How a CAS firm reduced client document turnaround time by 82%
Receipt and invoice chasing reduced by 82% by automating document requests and attachments.
Business Outcome
Eliminate missing-document bottlenecks and close books faster.
For most CAS practices, client-side document chasing is the biggest hidden bottleneck. Missing receipts and vendor invoices block reconciliation and force staff to send repeated follow-ups through email threads.
We deployed an agent workflow that scans ledgers weekly for uncategorized entries, sends automated Slack or SMS receipt requests, and attaches the client response directly to the source transaction. The firm reduced client document turnaround time by 82% and removed a major month-end close bottleneck.
Manual Friction
Missing client documents block reconciliation and delay close.
Before automation, staff repeatedly chased clients for missing receipts and vendor invoices through long email threads. Uncategorized transactions sat idle for days while the team waited for a response.
Close became unpredictable because the bottleneck wasn’t accounting work—it was waiting on client-side documents.
Transactions waiting on client responses.
Follow-up emails and messages across threads.
Close blocked by missing receipts and invoices.
Autonomous Agent Solution
Automated requests and attachments with staff oversight.
We deployed agents that scan the ledger weekly for uncategorized entries, then automatically send receipt requests via Slack or SMS with a clear description of what’s needed.
When the client replies, the response is captured and attached directly to the source transaction so staff can finalize categorization without manual sorting.
Ledger scanned for uncategorized entries.
Automated receipt requests sent with context.
Client responses attached to the source transaction.
Capacity Reclaimed
Staff review and finalize instead of chasing.
With document requests automated, staff spend their time reviewing attached receipts and finalizing categorizations instead of writing follow-up emails. The firm closes books faster with fewer last-minute surprises.
Reduction in client document turnaround time.
Staff focus on categorization and exceptions.
Hours spent composing follow-up messages.
End document chasing and close faster
In a free 30-minute session, we’ll map your document request workflow and show how agents can scan ledgers, request receipts via SMS or Slack, and attach responses back to transactions automatically.