Hours back from the admin.
Accounting and bookkeeping firms, insurance brokerages, engineering and design offices: the client work pays, and the admin around it doesn’t. Third Shift builds automations for that admin: chasing documents, onboarding clients, billing, and the month-end routine.
What piles up
The admin around the client work
None of it is billable, and all of it has to happen.
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Chasing documents
Clients missing papers get polite reminders on a schedule, and the reminders stop once the documents are in, or when you say so.
How process automation works -
Client onboarding
New clients set up in each system, engagement letters drafted from your template, and the welcome email sent.
More on what else we build -
Time to invoice
Where you bill for time, entries are checked for gaps and invoices drafted from approved time for you to review and send.
More on what else we build -
Inquiries
Website and email inquiries logged and replied to within minutes, with a link to book a call.
How lead follow-up works -
Month-end and reporting
Unbilled work in progress, overdue accounts and hours by person, built overnight and checked against the source.
How automated reporting works -
Your own payables
Supplier and subscription invoices coded, posted and lined up for approval.
How invoice automation works
What stays with you
Your judgment stays yours
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Client advice
Nothing the automation does is advice. It handles the admin around your work and passes anything that needs judgment to you.
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Confidentiality
Client files stay in the systems you already use, with the least access that does the job. Where an AI model reads a document, it’s a business-grade service that doesn’t train on your data.
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What clients see
Every message goes out under your firm’s name, in words you approved, and you can stop reminders for any client at any time.
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Money
No money is paid or sent without a person signing off, unless you decide otherwise.
Who it’s for
A good fit if
- Year-end means weeks of chasing clients for documents.
- Billing waits for a quiet day, so time sits unbilled.
- Onboarding a client means typing their details into four systems.
- Month-end reporting falls to the same person every time.
Works with
What you already run
- QuickBooks
- Xero
- Sage
- Gmail
- Outlook
- Excel
- Google Sheets
- HubSpot
Using something else? Ask. If you can log into it, there’s usually a way to connect it.
Questions
What owners ask
We’re an accounting firm. Isn’t this what we do for clients?
You do the accounting. We automate the admin around it, like document chasing, onboarding and billing, so the firm’s own hours go further. If your practice software already chases documents, we leave that alone and work on what it doesn’t.
Will it send anything to clients without us?
Only the messages you’ve approved, like document reminders, and you can stop them for any client at any time. Anything new waits for you.
How long does a first build take?
First builds typically ship within a few weeks. We run it alongside your team until it’s trusted, then hand it over.
Who else it’s for
Other kinds of business
- Trades and contractorsQuotes followed up, crew schedules sent, supplier invoices matched to jobs.
- Distributors and wholesalersEmailed orders drafted, supplier invoices matched, stock and collections watched.
- ClinicsThe business side of the clinic: supplier invoices, inquiries, schedules and numbers.
- ManufacturersPurchase orders, supplier invoices, material reorders, timesheets and weekly numbers.
Book a call
Tell us where the non-billable hours go
A free 20-minute call. Tell us which admin jobs eat into the week, and we’ll tell you plainly what’s worth automating.
Prefer email? thirdshift.ca@gmail.com