Operations
A 15-hour report now takes 3 minutes
Southern Payroll & Bookkeeping in Chattanooga serves small and mid-sized businesses in all 50 states. The firm found its accountants spent about 80% of their time gathering data and 20% advising. Over one year it built 13 agents, each on one bottleneck, on top of its Gusto payroll and bookkeeping data.
How it wentThe Labor Insights process fell from 15 hours of manual work to 3 minutes. A business valuation fell from 6 to 7 hours to under 1 hour. A bookkeeping overage review fell from over 2 hours to under 10 minutes, per the firm via Gusto.
Try it · based on the source's workflow
Take this one reporting task off my team: [task name]. Pull the data from [system] for [client or period]. Build the report in our usual format: [paste an example]. Flag any figure that does not match the source data instead of guessing. Show me the finished report and the time it took. Do not send it to the client until I approve it.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A 15-hour report now takes 3 minutes — from The SmallOffice Brief, a daily brief of real AI cases for small businesses: https://smalloffice.space/case-a-15-hour-report-now-takes-3-minutes