Use Case: 40% Faster Onboarding Through Low-Code Automation

A top-ten UK accountancy firm, serving over 100,000 customers and generating around £700 million in annual turnover, was facing a critical challenge: slow, manual onboarding processes were holding back growth.

The results

Based on initial findings, the firm achieved approximately a 40% reduction in onboarding time, cutting the process from 6 weeks down to just 35 days. This freed up valuable senior staff time to focus on client-facing, fee-earning work. Other benefits included enhanced compliance and a higher user satisfaction score, with an NPS of 53.

The challenge

The firm had been expanding rapidly through acquisitions, but growth came with complexity. Each new practice brought its own systems, processes and legacy ways of working. To keep a competitive edge, the business needed to integrate new practices quickly and deliver consistent, digital-first services to customers.

However, the onboarding process was a major bottleneck. It relied heavily on senior staff manually entering data and navigating disjointed systems. This created several challenges:

• Long delays: onboarding could take up to six weeks per client, slowing the pace at which new business could be realised.
• High costs: senior professionals were pulled away from billable client work to do repetitive admin.
• Inconsistency and risk: fragmented processes across different practices left room for error and compliance gaps.
• Poor experience: both staff and clients found the process frustrating, which damaged satisfaction and limited scalability.

At scale, these inefficiencies not only restricted throughput but also threatened to erode the return on acquisitions and hold back long-term growth.

The solution

By partnering with Toca.io, a modern low-code platform provider, the firm completely reimagined its onboarding process. Instead of layering fixes onto legacy systems, the teams worked together to design a new, streamlined digital journey built for scale.

The solution:

• Integrated multiple systems into a single end-to-end workflow, reducing duplication and manual data entry.
• Automated key tasks such as approvals, validations and compliance checks, reducing delays and errors.
• Standardised compliance requirements across the organisation, removing inconsistencies between practices.
• Created a modern user interface that was simpler and more intuitive for both staff and clients.

Thanks to the speed and flexibility of Toca.io’s low-code platform, the solution was built and deployed rapidly. Instead of months or years, the business went live in a fraction of the time and started seeing results almost immediately.

The impact

The transformation had a measurable impact across the business. Onboarding throughput times fell from 6 weeks to 35 days, a nearly 40% improvement. More importantly, senior staff could redirect their focus to high-value, client-facing work, driving revenue instead of spending time on administration.

Preliminary insights suggested three standout improvements:

• Enhanced compliance: reduced risk by closing process loopholes.
• Improved efficiency: fewer sign-off points, less wasted time.
• Better user experience: a simpler, more intuitive process for staff and clients alike.

This success also created momentum for wider transformation. The firm is now applying the same low-code approach to other core processes, including annual client reviews, to further improve efficiency, compliance and client experience.

Who is Toca.io?

Toca.io is a low-code enterprise development platform that enables organisations to rapidly build, connect and automate complex business processes. By combining apps, automation and integration in a single platform, Toca.io accelerates digital transformation, helping businesses increase agility, improve efficiency and deliver better user experiences. Our low-code approach empowers both technical and non-technical teams to innovate faster and respond to changing business needs with ease.

This use case shows how established organisations can use Toca.io’s low-code platform to transform critical business processes, achieving significant operational improvements while building foundations for future digital innovation.

Want to explore how Toca.io could help streamline your processes? Get in touch with our team.