# Design Selection & Procurement for HNW Private Client CPAs with FundCount

> 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 FundCount — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [FundCount](https://calish.com/workflows/tool/fundcount/)
- **Role:** [HNW Private Client CPA](https://calish.com/workflows/for/hnw-private-client-cpa/)
- **Specialty:** UHNW Tax & Trust Accounting
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/design-selection-and-procurement-for-hnw-private-client-cpa-with-fundcount/

## The Problem

UHNW Tax & Trust Accounting projects in Lacerte run on hundreds of selections (fabrics, furniture, fixtures) sourced at trade pricing across dozens of vendors — and the procurement chase is the firm's biggest hidden cost.

## What We Build in FundCount

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 FundCount — uses the native API or agent integration so nothing leaves the system of record.

## FundCount Integration Approach

1. **Audit your FundCount configuration.** We map the specific FundCount objects, custom fields, and workflows the automation needs to touch for your uhnw tax & trust accounting practice.
2. **Build on the FundCount API or agent.** Integration happens inside FundCount — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in FundCount with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Design Selection & Procurement for HNW Private Client CPAs](https://calish.com/workflows/design-selection-and-procurement-for-hnw-private-client-cpa/)
- 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.

## Other FundCount 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/)
- [Travel Commission Reconciliation for HNW Private Client CPAs](https://calish.com/workflows/with/travel-commission-reconciliation-for-hnw-private-client-cpa-with-fundcount/)
- [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/)

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