Professional Services Firm — Eliminating Manual Back-Office Work

Industry:

Consulting / Professional Services

Company Size:

20-person team

Primary Challenge:

Project tracking, invoicing, and internal reporting were handled manually across disconnected tools.

Our Approach:

We engineered AI workflows that:

  • Automated project status tracking
  • Synced time, billing, and reporting data
  • Generated real-time dashboards
  • Removed repetitive admin tasks

Results:

  • 60+ hours saved per month per department
  • Reduction in billing errors to near zero
  • Improved forecasting and cash flow visibility

Key Takeaway:

Automation created operational clarity and margin expansion.

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