Monthly information arrives in separate emails
How we help
Create a recurring checklist and link received items to the relevant client and period.
Spend less time chasing client information.
Make recurring document collection and client onboarding more predictable, with a clear view of what is missing and what is ready for review.
The work that
slows your team down.
Ways we can help Accounting and Bookkeeping, using your team’s existing tools.
Staff chase the same missing documents
How we help
Prepare reminders for outstanding items only, using your approved schedule and wording.
The team cannot see which packs are ready
How we help
Update the checklist and assign the next task when the required documents arrive.
An example in your working day
A monthly client pack without the repeated chasing.
A bookkeeping client has sent invoices but not their bank statement. The workflow identifies the missing item, prepares a focused reminder and alerts the bookkeeper when the pack is complete.
- Create the checklist for the client and period
- Request only the outstanding information
- Hand the collected pack to the assigned bookkeeper
An example of how it could work. We agree the setup and approval steps with you.
Your team makes
the important decisions.
Your professionals review document quality, accounting treatment and filings. A complete checklist does not mean the accounts are approved.
We look at how you work today, connect the right apps and test what happens when something needs your team’s attention.
Services for
Accounting and Bookkeeping.
Start with the task that takes up the most time.
Start with one workflow
Book an Automation Consultation
We’ll review one repetitive task, look at the tools involved and recommend your next steps. Share a few details below to prepare for your automation consultation.
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