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Automate Lacerte with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Lacerte. It runs the Lacerte steps your team does by hand today, and connects it to Quickbooks, Salesforce, and Laserfiche. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Lacerte integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Lacerte and every tool it touches, including the screens with no API.

Visit proconnect.intuit.com

How to automate Lacerte

  1. Connect Lacerte to Caddi

    Allow

    1Sign in to Lacerte

    One click with your own Lacerte login. No API keys.

  2. Automate tax document extraction in Lacerte.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Lacerte integrations

Connect Lacerte with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Lacerte

Why teams automate Lacerte

Intuit Lacerte is professional tax-preparation software for accounting and tax teams, integrated through a local ODBC and .NET SDK. Caddi AI Agents automate the document extraction and data movement around it so returns move through the process without rekeying.

Tax season is bottlenecked by moving documents and figures between Lacerte and everything else. Caddi runs that extraction and data movement so preparers spend time on the return, not on data entry.

Loops Caddi runs against Lacerte

  • Tax document extraction

    Recommended pattern
    1. Lacerte
    2. Laserfiche
    3. Microsoft Excel

    Caddi extracts data from source tax documents, moves it into Lacerte, and files the originals with the right client metadata.

  • Return data movement

    Recommended pattern
    1. Lacerte
    2. QuickBooks
    3. Salesforce

    Caddi moves return and client data between Lacerte and the accounting system, reconciles the figures, and surfaces variances.

  • Deliverable filing

    Recommended pattern
    1. Lacerte
    2. Google Drive
    3. Salesforce

    Caddi files completed Lacerte returns, applies firm document metadata, and closes the related client task.

Where finance teams use it

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Lacerte with no rekeying.

  • Meeting prep & follow-up

    Pull the right Lacerte data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right Lacerte metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Lacerte, and write the audit-ready record back to the right account.

Questions about automating Lacerte

Does Caddi have a real Lacerte integration?

Yes. Caddi runs verified code against Lacerte's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Lacerte is reviewed before it runs in production.

Do I need engineering help to automate Lacerte with Caddi?

No. You demonstrate the workflow, clicking through Lacerte the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Lacerte data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Lacerte, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Lacerte to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Lacerte, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Lacerte?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Lacerte

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See it on your stack

Ready to automate Lacerte?

Drop your work email and we'll show you Caddi running end-to-end against Lacerte and the rest of your stack.