“I'm managing more clients than ever and nothing is getting missed. I know what's happening with every client and I feel prepared for every meeting.”
The growth problem
Every accounting firm hits the same problem as it grows: the more clients you take on, the harder it is to keep on top of everything.
Keeping track of every client's situation means relying on memory, quick email searches and hoping nothing's slipped.
Matthew Cotson, a Client Relationship Manager at Blu Sky Chartered Accountants, didn't want to work that way. He uses Coco, an AI coworker built by Combinely, to prepare him for every client meeting, track commitments across his full portfolio, and handle routine operational work ready for review.
Prepared for every meeting
Before every client meeting, Coco sends Matthew a brief so he arrives prepared.
“It pulls together what needs discussing, what's outstanding, anything that's changed. I don't have to dig through emails or piece it together myself.”
Tracking commitments at scale
Coco also tracks action items across Matthew's full client portfolio, pulling together outstanding commitments that would otherwise mean trawling through weeks of correspondence.
And it handles routine processing – reconciliations, invoice management, data matching – without being asked.
The result
Blu Sky grows its client base without losing grip on the details, because Coco handles the information layer and Matthew handles the relationships.
