Custom AI automations designed for the daily challenges forensic accountants face. Stop doing manually what AI can handle.
AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payroll errors caught pre-run, not post-deposit.
AI classifies every incoming notice, links it to the client file in IDEA, drafts the response, and calendars the deadline — no notice slips past a response window.
AI ingests bank feeds, statements, and IDEA data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators start at analysis, not data entry.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting.
AI rebuilds the 13-week forecast nightly from live data, flags any week projected to go below minimum cash, and emails the owner with recommended actions — the forecast is always current.
AI pipes KPIs from IDEA and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time.
AI watches calendar, email, and IDEA activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points.
AI drafts the engagement letter, generates a tailored document-request list for the client's Fraud Investigation profile, chases missing items across email and IDEA, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks.
These are just examples. If you're a forensic accountant with a repetitive process that's eating your time, we can probably automate it.
