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When 3K Financial & Accounting Services Ltd came to us, they weren’t a small practice testing software.
They were already serving 400+ UK clients across VAT, accounts, payroll, and compliance.
Growth was the goal. But at 400+, the back office was already straining.
The numbers behind the problem
- 4–6 onboarding documents per new client (Form 64-8, registration, direct debit, change of accountant) — chased over email
- 3 disconnected entity types (sole trader, partnership, limited company) — each with different paperwork
- Dozens of status-chase emails every week — “Did you get my file?” “Where’s my signature?”
- Companies House deadlines tracked manually — one missed filing, serious consequences
- Bank statements and invoices processed by hand — page by page, client by client
The firm could take on more work. The operations layer couldn’t keep up.
That’s where Infuro Tech came in.
We built a custom practice platform on Infuro Flow — our enterprise automation and integration layer — designed for one thing: scale without adding proportional headcount.
What we built
1. One platform, 7 core modules
Dashboard · Customers · Jobs · Files · Reports · Settings · Customer Portal — everything in one place, not spread across five tools.
2. Digital onboarding at volume
Staff add a client once. DocuSeal sends the right signature pack automatically. What used to take 3–5 days of email back-and-forth now closes in under 48 hours.
3. AI document extraction — async, at scale
Upload a PDF or image. Vision + structure AI extracts invoices and bank statements into structured data. Jobs queue and process in the background — up to 50 pages per document, staff never blocked waiting.
4. A real client portal for 1,000+ businesses
Each client gets their own workspace: drive, jobs, subscription, details. They upload documents themselves. Self-service that removes hundreds of admin touchpoints per month.
5. Companies House deadlines — visible, not buried
Every client’s accounts and confirmation statement dates on one dashboard. Filter by 30, 90, or 180-day windows. Overdue filings flagged in red. Zero spreadsheets.
6. Governed access across a growing team
Role-based permissions for staff and portal users. Subscription plans with service packs and usage limits. Full audit trail on every file upload, download, and extraction.
7. 500+ integrations via Infuro Flow
DocuSign, email, accounting systems, webhooks, APIs — data moves between systems automatically, not through people’s inboxes.
The result
| Before After | |
| 400+ clients — ops already strained | 1,000+ clients — same lean team |
| Onboarding: 3–5 days, email-driven | Onboarding: under 48 hours, workflow-driven |
| Documents: manual extraction | Documents: AI-queued, async processing |
| Client updates: staff chased by email | Client updates: self-service portal |
| Deadlines: spreadsheet tracking | Deadlines: live dashboard, exportable |
| Systems: disconnected | Systems: 500+ connectors via Infuro Flow |
2.5× client growth. No 2.5× admin headcount.
That’s what purpose-built automation looks like for a professional services firm.
Is your practice outgrowing spreadsheets?
If you’re an accounting, legal, or compliance practice outgrowing spreadsheets and disconnected tools — this is the model we build at Infuro Tech.
Explore Infuro Flow or talk to us about a practice platform built for scale.