ILLUSTRATIVE SAMPLE · NOT A CLIENT RESULT

Touch the audit before you buy it.

A fictional bookkeeping workflow, presented as an interactive decision artifact. The goal is to show structure, boundaries and decision quality — not to imply real-world performance.

01 · EXECUTIVE DECISION

Pilot one narrow loop first.

The best first automation is not a general chatbot. It is the missing-document follow-up loop: detect the gap, draft the reminder, schedule the follow-up, synchronize status, and keep exceptions under human review.

DECISIONGO

Narrow pilot only

PRIORITY#1

Missing-document follow-up

WINDOW30 days

Reversible test

Why this first: most cases follow a predictable pattern, while exceptions and judgment-heavy responses can stay human-led.

02 · CURRENT WORKFLOW MAP

Map before automating.

The current workflow stays visible so the team can see where repetition, waiting and exception handling actually happen.

01ReviewClient checklist

02DetectMissing items

03DraftReminder

04Follow upRepeat + sync

05EscalateHuman exceptions

Primary leak: repetitive detection, drafting and status synchronization consume attention even though the exception path still requires judgment.

03 · RANKED OPPORTUNITIES

Novelty does not set priority.

Impact, effort, reversibility and risk do. The output is intentionally opinionated enough to support a next decision.

Missing-document follow-upHigh impactLow–medium effortLow–medium riskPilot first

Close-status summaryMedium impactLow effortLow riskSecond

Client Q&A auto-responseMedium impactMedium effortHigh riskHold

Automatic accounting decisionsPotentially highHigh effortHigh riskDo not start

04 · ROI SCENARIO

Assumptions stay visible.

Planning assumptions only. Replace them with the buyer's real baseline before making an investment decision.

Current handling

24h/mo

Pilot target

12h/mo

Gross capacity value

$504/mo

Tool cost

$80/mo

WORKLOAD80 × 3 × 6m

Illustrative monthly touches

LABOR$42/h

Loaded labor assumption

FIRST-YEAR VALUE$4,836

Illustrative net capacity value before tax and extra support

Boundary: capacity value is not guaranteed cash savings or revenue. It matters only if recovered time is actually redeployed, avoided, or converted into higher-value work.

05 · RISK + HUMAN CHECKPOINTS

Automation has stop lines.

Human authority is part of the design, not an afterthought.

CHECKPOINTDuplicate reminders

Check tracked and untracked channels before sending.

CHECKPOINTClient data

No cross-client exposure or unauthorized systems.

CHECKPOINTJudgment-heavy work

Tax, accounting, legal and advisory responses remain human-led.

CHECKPOINTAuditability

Log automated actions and preserve a fast stop path.

06 · 30-DAY PILOT PLAN

Test, measure, then decide.

The recommendation ends with a reversible sequence so the team can scale, redesign or stop with evidence.

DAYS 1–5Baseline

Measure volume, handling time, exception types and response latency.

DAYS 6–12Shadow mode

Generate suggested actions without sending them. Compare with human decisions.

DAYS 13–21Limited live

Automate only low-risk reminders for a bounded subset with approval checkpoints.

DAYS 22–30Decision

Compare time, error rate, client response and operating cost. Scale, redesign or stop.

Illustrative thresholds: ≥40% reduction in repetitive handling time, no material privacy incident, no increase in incorrect reminders, clear human exception handling, and economics still above operating cost.