Automation only helps if you point it at the right jobs. Start with the tasks you repeat every single day, get one working properly, then move to the next.
1. Bank feeds and transaction rules
This is the one to switch on first. Live bank feeds plus a handful of rules mean most transactions are categorised before anyone opens the file. It runs for every client, every day, so the time saving compounds faster than anything else on this list.
2. Chasing records and approvals
The politest, most persistent member of your team should be a scheduled reminder. Automatically nudging clients for missing receipts, bank statements, or approvals removes a task nobody enjoys and shortens every job.
3. Deadline and filing reminders
Missed deadlines are expensive and avoidable. A system that tracks each client's VAT, accounts, and confirmation-statement dates — and warns you well before they land — turns compliance from a scramble into a routine.
4. Onboarding a new client
The first week with a client is mostly the same steps every time: collect details, run identity checks, set up the file. Templating that flow means a new client is live in minutes instead of days, and nothing gets missed.
5. Recurring invoices and fee collection
If you bill fixed monthly fees, your own invoicing should be automatic. Recurring invoices and collection keep your cash flow steady and free you from a job that adds no value to the client.
The rule that makes it work
Automate one workflow fully before you start the next. A half-finished automation you don't trust is worse than none, because you end up checking it manually anyway. Get bank feeds solid, then chasing, then deadlines — one at a time.
Want to see these running in one place? Book a demo and we'll show you the workflows live.