8 workflow automations purpose-built on top of IDEA — no data leaves your system, no parallel tool for your team to learn.
AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payroll errors caught pre-run, not post-deposit. Purpose-built for teams running IDEA — uses the native API or agent integration so nothing leaves the system of record.
AI classifies every incoming notice, links it to the client file in IDEA, drafts the response, and calendars the deadline — no notice slips past a response window. Purpose-built for teams running IDEA — uses the native API or agent integration so nothing leaves the system of record.
AI ingests bank feeds, statements, and IDEA data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators start at analysis, not data entry. Purpose-built for teams running IDEA — uses the native API or agent integration so nothing leaves the system of record.
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running IDEA — uses the native API or agent integration so nothing leaves the system of record.
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 IDEA — uses the native API or agent integration so nothing leaves the system of record.
AI pipes KPIs from IDEA 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 IDEA — uses the native API or agent integration so nothing leaves the system of record.
AI watches calendar, email, and IDEA activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points. Purpose-built for teams running IDEA — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the engagement letter, generates a tailored document-request list for the client's Fraud Investigation profile, chases missing items across email and IDEA, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running IDEA — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of IDEA for any repetitive process. Tell us what you'd automate.
