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Accounting Workflow Friction Check

Choose one real workflow. This check helps you decide whether it is ready for a bounded automation proof or needs clearer ownership first.

1. Which workflow are you checking? New-client onboarding Client document collection Scope-to-bill approval Job bottlenecks and capacity

2. How often does the same handoff occur? Occasionally or unpredictably Several times a month Every week or for most jobs

3. Can the team see the current status in one trusted place? Yes, reliably Usually, with manual checking No, it depends on inboxes or asking people

4. Is one person or role accountable for the next step? Yes, in the system Known informally Often unclear or changes by case

5. How clear are the normal rules and exceptions? Mostly judgement with few repeatable rules A normal path exists but exceptions are informal Normal path and human stop conditions can be named

6. What happens when the handoff fails? Minor inconvenience Repeated chasing or delay Client, deadline, fee or control risk

Your result

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