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CASE STUDY · Accounting team

Staff review exceptions instead of cleaning statements

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
    Reviewer corrections were repeated 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

Posts approved work to QuickBooks

  1. 01

    Statements are parsed

    PDF, CSV, or spreadsheet files from new client intake

  2. 02

    Rows are checked and classified

    Duplicates and transfers flagged, accounts suggested

  3. 03

    Staff review the exceptions

    Then post approved work to QuickBooks

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