Custom AI workflows for accounting, legal, medical, financial services, and commercial real estate teams. 1024 workflows across 135 specialist roles.
23 roles · 23 specialties
Custom AI workflow automation purpose-built for the accounting & tax stack. We deploy on the tools your team already runs (Drake Tax, UltraTax CS, Intuit ProConnect, etc.), with human-in-the-loop on every judgment call.
23 roles · 23 specialties
Custom AI workflow automation purpose-built for the legal stack. We deploy on the tools your team already runs (Relativity, Clio Manage, NetDocuments, etc.), with human-in-the-loop on every judgment call.
33 roles · 33 specialties
Custom AI workflow automation purpose-built for the healthcare stack. We deploy on the tools your team already runs (Epic, athenahealth, Cerner, etc.), with human-in-the-loop on every judgment call.
16 roles · 16 specialties
Custom AI workflow automation purpose-built for the financial services stack. We deploy on the tools your team already runs (Orion, Redtail CRM, eMoney, etc.), with human-in-the-loop on every judgment call.
9 roles · 9 specialties
Custom AI workflow automation purpose-built for the commercial real estate stack. We deploy on the tools your team already runs (CoStar, Apto, Buildout, etc.), with human-in-the-loop on every judgment call.
7 roles · 7 specialties
Custom AI workflow automation purpose-built for the residential real estate stack. We deploy on the tools your team already runs (Follow Up Boss, kvCORE, Sierra Interactive, etc.), with human-in-the-loop on every judgment call.
7 roles · 7 specialties
Custom AI workflow automation purpose-built for the trades & home services stack. We deploy on the tools your team already runs (ServiceTitan, FieldEdge, Housecall Pro, etc.), with human-in-the-loop on every judgment call.
4 roles · 4 specialties
Custom AI workflow automation purpose-built for the dealers & equipment sales stack. We deploy on the tools your team already runs (CDK Global, Reynolds and Reynolds, Dealertrack, etc.), with human-in-the-loop on every judgment call.
10 roles · 10 specialties
Custom AI workflow automation purpose-built for the hnw concierge services stack. We deploy on the tools your team already runs (Addepar, Masttro, Asset Vantage, etc.), with human-in-the-loop on every judgment call.
3 roles · 3 specialties
Custom AI workflow automation purpose-built for the logistics, care & specialty services stack. We deploy on the tools your team already runs (McLeod LoadMaster, Aljex, Tai Software, etc.), with human-in-the-loop on every judgment call.
AI reconciles each line of the return against source docs in Drake Tax and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.
AI drafts personalized status replies from the live matter state in Drake Tax, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes.
AI drafts the engagement letter, generates a tailored document-request list for the client's Individual Tax profile, chases missing items across email and Drake Tax, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.
AI monitors Drake Tax and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%.
AI matches bank and card feeds to Drake Tax entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Individual Tax patterns, routes approvals, and sends payment files to Drake Tax — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Drake Tax, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4.
AI reconciles each line of the return against source docs in UltraTax CS and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.
AI drafts the engagement letter, generates a tailored document-request list for the client's Small Business Tax profile, chases missing items across email and UltraTax CS, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
AI monitors nexus thresholds, pulls transaction data from UltraTax CS, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit.
AI identifies 1099-eligible vendors from UltraTax CS, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event.
AI monitors UltraTax CS transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging anomalies within 24 hours instead of 10 months.
AI pulls actuals from UltraTax CS, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste.
AI builds the BvA view directly from UltraTax CS, traces each over-threshold variance to the GL line and transaction, and drafts commentary — the meeting starts at 'what do we do' not 'what happened.'
AI reconciles each line of the return against source docs in Thomson Reuters ONESOURCE and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half.
AI classifies every incoming notice, links it to the client file in Thomson Reuters ONESOURCE, drafts the response, and calendars the deadline — no notice slips past a response window.
AI matches bank and card feeds to Thomson Reuters ONESOURCE entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier.
AI pulls bills from every channel, extracts line items, assigns GL codes using Corporate Tax patterns, routes approvals, and sends payment files to Thomson Reuters ONESOURCE — processing cost per invoice drops from $15 to under $2.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in Thomson Reuters ONESOURCE, and flags accounts that need a human collections call — DSO drops 12–18 days.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4.
AI manages the PBC list, pulls each requested schedule from Thomson Reuters ONESOURCE, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day.
Browse a role or specialty above to see workflows tailored to your practice.
