15 workflow automations purpose-built on top of Lacerte — no data leaves your system, no parallel tool for your team to learn.
AI reconciles each line of the return against source docs in Lacerte 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 Lacerte — 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 Estate & Gift Tax profile, chases missing items across email and Lacerte, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Lacerte — uses the native API or agent integration so nothing leaves the system of record.
AI pipes KPIs from Lacerte 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 Lacerte — uses the native API or agent integration so nothing leaves the system of record.
AI watches calendar, email, and Lacerte activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running Lacerte — uses the native API or agent integration so nothing leaves the system of record.
AI monitors Lacerte 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 Lacerte — 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 Lacerte, 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 Lacerte — uses the native API or agent integration so nothing leaves the system of record.
AI matches bank and card feeds to Lacerte 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 Lacerte — 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 Estate & Gift Tax patterns, routes approvals, and sends payment files to Lacerte — processing cost per invoice drops from $15 to under $2. Purpose-built for teams running Lacerte — 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 Lacerte — 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 Lacerte — 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 Lacerte — 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 Lacerte — 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 Lacerte — 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 Lacerte — 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 Lacerte — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Lacerte for any repetitive process. Tell us what you'd automate.
