A Back Office That Runs Itself
An accountancy and advisory firm whose back office grows with every new client, and wants that time back for client work.
The Problem
What’s holding it back
Every new client adds admin. Onboarding, chasing documents, keying data across systems that don’t talk to each other, following up invoices, answering the same questions again and again. It’s necessary work that wins no new business, and it’s either eating the team’s billable hours or forcing another back-office hire that’s pure cost. Most of what’s needed to handle it already lives in the firm’s systems. Nobody has the time to move it around.
The System
What we’d build
CEO Agent
Sits above it and shows the partners where time and margin are actually going, and which processes are quietly costing the most.
Operations
Runs onboarding, document chasing, approvals, data syncing between tools, and invoice follow-up end to end. The admin that happens between people and systems.
Analyst
Reconciles the numbers, flags what’s overdue or off, and produces the reports the partners used to put together by hand.
Front-Desk
Answers the routine client questions about status, documents, and billing instantly, and routes everything else to the right person with the full context attached.
Expected Impact
What this system would deliver
The repetitive back office handled around the clock, billable hours handed back to the fee-earners, and the next admin hire deferred or avoided. Live within weeks, with more of the work absorbed every month.
FAQ
Common questions
What back-office work can agents take on at an accountancy or advisory firm?
Client onboarding, document chasing, approvals, syncing data between tools, invoice follow-up, reconciliation, and the reports partners used to build by hand.
Is client data safe?
Every system is built privacy-first. Your data never trains external models, data handling is GDPR-aligned with a DPA available, and high-impact actions route to a person first.
Do we need to hire someone to manage it?
No. We operate the system for you, and it is designed to absorb the admin so the next back-office hire can be deferred or avoided.
Paying fee-earners to do admin?
Tell us where the manual work piles up and we’ll map the system that would absorb it, and what it would save you. You keep the plan whether you build it with us or not.