AI automation for professional services

Take on more clients without hiring more staff.

Spur is an AI automation agency for professional services firms. We find the admin eating your team's week, automate it on the tools you already use, and keep it running.

For accounting & bookkeeping firms, recruiting agencies, insurance brokers and other professional services firms with 10–100 people.

Example run · document chasingrunning
  1. 09:00:00triggerQuarter closes in 5 days
  2. 09:00:04ai step3 clients still missing bank statements
  3. 09:00:06ai stepReminders drafted, one per client
  4. 09:41:12humanReviewed and approved by the manager
  5. 09:41:13outputSent and logged to the client file
Est. time saved / week4.2h
01 The problem

Your team is busy. Too much of it is admin.

01

Chasing.

Documents, signatures, timesheets, invoices. Endless polite reminders.

02

Copying.

The same data typed from emails into spreadsheets, into your practice software, into reports.

03

Turning work away.

You can't hire fast enough, and new hires spend their first months on admin too.

02 What we automate

Most firms lose hours to the same handful of workflows. We start with yours.

01Client intake & onboardingFrom signed to set up in a day, not two weeksNew client setup, KYC, engagement letterClient job intake, candidate onboardingNew policyholder setup
02Document collection & chasingReminders that send themselves and know what's still missingMissing tax and bookkeeping documentsCandidate documents, compliance checksRenewal info, certificates
03Inbox triageClient emails sorted, answered in draft, and waiting for a quick approvalClient questions → drafted repliesCandidate and client emails → drafted repliesQuote requests → drafted replies
04Data entryReceipts, CVs, applications and forms read and filed into your systemsBank lines, receipts, invoicesCV parsing → your ATSApplications → your agency management system
05Scheduling & follow-upsMeetings booked, reminders sent, nothing falling throughClient review meetingsInterview scheduling and remindersRenewal reminders
06Client reportingMonthly summaries drafted from your dataMonthly client summariesPipeline and placement reportsBook-of-business reports
07Invoicing & collectionsFees chased politely and consistentlyFee chasingTimesheets → invoicesPremium and commission tracking
08Internal knowledge"How do we handle X?" answered from your own SOPs and past workAnswers from your SOPs and past filesAnswers from your SOPs and past placementsAnswers from your SOPs and past policies
03 How it works

Map. Build. Run.

Start with one department. Prove the return, then expand.

  1. 012 weeks

    Map: AI Ops Audit

    We sit with your team, map how one department’s work actually runs, and score every opportunity by hours saved, effort and risk. You get a roadmap with ROI estimates and one quick win running by the end.

  2. 022–6 weeks

    Build: Automation Sprint

    We build the highest-value automations on the tools you already use, test them on real work, and keep a human in the loop wherever judgment matters.

  3. 03Monthly

    Run: Managed agents

    We host, monitor and improve everything, and ship the next item on your roadmap each month. You get a report on hours saved, every month.

04 The audit

Start with the AI Ops Audit.

In two weeks you'll know exactly where AI fits in your firm, what it's worth, and what to do first, with one automation already working.

What you get in 2 weeksIncluded
  • 01Process inventory for one department✓
  • 02Maps of your top 5 workflows✓
  • 03An opportunity scorecard (value × effort × risk)✓
  • 04A 90-day roadmap with hours saved per item✓
  • 05One working quick win✓
  • 06A recorded readout call✓
Pricing

One fixed fee, agreed before we start.

We scope the audit on a short call and quote it up front. The full fee is credited toward a Build if you go ahead within 30 days, and if we can't find at least 10 hours a week worth automating, we refund it.

Book a call to see if it's a fit →
05 Safety

Your clients' data stays safe, and a person is always in the loop.

Your tools

We build on the tools you already use, with the minimum access needed.

No training

Your data is never used to train AI models.

Human check

Anything client-facing, financial or regulatory gets a human check before it goes out.

You own it

You own everything we build.

06 FAQ

Questions firms ask us.

What kinds of firms do you work with?

Professional services firms with roughly 10–100 people, mainly accounting and bookkeeping firms, recruiting agencies and insurance brokers.

Do we need to change our software?

No. We build on the tools you already use: your practice management system, email, spreadsheets and CRM.

Is our client data safe?

We use minimum-access permissions, never train models on your data, and keep a human approval step on anything sensitive. Security is part of every spec we write.

How much time does the audit take from our team?

About 3–4 hours spread over two weeks, mostly short interviews.

What does it cost after the audit?

Builds are fixed-price per scope, typically $5k–15k. Running and improving the automations is a monthly plan from $1.5k. The audit roadmap tells you the expected return before you commit.

What if the audit doesn't find much?

If we can't identify at least 10 hours a week of work worth automating, we'll refund the audit.

Will AI replace my staff?

It takes the admin off their plate so they can serve more clients. Most firms we talk to want capacity, not cuts.

Where are you based?

We work remotely with firms worldwide.

Free · The Capacity Playbook

10 AI automations accounting firms use to take on more clients without hiring.

How each one works, the tools involved, and the hours it saves.

One email with the playbook, then The Ops Room every two weeks. Unsubscribe anytime.

07 Book a call

Book a 30-minute call.

Tell us what's eating your team's week. We'll tell you honestly whether automation can help, and find a time that works.

Email

spur@ofnt.website

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