Financial Services · Workflow Automation
Client onboarding automation for a CPA firm
Engagement letters, document requests and reminders run themselves during tax season.
The challenge
Staff spent weeks each season chasing documents and setting up clients across four tools.
What we built
n8n workflows that send engagement letters, request and classify documents with AI, chase missing items and create work in Karbon.
The results
- 20 hrs saved per week
- −60% missing-doc delays
- 1 flow for every client
More work
Other projects
Logistics & Trucking · n8n Automation
n8n operations automation for a logistics company
Load tenders, documents and status updates flow automatically between email, the TMS and accounting.
Tech & SaaS · n8n Automation
Automated client reporting for a marketing agency
Weekly client reports pulled from ad platforms and analytics, with AI-written insights, delivered automatically.
Tech & SaaS · AI Voice Agents
Voxiqo — our AI calling platform
A multi-tenant voice-agent platform that answers and places calls autonomously, books appointments and qualifies leads for businesses.