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Seven processes an accounting firm should measure before automating

Start with document and information handling, while keeping professional responsibility clear.

01 / Document intake and collection

Measure time spent collecting attachments and requesting missing documents. Record channel count and follow-up frequency.

02 / Extraction, duplicates and assignment

Measure three separate activities: data extraction, duplicate checks and assignment to a company or project. Incorrect assignment may cost more than extraction itself.

03 / Reconciliation and approvals

The sixth process is resolving discrepancies. Measure active work separately from waiting for a decision. Escalation rules matter as much as automated extraction.

04 / Reporting

The seventh process is preparing reports and status summaries. Separate data collection from professional review. Automation can prepare the material; accounting and tax decisions remain with authorised people.

The question is not “WHICH AI SHOULD WE BUY?”

Start with the tasks your team should not have to do by hand.

Describe your business and process. Explore where a digital team could help, what capacity it might release and where to start.

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