ZV / Automation
Which job eats the week?
The same thing gets typed twice, and paperwork gets chased by hand. The month takes days to close. Pick the loop you want gone.
- PBC requestThe same reminder, sent againStaff chase missing client records one email at a time, under a deadline.
- PDF statementNumbers retyped off a statement into a workpaperThe document arrived. The system still needs a person to read it.
None of those? About 3 minutes to run the numbers.
Run the numbersAutomation for accounting and tax firms
The same reminder, sent again
Staff chase missing client records one email at a time, under a deadline.
Number to bringHow many hours a week does one accountant spend chasing missing records in busy season?
Numbers retyped off a statement into a workpaper
The document arrived. The system still needs a person to read it.
Number to bringHow many hours a week does that extraction take in the rest of the year?
Bring those two numbers
About three minutes. You type the numbers; I do not invent them. The first conversation is next if the loop is worth mapping.
Work you want to stop doing by hand
- Document and invoice intakeNumbers come off the PDF statement and into the workpaper. Anything the extraction can’t identify stops in a queue for a named person, and the judgment stays yours.
- Inbound enquiry triageClient requests land in one queue, sorted by what they are and who should answer, instead of scattering across three inboxes.
- Close preparationThe close becomes a visible process with owners and blockers instead of a scavenger hunt. Accounting judgment stays with your team.
- Stop double entry between systemsA client record gets one home. The other systems receive a controlled copy, and anything ambiguous waits for the person who owns it.
- Finish the workflow you already boughtCheck what the software you licence already does before building anything. Add only the part that is genuinely missing.
- Automation inventory and cleanupOne pass over the small automations already running: what each one does, whose login it uses, what breaks quietly. You get a written register and a decommission list.
Worth reading
The language of business automation
13 minute read
What should your company automate—and when?
11 minute read
What happens to the workflows when someone leaves
4 minute read
A different kind of business
Next step
Tell me which one it is
The first conversation is free, and it’s genuinely fine to arrive without knowing what you need.