- ✓CRM built — centralized records, full audit trail
- ✓AR automation with 30/60/90-day recovery sequences
- ✓Digitized document intake with compliance auditing
- ✓Admin burden reduced to under 12% of staff time
Identity protected under NDA · Individual results vary based on firm size and operational baseline.
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