90% faster invoice processing: no extra staff
BDR is a business consulting firm that helps HVAC, plumbing and other trades businesses improve operations and profitability. They wanted to offer accounting services as a product, not just as manual, hour-by-hour work.
AI solution
In partnership with Contextual, BDR launched Sidekick, an AI-powered accounts payable workflow that turns manual Accounts Payable work into a simple, client-facing service.
Results
- 90% reduction in invoice processing time
- New AI-powered recurring revenue stream
- Quick reviews & approval
- Scalable delivery without added headcount
AP work was too costly to scale up
BDR wanted to offer accounts payable services to small trades businesses, but the work was heavily manual and hard to grow. Human-driven invoice entry, multi-step workflows and slow processing made it costly to deliver AP at scale.
Sidekick: AI that turns AP into a recurring revenue product
Contextual and BDR created Sidekick, a client-facing AP workflow that takes care of the heavy lifting and keeps humans in control. Instead of typing in invoices all day, teams now review and approve clean, AI-prepared entries in a fraction of the time.
Sidekick is designed around how BDR and their clients already work, with QuickBooks at the core and simple touchpoints for field teams and bookkeepers. This makes it easy to roll out across many small businesses without complex change management.
From idea to live product in weeks
Built on the Contextual platform, Sidekick was assembled and brought to market quickly as a branded BDR product.
From a service line to a growth product
Sidekick turned a manual AP service into a scalable, recurring revenue product that BDR can sell to many clients. AP is now faster, more accurate and easier to deliver, without hiring more accountants.
Ready to see what AI can do for your business?
