Document chasing
Recurring follow-up for client information, missing paperwork, and incomplete submissions eats time and interrupts higher-value advisory work.
For Accountants
Practical automation for accounting and advisory teams
From document chasing to recurring reporting workflows, Shan Studio helps accounting teams reduce repetitive admin without pretending professional judgement can be automated away.
You'll hear back directly from me within one business day.
Common Problems
Where accounting teams usually feel the drag
The best opportunities tend to sit between existing software tools, inboxes, files, and review steps rather than inside one product alone.
Reporting repetition
Teams often rebuild the same management reporting steps every month across spreadsheets, emails, and cloud accounting tools.
Governance hesitation
AI can be useful, but only when privacy, review checkpoints, and professional judgement are handled properly.
Service Fit
A simple ladder from workflow review to a live pilot
For accounting teams, the first useful step is usually either a scoped diagnostic or one bounded pilot with clear review points.
From NZD 2,500
AI Opportunity Sprint
A structured diagnostic to find the highest-value workflow improvements before you commit to a build.
Usually 1 to 2 weeks
Small firms that know there is friction but want a clear recommendation, rough ROI, and a low-risk first step.
- Discovery session with Shan
- Workflow mapping and bottleneck review
- Priority opportunities ranked by effort and payoff
- Data and privacy considerations
- 90-day action plan with recommended next pilot
From NZD 8,000
Workflow Pilot Build
A fixed-scope build that removes one painful manual process and proves value quickly.
Usually 3 to 6 weeks
Teams ready to fix a specific workflow such as document chasing, reporting prep, quoting admin, or internal approvals.
- Discovery and scope confirmation
- One production-ready workflow or internal tool
- Integration with the systems already in use
- Testing, documentation, and staff walkthrough
- 30 days of post-launch support
From NZD 18,000+
Operations Copilot Platform
A broader internal platform connecting multiple workflows, dashboards, and AI-assisted operations support.
Usually 6 to 12 weeks
Growing firms that have already proven one workflow and now need a more durable operations layer.
- Multi-workflow process design
- Custom internal tools and role-based access
- Reporting views and operational dashboards
- Governance, rollout, and enablement support
- 60 days of optimisation after launch
Privacy and Governance
Useful automation still needs human review, access discipline, and clear boundaries
That is part of the delivery model from the start, not an afterthought bolted on at the end.
- Client-approved tools only. No surprise software in the stack.
- Access is kept to the minimum needed to complete the work.
- Client data is not used for model training unless explicitly agreed in writing.
- Every build includes a clear handover, support expectations, and named accountability.
If one recurring workflow keeps interrupting higher-value work, start there
The right first project for an accounting team is usually specific, documented, and easy for partners to evaluate.
You'll hear back directly from me within one business day.