Top 20 Case Study: How Beanies Helped This Top Firm Excel

When one of the UK’s top 20 accounting firms set out to save time, reduce costs, and integrate new acquisitions faster, they didn’t just tweak a few processes—they reimagined the entire workflow. The result? A fully embedded automation-first approach, powered by Beanies, that has transformed the way they operate.

top 20

The Challenge: Scaling Without Breaking the System

For firms experiencing rapid growth—especially through acquisition—efficiency becomes a non-negotiable. This leading practice knew they had to go beyond traditional headcount increases or overworking existing teams. They needed a solution that could scale with them, not strain them.

Their goals were clear:

  • Reduce manual work across clients

  • Increase capacity without increasing costs

  • Create a repeatable model for post-acquisition integration

Enter Beanies: Automation Built for Accountants

By deploying a suite of Beanies across systems and clients, the firm laid the groundwork for an automation ecosystem. These weren’t generic bots bolted onto their workflows—they were purpose-built digital workers designed to support core accounting functions, from reconciliation to reporting and beyond.

But what really shifted the gears was how the firm used Beanies in the post-acquisition lifecycle. With new firms onboarded regularly, integrating systems, processes, and people could be overwhelming. Beanies changed the game.

“Bots completely transformed the firm. We’re able to rapidly scale and increase our offerings too!”
— Director, Top 20 Accounting Firm

The Results: Time Saved, Costs Cut, Growth Unlocked

With Beanies handling the heavy lifting, the firm saw:
✅ Significant time savings across recurring tasks
✅ Lower integration costs for newly acquired firms
✅ Increased bandwidth for staff to focus on high-value work
✅ The ability to scale client offerings without slowing down

Why It Matters

Whether you’re part of a top 20 firm or a growing practice, the pressures are the same: do more, with less, and do it better. This case shows that automation isn’t just for efficiency—it’s a strategic advantage.

Beanies gave this firm the flexibility to move fast, the control to maintain quality, and the power to keep growing. Imagine what they could do for your firm.