Annual cost savings
Reduction in manual data entry
Faster monthly reporting
Increase in advisory revenue
The Challenge
Precision Accounting Group has 45 staff serving 800+ business clients. Tax season was brutal — accountants were spending 60% of their time on data entry, reconciliation, and report generation instead of advisory work. Client data was scattered across spreadsheets, accounting software, and email. Partners had no real-time visibility into firm performance, client profitability, or staff utilization. They were leaving money on the table by not identifying upsell opportunities.
The Solution
Fluenci started with a comprehensive AI consulting engagement to map their workflows and identify opportunities. We then built automated data extraction and reconciliation pipelines that pull client data from bank feeds, receipts, and invoices directly into their accounting software. We deployed an AI analytics dashboard that tracks firm KPIs in real-time — including client profitability, staff utilization, and revenue forecasting. The system also flags clients who might benefit from additional services.
“We were skeptical about AI, but Fluenci made the whole process feel easy. They found savings we didn't even know were possible. The ROI paid for the entire engagement in the first month.”
— James Okafor, Managing Director, Precision Accounting Group
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