16 workflow automations purpose-built on top of Bloomberg Tax — no data leaves your system, no parallel tool for your team to learn.
AI builds the BvA view directly from ONESOURCE, 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.' Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
AI classifies every incoming notice, links it to the client file in ONESOURCE, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
AI ingests bank feeds, statements, and ONESOURCE data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators start at analysis, not data entry. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
AI pipes KPIs from ONESOURCE 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. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
AI watches calendar, email, and ONESOURCE activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
AI runs the search across USPTO, EPO, and Canopy, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every asset and beneficiary in Canopy, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
AI requests records via HITECH, ingests them into Canopy, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in Canopy, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit schedule, no scramble day-of. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Canopy, drafts redlines, and routes to the attorney — clients stay compliant, firm retains the work. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
AI ingests client documents into Canopy, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
AI runs the conflict check against Canopy, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time drops from 4 days to under 4 hours. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Bloomberg Tax for any repetitive process. Tell us what you'd automate.
