All answers
Practice mgmt

How much does building an internal tool (vs. paying for tools like Uncat) actually save in time and money, or is it more about housing information internally?

From the July 8 call · Member Builds: Ben Coons

Ben's tech stack is very cheap: Supabase for the back end, Vercel for the front end, and low API call costs. With 220 clients at roughly $7-8/client through their prior tool, they were paying about $1,300-$1,400/month for that tool alone. They haven't fully cut over yet but plan to, which will eliminate that cost. A comparable internal replacement for another tool (referred to as a 'Zenit replacement') used for CAS client reviews will save another roughly $1,500/month. Combined, that's about $3,000/month in savings. Beyond direct cost savings, Ben noted the bigger benefits are that the internal tools work better together, clients only need to go to one place, and the team becomes more efficient, so it's a combination of money savings, team efficiency, and improved client experience.

The full answer is members-only

Membership is free. Apply and get this answer, the recording, and the rest of the library.

Apply to join

Already a member? Sign in

How much does building an internal tool (vs. paying for tools like Uncat) actually save in time and money, or is it more about housing information internally? · The AI Lab for Accountants