AI for Tax Operations

Tax teams spend much of their time collecting records. AI can take on the gathering so people can focus on judgment.

The problem

Tax work depends on records spread across payroll, accounting and project tools. Collecting and checking them takes weeks.

AI can pull records together, check them for gaps, draft working papers and keep an audit trail for a professional to review.

Our most specialized tax product, built for the research credit.

Find, document and support research credit claims, reviewed by your CPA.

How the agent captures costs, time and documentation.

Tax positions are decided by qualified professionals. We do not give tax advice.

Examples describe typical approaches, not guaranteed results.

An AI agent that captures R&D evidence and costs as the work happens and drafts the forms for a CPA to review.

Pay suppliers accurately with less typing.

Get invoices out and cash in sooner.

Match payments to invoices faster.

Chase overdue accounts in a sensible order.

Book a free call. We will map three opportunities and give you a rough idea of cost and payback.