All customersServices
Calder & Webb
The Monday report writes itself
A 12-person accounting firm spent every Monday morning building one report from six sources. The weekly reporting agent now has it ready at 07:00.
Company
Calder & Webb
Industry
Services
Team size
12 people
Result
15 minutes
Before and after
4 hours on Monday
15 minutes
to produce the weekly partner report
01
The challenge
Calder & Webb advises around 140 small businesses. Every Monday, one partner pulled numbers from the ledger, the CRM, the time tracker and two spreadsheets into a single report for the partners' meeting at 11:00.
It took four hours, and when that partner was away, the meeting happened without numbers.
02
The approach
The weekly reporting agent pulls from all six sources at 07:00 and writes the report in Notion with a three-line summary on top. Every figure links back to where it came from.
- The same queries every week, agreed once with the partners
- Short notes on anything that moved more than 10%
- No forecasts and no client advice: the agent reports, the partners interpret
03
The results
- Four hours every Monday down to 15 minutes of reading and commentary
- The report is ready even when someone is on holiday
- Two clients with falling margins spotted a month earlier than before
Three months later the firm added lead qualification for new enquiries and the onboarding assistant for new clients.
“
The Monday report used to be my whole Monday morning. Now I read it on the train and only fix the commentary.
H
Hannah Vogel
Managing Partner
+
/ 001 /
Agents used
The agents behind these numbers.
Each one runs with written rules, and a person approves anything above its limits.
+
/ 002 /
More stories
Other teams, other queues.
Different industries, the same first step: one week of looking at where the hours actually go.
Logistics
Northpoint Logistics
9 hours a day
35 minutes
Delivery exceptions sorted before the morning call
A 40-person freight forwarder used to start every day with nine hours of carrier exceptions spread across three people. Now the support triage agent reads them overnight.
E-commerce
Harbor & Pine
6 hours to reply
4 minutes
First replies in minutes, even in peak season
An online home goods retailer with three warehouses answered customers in six hours on a good day. Support triage now routes 1,900 tickets a week and drafts the simple half.
Finance
Ledgerline
6-day close
2 days
Month-end close cut from six days to two
A 120-person payments company matched 4,000 supplier invoices a month by hand. The finance ops agent now does the matching and sends only the mismatches to a controller.
+
/ Next /
Get started
Pick one workflow. We will have an agent on it in 21 days.
Book a 30-minute call. Bring the task that eats the most hours and we will tell you plainly whether an agent can take it.