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Back to case studiesProfessional Services · Sage Hill, Calgary

How an Accounting Firm Saved 15 Hours Per Week with Workflow Automation

Calgary Accounting Firm
  • 15 hrs/wk
    Admin Time Saved
    Staff hours reclaimed from manual administrative work
  • 3 days → 4 hrs
    Client Onboarding
    Reduction in onboarding time per new client
  • +60%
    Document Collection
    Improvement in on-time document receipt from clients
The challenge

Where they were stuck

A Sage Hill accounting firm had significant administrative overhead — manual client onboarding, manually generated reports, and manual follow-up with clients for document collection. Staff were spending substantial time on repetitive tasks that should have been automated.

The work

How we helped

We mapped their key workflows and identified three high-impact automation opportunities: automated client onboarding sequences, automated document request workflows, and automated report delivery. We implemented these using their existing software stack with minimal new tooling.

Services used

What we put to work

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