CASE STUDY · Accounting team
Staff review only the exceptions
An accounting team that takes on new bookkeeping clients and posts their work to QuickBooks. Each new client arrives with bank statements in different formats.
3.5xtime saved per client intake
WHAT CHANGED
Each role, before and after.
Staff
- Current state
- Cleaned every bank export by hand before review
- Tech gap
- Different bank formats and no shared client rules
- Result
- Upload statements as PDF, CSV, or spreadsheet and get rows parsed and classified
Reviewer
- Current state
- Found duplicates and transfers late, during reconciliation
- Tech gap
- No check for duplicates or transfers before review
- Result
- Reviews only the exceptions, with duplicates and transfers already flagged
Firm
- Current state
- Staff repeated reviewer corrections by hand the next month
- Tech gap
- Corrections were not saved for the next run
- Result
- Approved corrections become client rules, and approved work posts to QuickBooks
HOW IT WORKS
Statements arrive ready for review
- 01
The system parses statements
PDF, CSV, or spreadsheet files from new client intake
- 02
The system checks and classifies rows
Duplicates and transfers flagged, accounts suggested
- 03
Staff review the exceptions
Staff review the exceptions and approve.
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