Case
Practice management for a solo tax accountant
A solo tax accountant recovered 60 hours per month by routing inquiries, invoice collection, and monthly reports through AI workflows. Collection rate moved from 78 % to 95 %. Twelve new clients onboarded without additional staff.
Client
- Name
- Solo tax accountant (incorporated)
- Business
- Tax accounting practice
- Location
- Saitama, Japan
- Revenue
- ¥15M / year
- Staff
- 1 + part-time assistant
Demo
What was breaking
01
Three hours a day on the same twenty client questions across email and LINE
02
Invoice collection entirely manual; reminders avoided out of social discomfort
03
End-of-year tax season: monthly work reports built by hand for thirty clients
04
Refusing new clients because the administrative load was already at capacity
Workflows in this build
Workflow
AI Inquiry Concierge (Multi-Channel)
AI handles initial responses, hearing, and scheduling across LINE, email, and web forms.
Workflow
AI Invoice Collection & Escalation System
Automated overdue invoice follow-ups with AI-drafted escalating reminders.
Workflow
AI Timesheet & Work Report Generator
Auto-generate monthly work reports from calendar and task data.
Workflow
AI Daily Business Summary
Morning briefing aggregating orders, inquiries, traffic, and social engagement.
Before / After
| Metric | Before | After |
|---|---|---|
| Inquiry response time | 24 h | 5 min |
| Invoice collection rate | 78 % | 95 % |
| Monthly report creation | 8 h / month | 30 min |
| Time recovered | — | 60 h / month |
| Revenue impact | ¥15M / yr | + ¥6M / yr |
Notes from the build
Context — A solo tax accountant in Saitama, thirty SMB and freelancer clients, working 14-hour days during filing season. The expertise was the bottleneck, but the bottleneck around the expertise — inquiries, invoicing, monthly reports — was consuming the day.
The Build — Four workflows, all routed through n8n.
The inquiry concierge absorbed first-contact responses on email and LINE. Two years of past conversations seeded the model so the recurring twenty questions resolved without escalation; only complex or new inquiries reached the operator.
The invoice collection system monitored the receivables sheet daily and sent graduated reminders — polite at 7 days, firm at 14, formal at 21 — with the AI drafting context-appropriate language. The emotional friction of chasing a client disappeared.
The timesheet generator assembled monthly work reports from calendar events and task logs. Eight hours of report writing collapsed into thirty minutes of review.
The daily business summary delivered a 7 AM LINE briefing — overnight responses, overdue invoices, deadlines approaching.
The Result — Sixty hours back per month within three months. Collection rate from 78 % to 95 %. Twelve new clients absorbed without hiring.
What Got Cut — No customer-facing portal. No automated tax filing. The system extends the operator's existing flow; it does not invent a new operating model.