Manage 20% more clients with the same team.
Opzer's Capacity Engine automates document collection, transaction coding, reconciliations and month-end close, so your bookkeeping firm grows in 16 weeks, without hiring.
Hours per client / month
Your team is at capacity. Your close is the reason.
You're still chasing documents, clicking transactions one by one and reconciling accounts by hand. It shows up as a close that used to take 2 hours and now takes 10, a team at capacity, and new clients you have to turn away.
The client chase
Missing statements, unanswered requests and disconnected bank feeds stall every close.
Manual transaction coding
Skilled people burn hours coding transactions one at a time.
Manual reconciliations
Close time balloons, seniors become the bottleneck and growth stalls.
Three phases. Nine steps. One bookkeeping firm that scales.
For bookkeeping firm owners with teams of 5 to 50. Standardize the process, connect the tools, and uplevel the team.
Standardize
Process: one way the firm closes books.
Connect
Tools: no human bridging data to your ledger.
Uplevel
Team: agents do, your people review.
Set the one way your firm closes books.
Every new file starts from the same setup. Custom becomes standardized.
1. Map Bottlenecks
Map one typical close end-to-end to show exactly where work waits and where the team loses time.
2. Track Capacity
Set a day-one baseline and a monthly scorecard so you can prove capacity increases. Measured in budgeted hours (if you don't track time) or in tracked hours (if you do).
3. Codify Patterns
Spot what's shared across your clients and within each client over time, even if it isn't much. Then extract a chart of accounts, bank rules, and templates, so your team only handles what's actually different.
Monthly bookkeeping hours per client
Take the human out of the data pipeline.
Connect data sources so the human is no longer the bridge between client data and your accounting system. Siloed becomes connected.
1. Auto-Pull Documents
Connect the 80/20 transaction sources (banks, processors, industry systems) and save source documents in the right place in your systems, so no one downloads and files by hand.
2. Automate Posting
Install feeds, integrations, and agents that post journals, bills, and invoices automatically, so the team starts the close with 90%+ of transactions already done.
3. Accelerate Client Response
Set up automatic workflows that request client actions, so bank feeds are reconnected, documents arrive early, and a human only steps in for the few who don't respond.
Your sources → your ledger, hands-free
Agents do the work. Your people review it.
Make agents the doers and your people their managers and reviewers. Doing becomes reviewing.
1. Resolve Discrepancies
Deploy agents across P&L and Balance Sheet accounts to show you what matches, what's missing, and why, so a junior can make the fix without a senior stepping in.
2. Review by Exception
Enable seniors to close the books with confidence in a few minutes with agents that flag exactly what needs a second look.
3. Train the Team
Get your team to master the agents and workflows we put in place, so your firm can confidently use and maintain them without relying on us.
Month-end close review · Client #214
More revenue, same team.
Capacity to manage 20% more bookkeeping clients with the same team in 16 weeks, without hiring.
We measure progress by reducing total monthly bookkeeping time per client from baseline hours to about 20% fewer, including client follow-ups, transaction coding, reconciliations, and month-end close.
Bookkeeping firm owners with teams of 5 to 50.
- You're turning away new clients because your team is full
- Month-end close takes far longer than it used to
- Your seniors are the bottleneck on every review
- You'd rather grow revenue than hire and train
The automations Opzer build always work.
Opzer · Trusted by the top 5% of forward-thinking accounting firmsEvery step maps to a real automation.
Explore working examples from our Use Case Library.
We consult and install AI systems on top of the tools you already have.
No rip-and-replace. No new platform for your team to learn. We work inside your current stack, install the automations and AI agents that remove the manual work, and train your team to run them.
- Consult: we map your close, find where the hours go, and tell you what's realistic.
- Install: we build and connect the feeds, workflows and agents on your existing tools.
- Hand off: your team learns to use and maintain everything without relying on us.
Your stack stays. The work changes.
Accounting automation, answered.
What is accounting automation?
Accounting automation uses bank feeds, integrations and AI agents to collect documents, post transactions, reconcile accounts and flag exceptions, so your team reviews instead of doing manual work.
How does bookkeeping automation create capacity without hiring?
By cutting total monthly bookkeeping time per client by about 20%, including client follow-ups, transaction coding, reconciliations and month-end close, the same team can manage 20% more clients.
How long does it take?
The Capacity Engine runs in 16 weeks across three phases: Standardize, Connect and Uplevel.
What exactly does Opzer do?
We consult and install AI systems on top of the tools you already have. We map your process, connect your data sources, build the automations and agents, and train your team to run them.
Do you use specific AI or automation tools? Will we need to switch software?
We may leverage a mix of AI and automation tools to do the work, but the tool doesn't really matter here. We're tool agnostic: we use whatever fits your stack and gets the result, and you don't need to overhaul your systems.
What if you don't think 20% more clients is realistic for us?
We'll tell you. We'll only move forward if we believe we can help you achieve the 20% more clients, same team promise.
Which accounting software does it work with?
We connect to the systems your firm already runs on, such as QuickBooks Online, Xero, bank and processor feeds, and industry systems.
Do we need to track time to measure results?
No. We measure in budgeted hours if you don't track time, or tracked hours if you do.
Build the capacity to manage 20% more clients in 16 weeks.
Let's map your close, find where the hours go, and show you what The Capacity Engine would free up.
Book a free consultation