Case Study
Accountant document chasing
A small accounting firm automated client document requests and reminders — shortening month-end cycles and reducing inbox chaos.
Accounting firmEmail AutomationSydney, AustraliaLive in 6 days
The challenge
Staff spent the first week of every month chasing clients for missing receipts, bank statements, and payroll files. Reminders were sent manually and often forgotten.
What we built
Roncyo built a document request workflow with automated reminders, a client upload portal link, and internal alerts when files arrive. Files are renamed and filed into the correct client folder automatically.
Results
- Document collection 40% faster at month-end
- 3 hours/week saved per accountant
- Clients receive consistent, professional reminders
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