This is an illustrative sample, not a real client report
Vantage is a solo-run consultancy and doesn't have published client case studies yet. Everything below is built for a fictional example business — a 12-person accounting firm — purely to show you the structure, depth, and format of the report your own free audit will produce.
Sample · Section 1
Top 5 workflows mapped
For our example accounting firm, the audit identifies the five highest-impact manual processes and documents exactly how each one runs today versus how it would run automated.
Client email triage & response drafting
Today
A partner or senior staff member reads every inbound client email, decides who it's for, and drafts routine replies (document requests, status updates) from scratch each time.
Automated
Incoming emails are classified automatically and routine requests get a drafted reply for review, cutting first-response time from hours to minutes.
Bookkeeping data entry
Today
Bank statements and receipts are manually keyed into the practice's accounting software by a junior team member, several hours every week.
Automated
Receipts and statements are captured and categorised automatically, with exceptions flagged for human review instead of every line being typed by hand.
Client document chasing
Today
Ahead of deadlines, staff manually email and call clients who haven't submitted required documents, then re-check inboxes for replies.
Automated
An automated reminder sequence chases outstanding documents on a schedule, with a live dashboard showing who's outstanding — no manual chasing required.
New client onboarding
Today
Engagement letters, ID checks, and intake forms are sent and tracked manually across email threads, often missing a step.
Automated
A structured onboarding sequence sends the right documents in order and tracks completion automatically, so nothing falls through the cracks.
Monthly client reporting
Today
Management accounts and summaries are compiled manually from source data each month, a repetitive task for every client on the books.
Automated
Reports are generated automatically from source data on a schedule, with a human reviewing for accuracy before sending — not building each one from scratch.
Sample · Section 2
Time & cost savings estimated
Every workflow gets a conservative annual cost estimate, based on hours reclaimed per week and the firm's blended hourly staff cost.
| Workflow | Hours/week saved | Estimated annual value |
|---|---|---|
| Client email triage & response drafting | 5 | £6,500 |
| Bookkeeping data entry | 7 | £9,100 |
| Client document chasing | 3.5 | £4,550 |
| New client onboarding | 2.5 | £3,250 |
| Monthly client reporting | 6 | £7,800 |
| Total | 24 | £31,200 |
Illustrative figures for the example 12-person firm, based on a blended staff cost of £25/hour. Your real report is calculated from your actual hours and costs.
Sample · Section 3
Automation priority roadmap
Workflows are sequenced by impact, speed to build, and risk — so you know exactly what to tackle first.
- 1
Bookkeeping data entry
Highest hours reclaimed per week and the most repetitive, rules-based task on the list — the fastest automation to build and the easiest to validate.
- 2
Client document chasing
Directly protects deadline-driven revenue and is low-risk to automate since it only sends reminders, with a human still handling every reply.
- 3
Client email triage & response drafting
Bigger time saving, but needs a short calibration period so drafted replies match the firm's tone before it runs with less oversight.
- 4
Monthly client reporting
High value but depends on clean, consistent source data — sequenced after the data-entry automation is already in place.
- 5
New client onboarding
Smallest time saving of the five, so it's scheduled last — a good next project once the team is comfortable with the earlier automations.
Sample · Section 4
Tool recommendations
Your report recommends specific tools and platforms suited to your existing tech stack and budget — not a generic list.
Document capture & OCR
Automated extraction from receipts, invoices, and bank statements to remove manual keying.
n8n or Make
Automation platform connecting the practice's existing software so data moves without manual re-entry.
Existing practice software
Automations integrate with the accounting and practice management tools already in use — no rip-and-replace.
Claude / OpenAI
AI-drafted email responses and report summaries, reviewed by staff before anything is sent to a client.
Delivered within 48 hours of your call
Book a 30-minute discovery call, and you'll have your own version of this report — mapped to your real workflows, tools, and numbers — in your inbox within 48 hours. No cost, no obligation, and you keep the report either way.
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