// Case study · Automation + Finance
[Client name] — Professional services
Manual follow-ups and messy books were eating hours every week. We automated the busywork and brought reporting up to date.
Placeholder case study. Client name, logo, screenshots and the [before]/[after] figures are to be supplied and verified before publishing.
// The problem
What wasn't working
Lead follow-up was manual and inconsistent, and monthly numbers were always weeks behind. The team spent hours on data entry and reconciliation instead of client work.
// What we built
The system we put in
- Automated lead follow-up and handoffs across the team's tools
- Bookkeeping cleaned up and brought current, with monthly reporting
- Plain-English dashboard tying activity to leads and revenue
// Stack
n8nCRMBookkeepingReporting
// Results
Before → after
Hours saved / week
[before]→[after]
Follow-up coverage
[before]→[after]
Reporting lag
[before]→[after]
// Proof
Screenshots / dashboard
[to be supplied by client]
[to be supplied by client]
// Similar situation?
Let's map your version of this
Book a free discovery call and we'll show you what we'd build first.