Topazos Accounting Streamlines Onboarding with AI

Topazos Accounting, a growing financial services firm, faced increasing demands as their client base expanded. Manual processes for onboarding and contract creation consumed hours of admin time each week. To scale effectively, they partnered with Sharpen-AI to automate these workflows.

The Challenge: Slow, Manual Processes

As the firm grew, onboarding new clients became a bottleneck. Key inefficiencies included:

• Time-Consuming Client Onboarding

  • Collecting and verifying client information required back-and-forth emails and manual data entry.

  • Each new client added significant administrative workload.

• Manual Contract Creation

  • Drafting and personalizing contracts for every client took hours.

  • Delays in contract finalization slowed down the onboarding process.

The team needed a faster, more scalable solution—without sacrificing accuracy.

The Solution: AI-Powered Automation

Topazos integrated Sharpen-AI’s automation tools, transforming their operations:

• AI-Driven Client Onboarding

  • The AI system automatically collects and verifies client details, eliminating manual input.

  • Faster processing ensures seamless onboarding.

• Automated Contract Generation

  • AI drafts custom contracts instantly, based on client data.

  • Ensures accuracy while cutting contract creation time drastically.

The Results: 20+ Hours Saved Weekly

With AI handling repetitive tasks, Topazos now saves over 20 hours per week, enabling them to focus on financial consulting and client relationships.

“AI has made onboarding effortless and contracts instant. Now, we can dedicate more time to what truly matters—helping our clients.”
— Agnese Meija, Partner, Topazos Accounting

A Smarter, Scalable Future

By automating key processes, Topazos Accounting has:

✅ Eliminated repetitive admin work
✅ Reduced errors in contracts and data entry
✅ Improved client experience with faster service
✅ Scaled operations without increasing overhead

AI has set a new standard for modern accounting—boosting efficiency while allowing firms to focus on growth.