Bookkeeping Automation

Bookkeeping Automation Landing Demo

Visualizing the silent value of automation.

CFO-FocusAI Automation
The Challenge

Bookkeeping firms struggle to show tangible automation value.

Prospects don't understand the time and cost savings of automation until they've already understood, creating a trust gap in the sales process.

Strategic Insight

Key strategic pillars

Visual Impact

Demonstrate automation's power through visuals.

ROI Calculation

Let prospects see their own time and cost savings.

Minimal Onramp

Keep the design minimal, value-focused over copy.

Design Solution

An interactive automation showcase

Landing page + animated workflow demo (Sketch)

"Hours Saved" calculator mock

Visual integration map of connected software (QuickBooks, Excel, Rent)

CTA micro-flow leading to automation audit booking

Deliverables

What we created

Landing workflow demo

Calculator UI mock

Onboarding checklist

Daily system + action brief

Design-Led KPIs (Modeled Impact)

Projected outcomes

+45%
Demo requests

Value-first visuals enhance engagement and reduce drop-off on contact

+25%
Engagement time

Interactive calculator prevents abandonment

Tools & Approach

Our design toolkit

FigmaSketchMotion prototypes
Client Feedback
"A design that speaks in numbers and visuals — turning automation from abstract promise into tangible value."
David Rodriguez
Founder, Automated Bookkeeping Co.

Ready to showcase automation?