13-Week Cash Flow Forecast for Estate Tax Specialists with Lacerte
The Problem
For Estate & Gift Tax clients, the 13-week cash forecast gets rebuilt by hand each Monday — pulling from Lacerte, AR aging, AP aging, and scheduled payroll — and it's stale by Wednesday.
What We Build in Lacerte
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 Lacerte — uses the native API or agent integration so nothing leaves the system of record.
Lacerte Integration Approach
Audit your Lacerte configuration
We map the specific Lacerte objects, custom fields, and workflows the automation needs to touch for your estate & gift tax practice.
Build on the Lacerte API or agent
Integration happens inside Lacerte — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Lacerte with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Lacerte instance
30-minute call. We'll look at your actual Lacerte setup and show exactly how this workflow fits.