Excel-first automation for CPA firms
Automation that keeps CPA firms competitive
Modernize your accounting workflows without replacing existing tools or CPA judgment. Lombard automates repetitive work so your team can focus on review and accuracy, with Excel-first, audit-ready output every time.
Workflow snapshot
Output
- Feed data into your own customizable Excel templates
- Supports P&L, 1040, and firm-specific reports
- Single-click generation
- No forced templates
- Audit-ready, review-ready files
Core positioning
Keep the tools you trust.
Lombard is built for QuickBooks Desktop support and Excel-first workflows. We work inside your stack so your team can close faster with fewer manual steps and higher confidence.
- We do not remove your existing tools.
- We do not replace CPA judgment.
- We automate repetitive work only.
- Outputs are always Excel and audit-ready.
Excel-first approach
Excel stays. The manual work does not.
- Excel-first philosophy, not a workaround.
- Excel remains the trusted system of record.
- Lombard makes Excel faster and more consistent.
We automate inside Excel:
- Ledger processing
- Reconciliations
- Custom reporting
- Firm-specific templates
You keep Excel. We remove the manual work.
Services
Automation designed for CPA operations.
Lombard pairs automation software with custom workflow design so your firm can scale without adding manual overhead.
CPA-Focused Accounting Automation
Automate bookkeeping, reconciliations, and reporting with workflows built for CPA teams.
- Reduce human error
- Close faster with confidence
- Keep existing tools in place
Family Office and High-Net-Worth Bookkeeping
White-glove accounting for complex entities with structured, auditable processes.
- Complex entity support
- Clear audit trails
- Custom reporting outputs
Security and Accuracy
Enterprise-grade controls and audit-ready outputs built for long-term trust.
- Secure data handling
- Review-ready reporting
- Consistent, repeatable workflows
Client intake
Automated client intake and document tracking for CPA firms.
Lombard keeps intake structured so your team can focus on review and client advisory instead of chasing files.
- Leave the email attachment shuffle behind.
- Client information is organized automatically.
- Documents are tracked with nothing missed.
- Fewer interruptions for CPA teams during peak periods.
Case studies
Real automation outcomes for CPA firms.
Lombard turns repetitive work into reliable automation with clear results you can see within days.
Case Study 1: 1040 Automation
Connect a client's bank account and automatically classify transactions for plumbers, electricians, and independent contractors. In under 30 seconds, Lombard:
- Clears transactions
- Categorizes income and expenses
- Prepares data required for filing
Case Study 2: Custom Workflow Automation
Every firm works differently. Tell Lombard your workflow, approval steps, and reporting format. We turn repetitive tasks into full automation:
- Ledger to your own Excel format
- Custom rules and firm-specific logic
- No forced templates
Case Study 3: Automated Client Intake
Automated client intake and document tracking for CPA firms keeps data organized and teams focused.
- Moves work off back-and-forth email chains
- Automatically organizes client information
- Tracks missing documents and follow-ups
- Reduces interruptions for your CPA team
Security and accuracy
Built for accuracy, security, and audit readiness.
Lombard is designed for CPA firms that cannot compromise on client trust or data quality.
Enterprise-grade security
Data handling designed for regulated environments with strict access controls.
Audit-ready outputs
Consistent documentation and reporting for clear reviews and compliance.
Built for long-term trust
Reliable processes that prioritize accuracy and repeatability across every close.
Trust and credibility
Built alongside CPA firms in Orange County.
Lombard is trusted by firms that value long-term relationships and measurable operational improvements over hype.
Lombard is built by engineers working directly with Orange County CPA firms.
We design automation inside real accounting workflows - not generic SaaS tools.
100+
Used by 100+ clients in Orange County
CPA firms
Partnered with CPA firms across Orange County
Long-term
Built through long-term CPA relationships
Request a demo
Ready to modernize your accounting workflows?
Tell us how your firm operates. We will schedule a consultation, map Lombard to your existing tools, and outline a tailored automation plan.