automate AR follow-ups and CRM-style customer notes beyond spreadsheets
Result
"92 hours saved per month"; "26% decrease in the value of invoices 31+ days overdue"; DSO "decreased by 16%" (Feb–Oct 2024); one month "140% collected vs billed"
LA boutique accounting/business management firm (entertainment clients + restaurants/medical); 35+ years
~25 hours/week saved on bill entry; managing partner saves 10–15 hours/week on review; grew client base same headcount; "cleanest statements" for tax prep (as stated)