Trigger → AI step → human check → output, for every automation.
Free playbook · Accounting & bookkeeping
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.
Contents10 automations
- 01Document chasing
- 02Client onboarding, KYC and engagement letters
- 03Inbox triage and drafted replies
- 04Receipt and invoice data capture
- 05Bank reconciliation exception notes
- 06Month-end client summaries
- 07Meeting notes to tasks
- 08Deadline and reminder engine
- 09Internal SOP and knowledge agent
- 10Fee chasing and collections
The flow
The tools
Workflow tools, LLMs and the common accounting stack: Xero, QuickBooks, Karbon, TaxDome, Dext.
The hours
An estimate per automation, plus a formula to work out your own.
Where to start
A scoring sheet to pick your first three, and a safety checklist for client data.
Hours saved are our estimates for a typical 10–100 person firm, not measured results. Your number will be different, and the playbook shows you how to work it out.