GM, !
We had this master tracking spreadsheet. 47 tabs. Color-coded nightmares. Every Monday, someone would update the wrong row. Every month-end, a formula would break and three people would argue about whose fault it was.
We all hated it. We all needed it.
That's not operations. That's shared trauma.
Moved everything to Process Street. Tasks route automatically. Approvals happen inline.
No more hunting for who did what.
The spreadsheet is gone. The Monday fights are gone.
Try Process Street. Let something die.
1. 🤝 Dealfront automates website visitor identification and lead enrichment so firm owners identify high-intent prospects, build a predictable sales pipeline, and grow advisory revenue.
2. ⚡ Custom GPT enables you to teach AI your firm’s processes, chat with client data and generate deliverables so your team ups-kills juniors, reduces partner review time and boosts margin per engagement.
3. ⚡ Synthesia scales client education and internal training by generating secure, multilingual AI videos, drastically reducing the firm's time spent on repetitive explanations and staff onboarding.
4. ⚡ Folk streamlines lead research and follow-up using AI enrichment and collaborative pipelines so accounting firms can build a predictable pipeline and focus on high-margin clients.
5. 🤝 zoominfo prioritizes ideal client segments and buyer intent data so accounting firms can build a predictable pipeline and profitably grow their advisory services.
6. 🧾 Shoeboxed automates receipt scanning and expense categorization so accounting firms eliminate manual data entry, reduce errors, and gain accurate, auditable client expense records.
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