Automation
LedgerFlow Accounting
- Built in
- 5 days
- Service
- Automation
The challenge
A small accounting firm spent hours each week manually copying client intake form data into their spreadsheets and CRM.
What we built
An AI automation that reads incoming intake emails, extracts the relevant fields, and writes them straight into the CRM and a master spreadsheet — no manual entry.
The result
Cut weekly admin time from hours to minutes.