4 workflow automations purpose-built on top of FundCount — no data leaves your system, no parallel tool for your team to learn.
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 FundCount — 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 FundCount — 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 FundCount — 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 FundCount — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of FundCount for any repetitive process. Tell us what you'd automate.
