Reconcile

Case Studies

Case Studies

Real results for real businesses.

Mid-Size Accounting Firm

40 hours saved per client

The challenge

A mid-sized accounting firm relied on expensive SaaS tools and manual processes to manage R&D tax credit assessments for clients. The workflow was time-consuming, error-prone, and created bottlenecks during peak season.

What we built

A custom admin and client dashboard with AI-assisted workflows that automated key steps in the R&D tax credit assessment process. The platform replaced multiple SaaS subscriptions and centralized the firm's operations.

The result

40 hours saved per client on R&D tax credit assessments. The firm reduced its SaaS spend, eliminated manual bottlenecks, and gave its team the headspace to focus on higher-value advisory work.

Registered Investment Advisor

10 hours saved per month

The challenge

A small RIA spent significant time each month managing client scheduling — back-and-forth emails, calendar conflicts, and manual coordination. It was a low-value task consuming high-value time.

What we built

An autonomous AI scheduling assistant that handles client booking, rescheduling, and reminders without human intervention. The assistant integrates with the advisor's existing calendar and CRM.

The result

10 hours saved per month on scheduling. The advisor now focuses on client relationships instead of logistics, with the peace of mind that scheduling runs itself.