Every accounting office knows the routine well: entering dozens of public portals, one by one, entering each client's data, downloading the documents manually and saving them in the right folder. Repeating this for 80, 100, 150 clients per month is work that consumes precious hours of qualified professionals — time that could be used for analysis, consultancy and customer relations.
The problem: 3 hours a day on purely mechanical tasks
Ribeiro & Associados, an accounting firm with 12 employees and more than 200 active clients, faced exactly this scenario. The routine of issuing and downloading certificates — CNDT, Federal CND, FGTS, State and Municipal — took an average of 3 hours a day for two accounting assistants. The process was manual, subject to typing errors, files saved in the wrong place and forgetfulness.
The solution: visual automation flow with Dablio Robô
With Dablio Robô, the team created a visual flow that runs the entire process automatically. The robot accesses each portal, fills in the customer's data, waits for it to load, downloads the document and organizes it in a folder automatically named with the CNPJ and type of certificate.
Result: from 3 hours to 15 minutes
After implementation, the same process that took 3 hours started to be executed in 15 minutes — without any human intervention. The two assistants who previously carried out this work were redirected to higher-value tasks, such as checking documents, customer service and analyzing tax obligations.
What we learned from this case
Repetitive processes on public portals are one of the most common and fastest-return use cases in accounting offices. Automation does not eliminate professionals — it frees them to do what only a human can do: think, analyze and guide the customer.