Accounting operations
Client onboarding checklists, document collection, and internal workload views — without a giant practice management rollout.
Clear scope and price band before work starts
AI can answer common client FAQ and collect documents before your team steps in.
Clear scope, working output, clean handover.
Practice · 6 staff
Clear scope and price band before work startsBefore
Client files arrived by email, WhatsApp, and USB stick.
Fix
Onboarding checklist + automated client chase for missing docs.
Outcome
Onboarding time per client cut ~40%; less partner firefighting.
Bookkeeping bureau
Clear scope and price band before work startsBefore
Same client questions every quarter on repeat.
Fix
Client FAQ portal + document upload portal.
Outcome
Email volume down; junior staff handled tier-1 questions.
Tax season surge team
Clear scope and price band before work startsBefore
No live view of who was blocked waiting on client.
Fix
Client status board: waiting on client / in progress / filed.
Outcome
Partners saw bottlenecks daily — reallocated staff early.
Payroll + accounts bundle
Clear scope and price band before work startsBefore
Payroll exceptions handled in inbox threads.
Fix
Exception queue with owner and SLA.
Outcome
Payroll deadline misses eliminated for mid-size client base.
Quick intake
About two minutes. Get a fix recommendation and rough price band. No call required.
Problem
Use the intake above or email hello@opspatch.com. Plain-language recommendation: what to build, what it costs, what it solves.