Automate the admin. Bill for the expertise.
Accountants, consultants, agencies — you sell time. Every hour spent on admin is an hour you can't bill. SMEAutomate’s AI agents handle the coordination so your team can focus on client work.
Top workflows to automate first
Client onboarding
From signed proposal to set up — documents collected, systems configured, team notified.
Invoice & payment chasing
Invoices generated from timesheets, sent on schedule, chased automatically.
Reporting automation
Agent pulls data from multiple sources, compiles client-ready reports, and delivers them on schedule.
Before and after
Monthly client reporting
Export data from system A
15 min
Export data from system B
15 min
Combine in spreadsheet
20 min
Format report
30 min
Send to client
5 min
Data pulled automatically
Instant
Report generated and formatted
< 1 min
Sent to client on schedule
Automatic
Results in practice
Regional accounting firm
22 staff
Time saved
20 hours/week
Key result
Average payment time halved
Integrations
We connect with the tools your industry relies on.
Ready to automate your professional services workflows?
Not ready yet? Browse our free automation guides