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Case Study — Accountancy & Advisory

From 15 hours of manual bookkeeping
to a pipeline that runs itself.

An independent accountancy and advisory firm was drowning in crumpled receipts, messy email threads and a legacy website that was actively losing them clients. We rebuilt the entire operation — digitally and operationally.

80%

Reduction in manual data entry time

Zero

Lost or misplaced invoices since deployment

15h+

Saved per week on receipt processing alone

The Challenge

A firm running on paper, email threads
and a website that hadn't worked properly in years.

The firm had a loyal client base and genuinely expert staff — but their back-office processes were held together with goodwill and manual effort. Every month looked like this:

  • Clients dropped off bags of physical receipts or emailed photos at random times throughout the month
  • Staff manually reviewed, categorised and typed each transaction into accounting software
  • Receipts were regularly lost, illegible or submitted with totals that didn't match
  • The monthly close was a stressful, error-prone sprint that took the best part of a week
  • Their website was broken — forms didn't work, it looked outdated and was costing them credibility with prospective clients

The real cost

“We were spending more than 15 hours a week just on receipts. That's nearly half a working week on data entry that a machine should be handling.”

— Director, independent accountancy firm

At a conservative billing rate, 15 hours per week of manual data entry represents significant lost revenue — time that should be spent on advisory work clients actually pay for.

The Solution

Two systems. One deployment.
The website they deserved. The pipeline they needed.

We scoped the project in a single discovery session and identified two distinct but interconnected problems. We solved both.

01

A new high-performance website — rebuilt from scratch

We designed and built a fast, professional Next.js website that matched the quality of the firm's actual expertise. Working contact forms, clear service pages, a credible online presence — and built to load in under a second.

  • Next.js 15 — sub-second load times
  • Lead capture forms connected to CRM
  • Clear service and pricing pages
  • Mobile-optimised, WCAG accessible
  • Built to rank — schema markup, sitemap, AEO-ready
02

AI Receipt Ingestion Pipeline — OCR + multimodal LLM

We built an end-to-end intelligent document pipeline. Clients now upload receipts — photographed on a phone, scanned or emailed — and the system handles everything from extraction to ledger entry, with a human review step before any posting.

  • OCR extracts text from any image quality
  • Multimodal LLM validates totals, VAT, vendor and date
  • Flags discrepancies for human review before posting
  • Exports directly to accounting ledger in structured format
  • Zero manual re-keying — human reviews, not types
  • Full audit trail on every document processed

Pipeline Architecture

Receipt / Invoice

(photo, scan, email)

OCR Extraction

(any quality image)

LLM Validation

(totals, VAT, vendor)

Human Review

(flag only, no typing)

Ledger Export

(structured, audited)

The Impact

Measurable results.
From the first week of deployment.

80%

Reduction in manual data entry time

Staff now review and approve — they no longer type.

15h+

Saved per week on receipt processing

Reallocated to advisory work that clients pay for.

Zero

Lost or misplaced invoices since deployment

Every document is logged, validated and audited.

Faster

Monthly close for every client

No more end-of-month sprint through a box of receipts.

“The first Monday after we went live, I walked in and the previous week's receipts were already processed. I didn't have to do anything. That had never happened before.”

— Director, independent accountancy and advisory firm

Before

15+ hours a week on manual data entry
Receipts lost, mismatched or submitted late
Monthly close a stressful multi-day sprint
Website broken, losing credibility online
Staff spending half their time on admin

After

80% reduction in data entry — review only
Every document captured, validated and audited
Monthly close faster — data ready when needed
Professional website generating inbound enquiries
Staff redeployed to higher-value advisory work
Does this sound familiar?

If your team is still doing work
a machine should be handling —
let's talk.

Book a 15-minute scoping call. We'll listen to what's slowing you down and tell you honestly whether we can help — and what it would take.

No sales pitch. No commitment. Just a clear conversation about your problem.

Book a 15-Minute CallSee What We Build

Or email us directly: info@deeandlee.com