How an Accounting Firm Cut Admin Time by 70% With AI Automation
Client Context
A boutique accounting and payroll services firm in Singapore managed dozens of SME clients. The team was drowning in manual reminders, document chasing, and repetitive reporting.
Staff spent hours each week emailing clients for missing invoices, following up on WhatsApp, and preparing reports that often needed multiple revisions. The partners knew this admin load was eating into profitability and keeping their staff from doing higher-value advisory work.
The Challenge
During our discovery session, the partners outlined four critical pain points:
Staff wasted hours chasing clients for missing documents every month.
Reminders and follow-ups were manual, inconsistent, and often late.
Reports had to be prepared and checked repeatedly, wasting billable hours.
The team felt bogged down by admin instead of focusing on client relationships.
One partner put it plainly: “We weren’t growing because we were too busy chasing paper.”
Our Solution
We designed an AI-powered workflow automation system tailored for professional services. The solution:
Sent automated, personalized reminders to clients for documents and approvals.
Created a smart filing system to sort and store client files automatically.
Pre-filled financial and payroll reports using AI, ready for staff review.
Integrated directly with their existing accounting software, ensuring smooth adoption.
The goal wasn’t to replace staff — it was to free them from repetitive admin so they could focus on advisory work and client satisfaction.
The Results
Within weeks of launch, the firm saw dramatic gains:
70% reduction in time spent chasing clients.
Reports prepared twice as fast, with fewer errors.
Staff saved 100+ hours per month, redirected to billable client work.
Clients noticed faster turnaround times and clearer communication.
As the managing partner said: “It feels like we hired two extra staff, without the overhead.”
Why This Matters for You
If you run a professional services firm — whether accounting, payroll, or legal — you know how much admin drains your team. The hours spent chasing documents, sending reminders, and preparing repetitive reports are hours you’re not billing or growing.
This case study shows how AI can eliminate admin bottlenecks so your staff focus on higher-value work, client satisfaction improves, and your margins expand.