Fine Point Consulting
Outsourced accounting, HR and fractional CFO firm
- Size
- About 30 staff
- Where
- US
The job
The team used Claude to design a Power Automate workflow and an Office Script, built in Microsoft tools the firm already had, to run a client invoicing process.
Tool: Custom Built (Power Automate and Office Scripts)
What happened
Monthly invoicing time for one client fell from about 20 hours to under 3.
The firm started by training its accountants to think through problems with AI before automating anything, then spread each working process to other clients.
Before you believe it
Gusto ran the awards and published the write up. The saving is for one client process, so check how many clients it now covers.
Try this prompt
Test the job on your own material before buying anything. Replace the highlighted brackets.
Here is how we produce a client monthly invoice today, step by step: [STEPS]. Suggest which steps a Power Automate flow could do, write the flow outline, and list the checks a person should still make before the invoice goes out.
Source
Gusto ↗, 14 August 2026 · vendor story
This source was written or published by the supplier of the tool, so treat the claim as a sales story.
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