Client document collection
Trigger requests, reminders and status updates when required documents are missing or received.
Accounting workflow automation
Less accounting admin.
More time for clients.
Automate the repetitive work around documents, recurring tasks, approvals and reporting without replacing the tools your team already relies on.
Accounting workflows worth automating
Accounting and bookkeeping teams often spend too much time chasing information, moving data between systems and preparing routine work for review. ShadowThread connects those steps so the team can focus on the work that needs judgement.
Recurring task coordination
Turn recurring monthly or quarterly work into consistent workflows with clear owners and next steps.
Review and approvals
Move prepared work to the right reviewer and record the outcome with less manual coordination.
How we approach it
01
Map the workflow
We identify where information is requested, entered, checked, approved and handed off manually.
02
Separate automation from judgement
We automate predictable coordination while keeping review and professional judgement with the right people.
03
Connect the existing tools
We build around the systems your team already uses rather than forcing a new platform into the process.
04
Monitor what runs
Automations are monitored so failures, exceptions and required adjustments do not become invisible operational problems.
Have an accounting process that takes too much time?
Tell us what your team is doing manually. We'll look at the process and tell you where automation can help.
Tell us what to automate