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Case Study: Workflow Automation

Small Business Reduces Bookkeeping Time by 80%

Small Business15 employees60 days to production
80%80%
Bookkeeping Reduced
Small Business Reduces Bookkeeping Time by 80%

The Full Story

This small business owner was spending their evenings on bookkeeping instead of growing their business. Receipts piled up for weeks, categorization was inconsistent, and monthly close took days of painful data entry.

We built an AI-powered bookkeeping system that scans receipts, categorizes expenses based on historical patterns, matches bank transactions, and flags anomalies. The owner reviews AI suggestions weekly instead of doing manual data entry, and monthly close went from days to hours.

The Challenge

Business owner spending evenings on bookkeeping with receipts piling up, inconsistent categorization, manual QuickBooks data entry, and no real-time visibility into cash flow.

Our Solution

Deployed intelligent bookkeeping automation with receipt scanning, automatic categorization based on historical patterns, bank feed integration with smart matching, and cash flow forecasting dashboard.

Intelligent Bookkeeping System

Receipt scanning, auto-categorization, and cash flow visibility

1
Receipt Scan
API
2
Bank Feeds
API
3
OCR Processing
AUTO
4
AI Categorization
AIOpenAI
5
Transaction Matching
AUTO
6
Owner Review
HUMAN
7
QuickBooks Sync
API
8
Cash Flow View
DATA

The Result

80% Time Reduction

80%80%
Bookkeeping Reduced
95%+95%+
Categorization Accuracy
Same-daySame-day
Receipt Processing
60 days60 days
Deployment

I used to dread month-end. Now it takes a few hours instead of days, and my accountant loves how organized everything is.

Business Owner Small Business