Capacity Audit calculator
What is your unrecovered capacity worth?
Eleven facts about your firm run through the same model the free half-day audit uses. Every band, coefficient and unit time behind it is published below, with its provenance marked.
Methodology
Every band, coefficient and unit time behind the figure
Every coefficient, and where it comes from.
One coefficient is grounded in the source analysis and one is extended from it. The rest are my starting estimates, and the half-day audit replaces them with your measured figures.
The work this model will not claim
The model carries five categories at nothing: cross-border BTW analysis, financial cleanup, client advisory, forecasting and senior file review and board adoption of the jaarrekening. The analysis marks them as work where the value of your service lives, and a build that touched them would be removing the reason your clients pay you.
On the figures you have entered, that is hours a year of senior review left uncounted, worth roughly had it been claimed at the human-sign-off band. It is the largest single exclusion in the model.
Four rules that stop the number inflating
- Each category maps to one volume driver and one unit of work, so no hour is counted twice.
- Document capture and coding are two slices of one document touch rather than two separate touches.
- Reconciliation exceptions are a fraction of bank-line volume, not an addition to it.
- Month-end close counts only the orchestration residual, because the reconciliation, coding and chasing inside the close are already counted in their own categories.
Every coefficient, with its provenance
| Coefficient | Value | Provenance |
|---|---|---|
| Grounded: stated in the source analysis. Extended: that figure applied to work it did not measure. Estimate: mine, with nothing external behind it. | ||
| Automate band ceiling | 80% | Extended |
| Do-not-automate band | 0% | Grounded |
| Rules-plus-exceptions band | 50% | Estimate |
| Human-sign-off band | 25% | Estimate |
| Delivery conservatism | ×0.7 | Estimate |
| Freed hours that become billable | 60% | Estimate |
| Productive hours per fee-earner | 1400 | Estimate |
| Ceiling on recoverable capacity | 12% | Estimate |
| Bank lines falling out of matching | 15% | Estimate |
The 80% ceiling comes from the one numeric automation figure the analysis states, an 80%-plus reduction in manual follow-up through automated reminders. That figure measured chasing and nothing else, so chasing is marked grounded and the rest of the band is marked extended: the same ceiling, applied to work the analysis never measured. It is not exceeded anywhere.
Every unit time, per line of the model
These are the figures that drive the euro total, and they are my starting estimates rather than measurements of your firm. Your firm runs a particular client mix through a particular stack, and the half-day replaces the estimates with your own volumes and exception rates.
| Line | Unit time and treatment | Claimed |
|---|---|---|
| Document capture and coding Reading supplier invoices and receipts into the ledger | 1.5 min per document, on the share that is still keyed by hand. Documents already coming through scan-and-recognise are not counted | 80% extended |
| Document capture and coding Categorisation and BTW coding | 1.0 min per document. A rules engine handles the routine, a person handles the edge cases | 50% estimate |
| Bank reconciliation Routine matching | 12 sec per line on the 85% that should match cleanly | 50% estimate |
| Bank reconciliation Exceptions, including foreign currency | 4 min each on the 15% that fall out. Triaged by machine, resolved by a person | 25% estimate |
| Chasing missing documents Email chasing and follow-up per period | 25 min per chased client per month, across email, phone and re-checking | 80% grounded |
| Month-end close orchestration Checklist, period locking and handoff packaging | 20 min per administration per month. The reconciliation, coding and chasing inside the close are counted above, not here | 25% estimate |
| BTW returns Reconciling the ledger to the filing tool | 15 min per filing on the accounts that did not map | 80% extended |
| BTW returns Validating treatment before submission | 20 min per filing, with the accountant signing off | 25% estimate |
| BTW returns Tracking who has filed and confirming to the client | 5 min per filing | 80% extended |
| BTW returns Cross-border BTW: OSS, IOSS, ICP, Intrastat, reverse charge | The analysis marks cross-border analysis as specialist review. Claimed at zero | 0% grounded |
| Management reporting Building the pack | 90 min per report. Generated from the ledger rather than assembled in Excel | 50% estimate |
| Management reporting Writing the commentary | 30 min per report. Drafted by machine, then personalised by the accountant | 25% estimate |
| Management reporting Client advisory | The analysis marks advisory as the highest-leverage human activity. Claimed at zero | 0% grounded |
| Annual filing Export and import between the ledger, the annual-accounts tool and the tax tool | 2.5 h per jaarrekening moving the data and running down what does not map | 80% extended |
| Annual filing Trial-balance mapping, adjustments, notes, VPB input, deponering | 8 h per jaarrekening of preparation, with expert review mandatory | 25% estimate |
| Annual filing Senior file review and board adoption | 13.5 h per jaarrekening. Review and sign-off stay human. Claimed at zero | 0% grounded |
| Client onboarding Re-keying the same client into four systems, collecting documents, updating the control sheet | 2.5 h per new client | 80% extended |
| Client onboarding Opening balances, migration, validation, internal review | 3.5 h per new client, needing judgement throughout | 25% estimate |