15 workflow automations purpose-built on top of CCH Axcess — no data leaves your system, no parallel tool for your team to learn.
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. Purpose-built for teams running CCH Axcess — 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 Thomson Reuters ONESOURCE, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running CCH Axcess — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running CCH Axcess — 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 Corporate Tax patterns, routes approvals, and sends payment files to Thomson Reuters ONESOURCE — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running CCH Axcess — 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 Thomson Reuters ONESOURCE, and flags accounts that need a human collections call — DSO drops 12–18 days. Purpose-built for teams running CCH Axcess — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running CCH Axcess — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running CCH Axcess — uses the native API or agent integration so nothing leaves the system of record.
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. Purpose-built for teams running CCH Axcess — uses the native API or agent integration so nothing leaves the system of record.
AI generates K-1s from Lacerte partnership data, validates against prior year, distributes to beneficiaries with explanatory notes, and tracks acknowledgement — K-1 season compresses from months to weeks. Purpose-built for teams running CCH Axcess — uses the native API or agent integration so nothing leaves the system of record.
AI tracks trust corpus, calculates required distributions, produces beneficiary statements from Lacerte, and flags trust-term compliance issues — trustee operates with full audit trail. Purpose-built for teams running CCH Axcess — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the consolidated report from Lacerte and every connected custodian, drafts narrative commentary per family, and publishes to the family portal — reporting cycle drops from weeks to days. Purpose-built for teams running CCH Axcess — uses the native API or agent integration so nothing leaves the system of record.
AI ingests commission statements from every supplier into Lacerte, matches against booked trips, flags missing commissions, and sends collections — commission leakage drops to near-zero. Purpose-built for teams running CCH Axcess — uses the native API or agent integration so nothing leaves the system of record.
AI captures bills from every channel, classifies them per entity in Lacerte, schedules payments, and produces a real-time cash dashboard per family — bill pay errors drop to near-zero. Purpose-built for teams running CCH Axcess — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every selection in Lacerte, places trade orders with vendors, monitors lead times, and surfaces ship/install schedule risks to the designer — projects ship on time and the designer designs. Purpose-built for teams running CCH Axcess — uses the native API or agent integration so nothing leaves the system of record.
AI matches incoming vendor invoices to POs in Lacerte, flags discrepancies, applies to client retainer, and produces the client-ready invoice — billing runs cleanly without partner time. Purpose-built for teams running CCH Axcess — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of CCH Axcess for any repetitive process. Tell us what you'd automate.
