AI for Professional Services
AI transformation for professional services
Accountants, consultants, advisors. Your expertise is billable, your admin isn't. Automate the back office and focus on client work.
Common challenges
Challenges professional services teams face
These problems cost time, money, and competitive advantage. AI can fix them.
Admin eating margins
Hours lost to scheduling, invoicing, follow-ups. Billable time displaced by busywork.
Client communication overhead
Same questions, same emails, every client. Manual status updates. Inbox overload.
Document chaos
Files scattered across email, Drive, portals. Hunting for documents wastes time.
Seasonal crunch
Feast or famine. No way to smooth capacity. Team burns out during peaks.
How we solve it
How AI solves professional services problems
Manual onboarding
Automated intake workflows. Engagement signed, docs requested, portal setup. All triggered automatically.
Clients onboarded in days, not weeks. Less back-and-forth. Fewer dropped balls.
Document collection
AI-powered document requests with auto-reminders. Clients upload once, system organizes.
Stop chasing documents. Clients self-serve. Everything in one place.
Invoice and collection
Automated invoicing, payment reminders, and escalation sequences. Collection happens without your involvement.
Get paid faster. Collections improve 30%. Free up admin time.
Recommended tools
Top AI tools for professional services
These tools integrate with Shyft infrastructure for professional services workflows.
FAQ
Common questions about AI in professional services
Ready to transform your professional services operations?
Start with a free scan to see which parts of your stack are ready for AI. Or talk to an expert about your specific needs.