# Operating KPI Dashboard for Estate Tax Specialists with BNA Estate Planner

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

- **Tool:** [BNA Estate Planner](https://calish.com/workflows/tool/bna-estate-planner/)
- **Role:** [Estate Tax Specialist](https://calish.com/workflows/for/estate-tax-specialist/)
- **Specialty:** Estate & Gift Tax
- **Category:** Reporting & Analytics
- **Canonical URL:** https://calish.com/workflows/with/operating-kpi-dashboard-for-estate-tax-specialist-with-bna-estate-planner/

## The Problem

Every Estate & Gift Tax KPI lives in a different tool and the owner only sees them when the controller rebuilds the deck.

## What We Build in BNA Estate Planner

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 BNA Estate Planner — uses the native API or agent integration so nothing leaves the system of record.

## BNA Estate Planner Integration Approach

1. **Audit your BNA Estate Planner configuration.** We map the specific BNA Estate Planner objects, custom fields, and workflows the automation needs to touch for your estate & gift tax practice.
2. **Build on the BNA Estate Planner API or agent.** Integration happens inside BNA Estate Planner — 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 BNA Estate Planner with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Operating KPI Dashboard for Estate Tax Specialists](https://calish.com/workflows/operating-kpi-dashboard-for-estate-tax-specialist/)
- 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.

## Other BNA Estate Planner Automations

- [Financial Due Diligence Prep for Estate Tax Specialists](https://calish.com/workflows/with/financial-due-diligence-prep-for-estate-tax-specialist-with-bna-estate-planner/)
- [13-Week Cash Flow Forecast for Estate Tax Specialists](https://calish.com/workflows/with/13-week-cash-flow-forecast-for-estate-tax-specialist-with-bna-estate-planner/)
- [Time Entry & WIP Capture for Estate Tax Specialists](https://calish.com/workflows/with/time-entry-and-wip-capture-for-estate-tax-specialist-with-bna-estate-planner/)
- [Client Onboarding for Estate Tax Specialists](https://calish.com/workflows/with/client-onboarding-for-estate-tax-specialist-with-bna-estate-planner/)
- [Tax Document Gathering for Estate Tax Specialists](https://calish.com/workflows/with/tax-document-gathering-for-estate-tax-specialist-with-bna-estate-planner/)
- [Tax Return Review for Estate Tax Specialists](https://calish.com/workflows/with/tax-return-review-for-estate-tax-specialist-with-bna-estate-planner/)
- [Client Status Communication for Estate Tax Specialists](https://calish.com/workflows/with/client-status-communication-for-estate-tax-specialist-with-bna-estate-planner/)

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