New-client onboarding
Move an accepted engagement towards a complete, reviewable client and job record without letting automation accept the client or decide risk.
Sydney accounting practices
Automate the handoff, not the judgement.
Run Lighter helps accounting, bookkeeping and advisory firms improve one repeated workflow around the systems they already trust. We map the trigger, owner, exceptions and evidence first, then prove a small connection before expanding it.
The check runs in your browser. No call, login or data upload is required.
Four useful starting points
Fix the point where work changes hands.
These are different operational problems. Run Lighter does not create a stack of near-identical pages or sell “AI for accountants” as a cure-all.
Recurring document collection
Make missing items, approved reminders, receipt evidence and job-ready status visible without another private spreadsheet chase.
Scope to billing
Give an out-of-scope request a controlled path to human fee approval, delivery and billing before helpful work becomes invisible margin leakage.
Job bottlenecks and capacity
Use named statuses, owners, due dates and blocked reasons to surface work that needs intervention before deadlines or clients become the warning system.
The implementation method
Start with a completed case, not a software demo.
The first proof is deliberately bounded. The aim is evidence that one handoff works in your environment—not a dramatic platform replacement.
Trace
Use one completed example to identify the real trigger, systems, decisions, owner and finish state.
Bound
Separate routine steps from professional judgement, commercial decisions and unusual exceptions.
Prove
Implement one safe path with logs, permissions, stop conditions and a human review point.
Read back
Confirm the result in the destination system and compare it with the completed case before expanding.
Human control
What can move automatically—and what should not.
A workflow can prepare and route information. It should not hide accountability behind a confidence score.
Good automation work
- Capture structured information once
- Create a review task in the approved system
- Check completeness and route exceptions
- Send an approved reminder from a known status
- Record the outcome and timestamp
Keep a person responsible
- Client acceptance and risk decisions
- Professional advice and sign-off
- Fee, scope and relationship judgement
- Security or privacy exceptions
- Anything the evidence cannot support
Handoff Proof
Prove one troublesome handoff before you buy a bigger solution.
A bounded Handoff Proof is A$1,250 + GST. An A$250 + GST reservation is credited to the fee. Final scope, eligibility, delivery boundaries and reservation terms are confirmed in writing before payment. No result, saving or ranking is guaranteed.
Start with the free async check
Prefer email? adrian@runlighter.com