Client document chasing
is how your firm loses billable hours.
At every client, the same cycle runs: receipts arrive in the wrong format, bank feeds need manual reconciliation, and end-of-year document collection means a round of follow-up calls and emails. The time your staff spend on that cycle is time they are not spending on billable work. The diagnostic finds the biggest leak and maps a fix.
What the diagnostic finds
A clear, 1-page Action Plan naming your top 3 operational leaks and what to fix first. If you proceed with an approved custom build, we credit 100% of the A$450 fee within 14 days, or 50% within 60 days.
- —Receipt and invoice collection: Clients send photos, PDFs, and emails that need to be manually reviewed, sorted, and matched to bank transactions. Every client, every period.
- —Bank feed matching: Manually reconciling uploaded statements and flagging discrepancies in Xero or MYOB, one transaction at a time. Staff spend hours on work that should not require a person.
- —End-of-year document intake: Chasing outstanding items, following up with clients who have not submitted, and manually checking completion across the client list. There is no single view of where everything stands.
Start with one named problem.
Tell us your firm size, the workflow that takes the most manual staff time, and the tools you currently use (Xero, MYOB, or otherwise). We will confirm whether the diagnostic fits and get started within 48 hours.