# AI Automation for FundCount

> 4 workflow automations purpose-built on top of FundCount — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/fundcount/
- **Automation count:** 4
- **Roles:** HNW Private Client CPA

## Automations

- [Trust Administration & Beneficiary Statements for HNW Private Client CPAs](https://calish.com/workflows/with/trust-administration-and-beneficiary-statements-for-hnw-private-client-cpa-with-fundcount/) — AI tracks trust corpus, calculates required distributions, produces beneficiary statements from Lacerte, and flags trust-term compliance iss
- [Travel Commission Reconciliation for HNW Private Client CPAs](https://calish.com/workflows/with/travel-commission-reconciliation-for-hnw-private-client-cpa-with-fundcount/) — AI ingests commission statements from every supplier into Lacerte, matches against booked trips, flags missing commissions, and sends collec
- [Design Selection & Procurement for HNW Private Client CPAs](https://calish.com/workflows/with/design-selection-and-procurement-for-hnw-private-client-cpa-with-fundcount/) — AI tracks every selection in Lacerte, places trade orders with vendors, monitors lead times, and surfaces ship/install schedule risks to the
- [Purchase Order & Invoice Management for HNW Private Client CPAs](https://calish.com/workflows/with/purchase-order-and-invoice-management-for-hnw-private-client-cpa-with-fundcount/) — AI matches incoming vendor invoices to POs in Lacerte, flags discrepancies, applies to client retainer, and produces the client-ready invoic

---

Book a free 30-minute consultation: https://calish.com/contact