16 workflow automations purpose-built on top of Workiva — no data leaves your system, no parallel tool for your team to learn.
AI manages the PBC list, pulls each requested schedule from AuditBoard, answers auditor follow-ups from the workpapers, and logs every deliverable — audit fees drop and the controller gets their week back. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI monitors AuditBoard transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging anomalies within 24 hours instead of 10 months. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI monitors nexus thresholds, pulls transaction data from AuditBoard, prepares state-by-state returns, and logs filings with evidence — nexus risk is tracked in real time, not discovered at audit. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI identifies 1099-eligible vendors from AuditBoard, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI pulls actuals from AuditBoard, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on day 5 — controller spends Friday on strategy, not copy-paste. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI builds the BvA view directly from AuditBoard, traces each over-threshold variance to the GL line and transaction, and drafts commentary — the meeting starts at 'what do we do' not 'what happened.' Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI redlines against the firm's playbook in Workiva, flags non-standard terms with a risk rating, and drafts a client-ready summary — 80% of low-risk contracts clear without partner time. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI classifies the RFE, pulls the matter file from Workiva, drafts a point-by-point response against the original petition and current guidance, and calendars the deadline — first-pass RFE responses go out same-day. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI ingests the questionnaire in any language, translates and normalizes it, validates dates against supporting docs, flags inconsistencies, and loads structured data into Workiva. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI monitors deadlines across Workiva and USPTO TEAS, drafts renewal filings, prepares client invoices, and escalates approaching deadlines — zero dropped registrations. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI runs the search across USPTO, EPO, and Workiva, ranks hits by claim-overlap relevance, summarizes each, and builds the search report — attorney starts from a triaged list, not a raw dump. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every asset and beneficiary in Workiva, generates status updates per beneficiary, drafts receipts and waivers, and escalates missing items — administration closes in months, not years. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI requests records via HITECH, ingests them into Workiva, builds a chronological medical timeline with visit-level detail, and flags gaps — demand package goes out in days, not weeks. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the demand from the matter file in Workiva, including medical chronology, damages calc, and liability narrative — associate refines tone and strategy, doesn't start from zero. Purpose-built for teams running Workiva — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of Workiva for any repetitive process. Tell us what you'd automate.
