W Advisory
W Advisory is an Australia-based accounting and advisory firm providing tailored bookkeeping, tax, and accounts receivable/payable services, with a focus on strategic planning and real-time financial insights to improve efficiency and profitability.
50% time reduction
on data entry and reconciliation
85% reduction
In invoice processing errors
" Integrating Numa AI with our existing tools has transformed our business operations by automating repetitive tasks like data entry and reconciliation, we've reduced the time spent on these by over 50%. As an accounting firm, we highly value efficiency and accuracy in our work. Numa’s accuracy in detecting anomalies minimizes the need for manual checks, saving us even more time while helping us maintain our high standards in financial reporting. Numa has significantly boosted our productivity, allowing my team and me to focus on strategic tasks and provide better service to our clients."
The Problem
Scaling accounts payable without scaling admin
As a fast-growing firm, W Advisory needed to optimise how it managed accounts payable across a diverse client base. Manual invoice processing was time-consuming and error-prone, often leading to delays that could impact client satisfaction. Accountants were spending too much time on repetitive data entry, limiting their capacity to focus on higher-value advisory work and strategic client support.
Solution
Xero integrations for seamless financial workflows
W Advisory used Numa to build AI agents that automate end-to-end accounts payable workflows for their clients. By integrating Numa with Xero, the firm removed manual, error-prone tasks from AP processing, enabling accountants to focus on higher-value advisory work while supporting scalable growth.
- Built AI agents in Numa to manage accounts payable end to end
- Integrated Numa with Xero for seamless financial workflows
- Automated invoice data extraction, account coding, and GST calculations
- Streamlined new supplier approval requests
- Reduced manual handling across high-volume client AP processes
Results
Numa’s impact was immediate and measurable
- 50% reduction in manual AP work, saving ~20 hours per week across the firm
- 50% decrease in AP-related operational costs for clients
- 85% reduction in invoice processing errors, improving accuracy and trust
- Increased productivity, enabling accountants to spend more time on strategic advisory and client
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