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Automation · 2024 · Cabinet d'expertise comptable (anonymisé)

Automated client onboarding for an accounting firm

Full automation of client onboarding: e-signature, document collection, file creation in the PMS.

before 5 jours
after 24h
delta −80 %
// 01 — context

Accounting firm with 4 staff, new-client onboarding averaging 5 days.

// 02 — problem

Too many email back-and-forths, lost documents, low conversion after signed quote.

// 03 — solution

n8n pipeline: Yousign → Drive → internal PMS API → sequenced welcome email.

// 04 — result

Onboarding cut to 24h, +30% quote-to-client conversion.

// tech stack
n8nYousignGoogle DriveBrevoAPI custom
// 06 — let's go

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