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A demonstration by LaTrevyon Davidson. Whitaker Pryce Accounting & Advisory is fictional.

Information enters once.
The system moves it.

One accounting firm, one new client, one engagement from request to payment. People step in for judgment, approval and the client relationship. The repetitive administrative movement in between stops being anyone's job.

IntakeThe form on the firm's website. Rosa asks for help once. Everything downstream starts here.Staff workspaceWhat the firm sees. One record, a live feed of the work the system is doing, and the decisions that still need a person.Client portalWhat Rosa sees. Book, upload, sign and pay, each from one page that changes as the engagement moves.

Where the story is

0of 13 moves ยท 0 modeled minutes removed so far

  1. 1Request and bookingRosa asks for help. The system builds her record and books the call.
  2. 2Discovery and documentsJordan runs the call. Rosa uploads four files; one is missing a page.
  3. 3Scope and approvalDana confirms hours, Jordan confirms scope, Elaine approves the $2,850 fee.
  4. 4Acceptance and onboardingRosa signs. The packet, tasks and system records appear on their own.
  5. 5Work complete and invoiceThe professional work happens off stage. Owen approves the invoice.
  6. 6Payment and closeRosa pays. Follow-up goes out and the engagement closes.

The model behind it

The firm's current process was mapped step by step: 98 steps, 9 roles, 13 handoffs and 11 retypes for every won engagement, about 692 staff minutes. The design removes 472 of them. The demo shows the ones a viewer can see.