6 workflow automations purpose-built on top of Paylocity — no data leaves your system, no parallel tool for your team to learn.
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 Paylocity — uses the native API or agent integration so nothing leaves the system of record.
AI pipes KPIs from ADP Workforce Now 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 Paylocity — 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 Multi-State Payroll profile, chases missing items across email and ADP Workforce Now, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running Paylocity — uses the native API or agent integration so nothing leaves the system of record.
AI monitors ADP Workforce Now and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. Purpose-built for teams running Paylocity — uses the native API or agent integration so nothing leaves the system of record.
AI reconciles each line of the return against source docs in ADP Workforce Now and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running Paylocity — uses the native API or agent integration so nothing leaves the system of record.
AI drafts personalized status replies from the live matter state in ADP Workforce Now, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running Paylocity — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Paylocity for any repetitive process. Tell us what you'd automate.
