8 workflow automations purpose-built on top of CaseWare — no data leaves your system, no parallel tool for your team to learn.
AI watches calendar, email, and CaseWare activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running CaseWare — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the engagement letter, generates a tailored document-request list for the client's Financial Statement Audit profile, chases missing items across email and CaseWare, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running CaseWare — uses the native API or agent integration so nothing leaves the system of record.
AI monitors CaseWare 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%. Purpose-built for teams running CaseWare — uses the native API or agent integration so nothing leaves the system of record.
AI reconciles each line of the return against source docs in CaseWare and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running CaseWare — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized status replies from the live matter state in CaseWare, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running CaseWare — uses the native API or agent integration so nothing leaves the system of record.
AI matches bank and card feeds to CaseWare entries, auto-codes recurring transactions with learned rules, and surfaces only the true exceptions to the bookkeeper — close lands 5 days earlier. Purpose-built for teams running CaseWare — uses the native API or agent integration so nothing leaves the system of record.
AI pulls bills from every channel, extracts line items, assigns GL codes using Financial Statement Audit patterns, routes approvals, and sends payment files to CaseWare — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running CaseWare — uses the native API or agent integration so nothing leaves the system of record.
AI segments the AR aging, drafts personalized dunning emails by stage, logs promises-to-pay in CaseWare, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running CaseWare — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of CaseWare for any repetitive process. Tell us what you'd automate.
