What does document chasing cost your firm?

Reminder emails, missing statements, re-typing new clients into three systems. Put in your numbers. Nothing is sent anywhere.

How it's calculated

(staff × hours/week × 48 weeks + new clients × onboarding hours) × cost/hour.

We assume automation removes about two thirds of it. Payback uses that share.

Teardown slots open this week

Show us the manual work. We'll show you the system.

20 minutes on Google Meet. You show us the task that eats the most time. We tell you how we'd automate it and what it costs. You leave with a plan either way.

Free · No deck · No obligation