Overview
Mavedo is a Czech accounting firm with a strong client base — but like most accounting companies, they were slowed down by repetitive manual work, scattered tools, and limited onboarding capacity.
As client demand grew, manual coordination became the bottleneck preventing further growth.
What We Did
We introduced a connected AI system focused on three key areas:
- Client onboarding automation — allowing new customers to sign up, submit data, and get started without manual help.
- AI-powered offer generation and project creation — automatic proposal drafts and task setup for new clients.
- Integrated project management dashboard — unified overview of tasks, documents, and communication.
All modules were seamlessly integrated into Mavedo’s existing ecosystem — including ClickUp, Pohoda, Raynet CRM, Ecomail, Google Workspace, and invoice extraction tools — without changing how employees worked.
Features
- Automated client onboarding flows
- Proposal and project generation
- Smart integrations across accounting and CRM tools
- Manager dashboard for tracking performance and reporting
- Continuous improvement of internal workflows
Result
The company transformed its client experience and internal operations — removing friction, cutting onboarding time dramatically, and enabling the team to handle more clients with the same resources.
Mavedo is now positioned as a modern, AI-ready accounting firm for 2025 and beyond.
Learnings
- Even traditional industries like accounting can adopt AI effectively with the right integrations
- Automating onboarding is one of the fastest ways to free up team capacity
- Strong data connectivity across tools is the foundation for sustainable automation