Less manual input, more capacity for clients, clearer numbers, fewer things your team has to remember, re-enter, or fix.
Opzer connects the tools you already use, automates the work that shouldn't need a person, and builds the dashboards and internal tools your firm is missing.
$24,000 a year to around $90 a month
Advise dramatically reduced the cost of its reporting setup.
2–3 weeks
The first working version of Advise’s new reporting application was shipped within weeks of the build beginning.
6–7 pages
A custom reporting experience built around the financial information Advise’s clients actually need.
1,050 hours a year
Freed from repetitive bookkeeping work at Calculated Moves.
2 hours to 15 minutes
Month-end work per client at Calculated Moves.
Each new client required 45 - 60 minutes of manual data entry.
Approximately one hour saved per client onboarding.
Bank categorization could take around an hour per statement, depending on size.
Bank statements can now be categorized in 2–3 minutes using the AI-assisted application.
Key processes depended heavily on individual team members.
Processes are more standardized, so other team members can step in when someone is away.
Manual work was limiting how many new clients the existing team could support.
The team is much more open to working with automation. And Core Group can continue growing without automatically needing to hire more people.
“Anytime something comes up, I’m like, ‘Oh, let’s ask Opzer. Let’s find out from Opzer.’”
What did change feel like for the teams we work with?
The numbers matter. But so does what happens when your team realizes a task they’ve repeated hundreds of times simply doesn’t need them anymore.
“I wanted to be able to control our own destiny and put our own flavor on it.”
A Power BI-based reporting setup that cost around $24,000 a year, relied on one person to maintain it, and had to be rebuilt for each client.
AfterA custom reporting application built around Advise’s own processes, which the wider team can use, with Matt reporting around $90 a month in Replit costs.
“This year was a distraction-free tax season. When there were issues, you guys showed up and fixed it immediately. I could just work (and I’m the guy with the highest billing rate).”
A disastrous tax season that showed the team they needed a system to help them prepare well in advance.
AfterA distraction-free tax season, with hourly rates increasing from $226/hr to $333/hr.
“You gave us visibility into our numbers we never had before… If you want to improve your workflows and efficiency, this is money well spent.”
Spending $$$ on pre-packaged automation solutions that worked for a process or two.
AfterReporting that has shifted conversations toward advisory and operational improvements instead of guesswork.
The firms explain where they started, what Opzer built, and what changed once they had smarter systems.
Bring us the workflows that take too long, the broken connections you don’t have time to fix, the reports you don’t quite trust, or the idea you know should be possible but don’t have time to build.
We’ll help you work through what needs to be done for a smooth workflow, and we’ll build it.
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