Reads incoming documents, handles client onboarding end to end, and generates recurring reports — with a human checkpoint where judgment matters.
A professional-services firm in accounting and advisory, drowning in manual data entry, client onboarding steps, and recurring reports.
Skilled staff spent hours retyping data from documents, chasing onboarding paperwork, and assembling the same reports every week. Mistakes crept in and turnaround was slow.
A set of connected automations that read incoming documents, run onboarding end to end, and generate recurring reports — with a human checkpoint where judgment matters.
Incoming documents — PDFs, forms, statements — are read automatically; key data is extracted and validated into Airtable.
New-client onboarding triggers the full checklist — folder setup, document requests, reminders — without manual chasing.
Recurring reports are assembled and draft-narrated on schedule, then sent to a human for sign-off before delivery.
Anything low-confidence is flagged for review rather than pushed through.
The pattern: a workflow backbone, a reasoning layer, a system of record, and a channel. The system handles volume and routine; people handle judgment and exceptions. That's what makes it an automation the business can trust — not AI running unsupervised.