SMEAutomate
Automation Score
Professional Services

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.

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Top workflows to automate first

Client onboarding

From signed proposal to set up — documents collected, systems configured, team notified.

3–5 hrs/week saved

Invoice & payment chasing

Invoices generated from timesheets, sent on schedule, chased automatically.

4–6 hrs/week saved

Reporting automation

Agent pulls data from multiple sources, compiles client-ready reports, and delivers them on schedule.

3–5 hrs/week saved

Before and after

Monthly client reporting

Today

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

85+ minutes of manual work
With SMEAutomate

Data pulled automatically

Instant

Report generated and formatted

< 1 min

Sent to client on schedule

Automatic

Mostly instant and automatic

Results in practice

Example figures

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.

Xero / SagePractice managementEmailDocument managementCRM

Ready to automate your professional services workflows?

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