Professional Services
Automation for accountants, law firms and consultancies in South Africa.
Accounting firms, law practices and consultancies in South Africa bill time but lose hours to admin. We automate document handling, client onboarding, time capture and billing workflows so your professionals spend more time on billable, high-value work.
The hard problems Professional Services faces
Document-Heavy Workflows
Reviewing, extracting and filing information from contracts, statements and forms by hand is slow and prone to error.
Slow Client Onboarding
Manual onboarding — collecting documents, KYC, engagement letters — creates a poor first impression and delays revenue.
Lost Billable Time
Time that isn't captured isn't billed. Reconstructing timesheets from memory leaks revenue every month.
Repetitive Client Queries
Staff answer the same status and process questions repeatedly instead of focusing on advisory work.
What we build for you
AI Document Automation
Read, classify and extract data from contracts, financial statements and forms automatically — with a human reviewing only the exceptions.
Automated Client Onboarding
Streamline document collection, KYC checks and engagement workflows so new clients are onboarded in days, not weeks.
Time, Billing & Knowledge Bots
Automate time capture and billing workflows, and give clients and staff an AI assistant that answers common questions instantly.
Professional Services questions
Ready to transform your Professional Services data strategy?
Let's discuss the specific challenges your business faces and design a solution that delivers real impact.