Lexven builds the automations that connect your disconnected tools: QuickBooks, Xero, Karbon, Canopy, Gmail, Dext, Gusto, Slack. Your team stops chasing documents, copying data between tabs, and following up on late invoices. The work just happens.
Every month, the same cycle. Documents do not arrive. Transactions pile up. Invoices go unpaid. None of it is the work you hired accountants to do.
Three workflows, wired into the tools you already use. They run in the background, seven days a week, and surface only the handful of things that actually need a human.
On your month-end cutoff, every client gets a personalized request with a direct upload link. Non-responders get escalating follow-ups until the file arrives. If a client genuinely is not responding, your bookkeeper gets a Slack notification to step in manually. No more chasing.
Uncategorized transactions get pulled from QuickBooks Online or Xero, run through AI trained on the client's own chart of accounts and historical patterns, and written back automatically. Your bookkeepers review the 15 flagged exceptions instead of manually categorizing 200 line items.
Invoices go out the moment work closes. A friendly reminder sends at day 7, a firmer one at day 14, and an owner alert at day 21. Everything is logged to a live dashboard so you can see your full AR picture without opening three separate tabs.
This is Automated document collection workflow running on fake client data. The logic, the tools, and the timing are identical to what we deploy in your firm.
| Client | Documents needed | Status | Docs received | Follow-ups | Last action |
|---|
No platform to learn. No tools to rip out. We build on top of what you already pay for, and hand you something that runs without you thinking about it.
A short async walkthrough of how your month actually runs. Who does what, where the bottlenecks live, which tools are already in place. We do this over Loom and email, not live calls.
We design, build, test, and launch the automations inside your existing stack. No migrations, no new logins for your team, no training sessions required. You get a Loom walkthrough of everything we built and full documentation.
We keep the workflows running, watch for edge cases, and layer on new automations as the firm grows. Every month you see what is running, what it caught, and what it saved.
Just as important as what we build. We would rather tell you upfront than find out in month two.
Lacerte, UltraTax, CCH Axcess, Drake, ProSeries. These are desktop-based with no real API. If your main pain point is tax workflow, we are not the right fit for that specific problem.
You keep QuickBooks, Xero, Karbon, whatever you already use. We are the wiring between them, not another platform to migrate to or another login to remember.
We automate processes, not judgment. Your accountants keep full control over every financial decision. We just make the repetitive admin work disappear so they can focus on what they were actually hired to do.
Tell us which of the three workflows hurts most right now. We will tell you honestly whether we can help, and what two weeks would look like.