Ledgerwell Accounting

Workflows worth automating

1. Seen on your site1 to 3 h / week

   Entering figures from client documents

   • A 'Client Portal' link, where clients appear to send you documents, on ledgerwell-accounting.example

   Today

   Figures from client documents are typically retyped into your records by hand.

   Automated

   Figures are pulled from each document into your records, with anything unclear flagged for you to check.

   How we estimated this: about 10 to 30 documents a week, 8 minutes each, 70% of that time saved.

   See the checking step on a real invoiceFree invoice to Excel · totals, line items, datesTry it →
2. Seen on your site1 to 2.5 h / week

   Arranging client consultations

   • A 'Book a consultation' form asking for name, email, phone and message, on ledgerwell-accounting.example/contact

   Today

   Consultation requests often come in by phone or email and are confirmed one by one.

   Automated

   Each request gets a drafted confirmation and reminder, sent once you approve.

   How we estimated this: about 20 to 50 booking requests a week, 4 minutes each, 80% of that time saved.

3. Common in accounting and bookkeeping businesses0.5 to 1.5 h / week

   Chasing clients for tax documents

   We didn’t see this on your site. It is listed because most accounting and bookkeeping businesses deal with it.

   Today

   Missing documents are often chased with individual reminder emails.

   Automated

   A list of what is missing is kept up to date, and reminders are drafted for you to approve.

   How we estimated this: about 6 to 15 document requests a week, 10 minutes each, 60% of that time saved.

These estimates come from your public pages only. A call is where we confirm your real volumes. We couldn’t tell your team size from your site, so each range covers a team of 1 to 20 people.