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Professional Services · 2024

Closing the books in days, not weeks

We automated document intake and reconciliation for a growing accounting firm, eliminating thousands of hours of manual data entry each quarter.

Client

Atlas Accounting

Headline result

40hrs saved per close

Engagement

4–6 weeks

The challenge

Atlas Accounting was running a critical part of their business by hand — slow, error-prone, and impossible to scale. The work was eating their team's time and quietly costing them money every week. They needed a system that could keep up without adding headcount.

Our approach

We mapped the full workflow, found the highest-leverage step to automate first, and shipped it in tight iterations. Human review stayed in the loop for anything sensitive, with monitoring and documentation built in from day one.

The outcome

  • 40hrs improvement in saved per close
  • Manual data entry eliminated end to end
  • System fully documented and owned by their team
  • Monitoring + human-in-the-loop guardrails in place

Ready to put your busywork on autopilot?

Tell us where your team loses hours each week. We'll map the workflow and show you exactly what AI can take off your plate — usually within one call.