Stop Chasing Data. Start Advising Clients.
The average firm loses hundreds of hours a year to manual administrative work. Our complimentary AI Audit identifies your biggest time sinks and provides a clear roadmap to automate them.
The Hidden Cost of “Busywork”
Manual data entry, tedious reconciliations, and endless compliance checklists aren’t just inefficient—they’re a direct barrier to growth. Every hour your team spends on repetitive tasks is an hour they can’t spend on high-margin client strategy and advisory services.
A Smarter Way to Work
At Dentriflow, we transform your bottlenecks into automated, one-click workflows. Our process starts with this free, no-obligation audit, where we will:
Map Your Workflow
We analyze your processes—from client onboarding to month-end close—to find the exact points of friction and repetition.
Quantify the Opportunity
See a data-backed estimate of the hours you can save and how much additional advisory capacity you can unlock.
Deliver an Automation Blueprint
You’ll get a simple, no-jargon plan outlining how custom AI agents can streamline your firm’s specific operations.
The result is a more efficient, more profitable, and more scalable firm.
Ready to build a more efficient firm?
Claim your complimentary audit by filling out the form below. Our team will contact you within one business day to schedule a time.