Case Studies: The Benefits of Beanies
Case studies: Technology in accounting isn’t just a buzzword—it’s a business model. Across firms of all sizes and specialities, automation is stepping in where spreadsheets once ruled, and nowhere is that more evident than in the stories of those using Beanies. Whether it’s saving six months of work in six days or filling the shoes of a retiring payroll master, Beanies are proving they’re not just helpful—they’re transformative.
Let’s take a closer look at how different types of firms are reshaping their future with Beanies with these case studies—and how yours could be next.
The Micro Firm with Mighty Results
This practice may be small, but their results are anything but. Using the Bank Rec Beanie, they achieved one of the highest straight-through reconciliation match rates on record.
How? The Beanie didn’t take Christmas off. While their human team enjoyed the holidays, the Beanie worked tirelessly in the background. When staff returned in January, there were no client backlogs, no stress, just clean books.
Could this be you? If you’re a micro-practice juggling too much with too few hands, Bank Rec Beanies can work silently while you rest.
The Small Firm That Dodged a Crisis
When a key team member at this practice fell ill, the firm braced for the worst—backlogs, delayed reconciliations, and strained client relationships. But thanks to the Bank Rec Beanie, the firm didn’t skip a beat.
The Beanie quietly maintained operations, reconciling client accounts with no downtime. When the staff member returned, they walked into a serene inbox, not a storm of chaos.
Could this be you? If your firm is vulnerable to unexpected absences, automation can offer peace of mind and uninterrupted service.
The Medium Firm That Cleared 190,000 Items in 6 Days
This firm onboarded a new client who came with a beast of a backlog—190,000 unreconciled bank items. Traditionally, this could take half a year to clear manually.
Enter the Bank Rec Beanie. In just six days, every item was reconciled. No rules needed. No all-nighters. Just clean, efficient automation doing what humans couldn’t—at warp speed.
Could this be you? If onboarding clients with messy records is slowing your growth, automation can fast-track cleanup and get you billing faster.
The Large Firm Fueling Strategic Growth
As a CFO-focused firm, these guys needed a way to scale without sacrificing quality. By deploying multiple Beanies, they freed up time for their CFOs to focus on delivering insights, not inputting data.
Their Beanies now handle the grind, enabling a smarter, faster, and more strategic approach to CFO services.
Could this be you? If your firm is scaling and needs to keep quality high and costs low, Beanies are your growth partners.
Replacing the Retiring Payroll Master
When a key payroll veteran at this company retired, the team didn’t panic—they automated. With Payroll Beanies, they streamlined everything from updating employee records to running payroll and auto-billing clients.
The shift wasn’t just a stopgap—it became a new way of working. What started as a necessity is now a core part of their operations.
Could this be you? If you’re staring down succession planning or growing a payroll service, Beanies are your new MVPs.
A Top 20 Firm Using Beanies to Master Integration
For this grand firm, one of the UK’s top 20 accounting firms in fact, automation isn’t a side project—it’s a strategy. They’ve implemented multiple Beanies across systems and clients, using them as the ultimate post-acquisition tool.
Merging firms often face long, painful integration timelines. But these Beanies compress that cycle, cutting time and cost dramatically.
Could this be you? If your firm is growing through acquisitions or managing multiple systems, Beanies can turn chaos into clarity.
HMRC Beanies – Communication, Compliance, and Clarity
A wide range of firms are benefitting from the HMRC Beanie, which does everything from confirming tax balances to updating workflows and even messaging clients with real-time updates.
This is more than just a bot—it’s a communicator, a checker, and a digital assistant all rolled into one.
Could this be you? If you’re drowning in tax queries and client emails, the HMRC Beanie can lift the burden.
Final Thoughts
From these case studies, we know the accounting industry is evolving, and firms embracing Beanies aren’t just keeping up—they’re pulling ahead. Whether you’re a solo bookkeeper or part of a top 20 practice, there’s a Beanie ready to take something off your plate.
Because better work isn’t about working more—it’s about working smart.
