Accountancy Firm Onboards Clients 5x Faster With AI Agents
The Problem
Manual onboarding was taking up to 2 weeks per client. Staff were overwhelmed chasing documents, re-entering data, and sending repetitive emails. The bottleneck was preventing the firm from taking on new clients.
The Solution
We built an agentic AI assistant that handles the entire onboarding journey: automated document collection requests, AI-powered data extraction from uploaded documents, automatic CRM updates, and personalised onboarding email sequences — all without staff intervention.
The Outcome
Client onboarding now takes just 2 days. Staff have been redirected from repetitive admin to high-value advisory work. The firm saved over £8,400 in annual staff time and can now onboard clients at 5x the previous capacity.
Key Results
- 5xFaster Onboarding
- £8,400Annual Staff Time Saved
- 2 daysOnboarding Time
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