Financial Due Diligence Prep for Payroll Managers with Paylocity
The Problem
Quality-of-earnings work for Multi-State Payroll targets starts with 18 months of trial balances and a dozen schedules that need normalization before any adjustment can be proposed.
What We Build in Paylocity
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.
Paylocity Integration Approach
Audit your Paylocity configuration
We map the specific Paylocity objects, custom fields, and workflows the automation needs to touch for your multi-state payroll practice.
Build on the Paylocity API or agent
Integration happens inside Paylocity — 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 Paylocity with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Paylocity instance
30-minute call. We'll look at your actual Paylocity setup and show exactly how this workflow fits.