13-Week Cash Flow Forecast for Estate Tax Specialists with SmartVault
The Problem
For Estate & Gift Tax clients, the 13-week cash forecast gets rebuilt by hand each Monday — pulling from Lacerte, AR aging, AP aging, and scheduled payroll — and it's stale by Wednesday.
What We Build in SmartVault
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 SmartVault — uses the native API or agent integration so nothing leaves the system of record.
SmartVault Integration Approach
Audit your SmartVault configuration
We map the specific SmartVault objects, custom fields, and workflows the automation needs to touch for your estate & gift tax practice.
Build on the SmartVault API or agent
Integration happens inside SmartVault — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in SmartVault with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your SmartVault instance
30-minute call. We'll look at your actual SmartVault setup and show exactly how this workflow fits.