ADV-03 · FlowCount Practice

Client intake & PBC automation

The document request that completes itself.

طلبات المستندات من العملاء، مكتملة من أول مرة

Early accessFor: Practice managers · Client finance teams

At upload

completeness scored when a document arrives, not weeks later

Basis: property of the method

The problem

Every engagement starts with a document chase. It costs days, and missing documents are the number one reason a line cannot be concluded.

What FlowCount does

Engagement-specific document request lists, a client portal, automatic chasing and completeness scoring at upload.

AI and rules used
Document classification (triage); rules
Builds on
FlowCount document triage

How it works

Who does each step

  1. 01Rules

    Generate the list

    Engagement-specific requests from the use-case template.

  2. 02AI

    Check at upload

    Classify each document and say what is still missing ("this is a 2024 TRC for vendor V2004; you still owe the 2025 one").

  3. 03Rules

    Chase

    Automatic reminders; a completeness score that evidences gate G1.

What you send

  • Client uploads

What you receive

  • PBC tracker
  • Completeness score per request

Controls built in

  • Evidence for gate G1

Sample input → expected output

What the result looks like

Basis: property of the method

Expected output: PBC tracker
PBCItemRequestedReceivedAuto-checkStatus
PBC-01AP extract (30-field template)01-Sep08-Sep37 rows; control total agreedPASS
PBC-05TRCs by vendor/year01-Sep10-Sep7 received; **CN 2025 missing; AE 2025-26 missing**INDETERMINATE
PBC-07Intercompany netting statements17-SepRaised by the completeness testOpen

Portfolio scorecard

Where it sits on the roadmap

Value

3.20 / 5

Feasibility

4.50 / 5

Priority index

7.20 · rank 8 of 27

Quadrant

Fill-in

Delivery

Wave 2 (3-6 m)

T-shirt size S: 2 to 4 weeks with 1-2 engineers + 0.5 tax SME, indicative build 50k to 120k. New rule set on the existing data model, one new input. How we score and sequence →

The document request that completes itself.

Tell us about your situation and we will keep you posted as this solution moves forward.

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