Custom AI automations designed for the daily challenges hnw private client cpas face. Stop doing manually what AI can handle.
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.
AI tracks trust corpus, calculates required distributions, produces beneficiary statements from Lacerte, and flags trust-term compliance issues — trustee operates with full audit trail.
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.
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.
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.
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.
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.
These are just examples. If you're a hnw private client cpa with a repetitive process that's eating your time, we can probably automate it.
