Most people think “AI tool = done.” But tools on their own don’t solve problems. They sit there.
What actually works is when you mash workflow + AI + tech into a system that directly solves a pain.
Here’s what we did for an accountant 👇
The Problem:
- Too much time wasted manually categorizing transactions
- Inconsistent reporting → errors + delayed client updates
- Bottlenecks during tax season
The System We Built:✅ AI layer: trained to categorize expenses in real-time✅ Workflow automation: pulling data from multiple sources → clean, centralized dashboard✅ Tech integration: QuickBooks + custom automations = no double entry, no wasted clicks
The Outcome:⚡️ 70% less manual data entry⚡️ Weekly reporting became daily → clients saw issues faster⚡️ Freed the accountant to take on 3 new clients (instead of drowning in admin work)