Bentleys Queensland used FuseDocs to automate annual report package compilations and reduce the time spent preparing “good copy” documents for clients.

Bentleys is a national accounting and advisory network, with the Queensland team based in Brisbane. The firm supports clients across accounting, business advisory, tax, audit, financial planning, and related services, so efficient internal workflows are important to keeping client work moving.

For Bentleys Queensland, annual collations were a clear opportunity to reduce repetitive admin and create a more consistent process across the business services team.

Automating annual collations with FuseDocs

Bentleys Queensland uses APS for practice management and iManage for document management. By implementing FuseDocs, the team was able to automate more of the annual report package compilation process and reduce the manual work required from both accountants and support staff.

The value came from customisation as much as automation. FuseDocs could be adapted to suit the firm’s systems, people, and processes, which helped the team roll it out progressively across business services.

That flexibility mattered because the goal was not just to speed up one task. Bentleys wanted a workflow that could fit the way the team already worked, while still giving them room to improve.

Reducing time across the team

The result was a clear efficiency gain. Bentleys Queensland estimates that FuseDocs has halved the time needed to prepare good copy compilations.

That saving applies across both accountant and support roles, which makes the impact more meaningful. Instead of only shifting work from one team member to another, FuseDocs helped reduce the total effort involved in getting annual report packages ready.

Creating momentum for more automation

One of the strongest parts of the Bentleys story is what happened after the first workflow improved. Once the team saw the impact of automating annual collations, they started looking for other repetitive processes that could be improved too.

That makes this a simple but useful example for other accounting firms. FuseDocs can solve a specific collation problem, but it can also help teams think differently about where admin time is being spent and what else could be made easier.

The result

Bentleys Queensland used FuseDocs to automate annual report package compilations, halve the time spent preparing good copy documents, and create a more efficient process for both accountants and support staff.

For firms already managing documents through systems like APS and iManage, Bentleys’ experience shows how FuseDocs can reduce repetitive admin while opening the door to broader workflow automation.

Ready to spend less time preparing documents?

Ready to see how FuseDocs can support your firm’s next step in consistency, time saving, and polish? Book a discovery call today.