How Sydney Accounting Firm Reduced Month-End Close by 70%
Sydney Accounting Firm | 45 employees
3.8x
Return on Investment
Reduction in Admin Time
Annual Labor Savings
Return On Investment
Implementation Time
The Challenge
What was holding them back?
"Manual data entry for client reconciliations was consuming 25 hours per week. Month-end close process took 5 days with multiple staff working overtime. Limited real-time visibility into financial performance. Error rates were 8% requiring extensive rework."
Sydney Accounting Firm was facing significant operational hurdles. Manual processes were not only slow but error-prone, leading to client dissatisfaction and team burnout. The lack of scalable systems meant that taking on new business required linear headcount growth, crushing margins.
Manual Bottlenecks
Key staff spent ~40% of their week on low-value data entry instead of strategic work.
Data Fragmentation
Critical business data was siloed in disparate spreadsheets, making real-time reporting impossible.
The Solution
How we transformed their operations
Implemented automated invoice processing using Power Automate with OCR for data extraction. Built real-time financial dashboards in Power BI pulling from multiple data sources. Automated month-end reconciliation workflows with exception-based review. Integrated QuickBooks, bank feeds, and client management systems. We deployed a layered automation architecture that addressed immediate pain points while building a foundation for future scalability.
Implementation Components
Technology Stack
Implementation Journey
Weeks 1-2: Discovery & Design
Deep dive into current processes, stakeholder interviews, and solution architecture design.
Weeks 3-6: Build & Integration
Agile development of automation flows, dashboard configuration, and API integration.
Weeks 7-8: Testing & Training
User acceptance testing (UAT), bug fixes, and hands-on team training sessions.
Week 10: Go Live & Handoff
Full deployment, production monitoring, and final project sign-off.
The Results
Measurable impact across the business
"The transformation was remarkable. What used to take us a week now takes a day and a half. Our team can finally focus on strategic work instead of manual data entry."
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