Accounting, tax & auditFinancial control & statutory auditCustomer anonymous

Automate bank reconciliation, K-1 and tax package checks, and audit workpaper justification

Equip accounting firms, tax teams, and statutory auditors with AI analysts that extract bank statements, detect tax-return inconsistencies, and justify balance-sheet items with source documents.

Request a workflow review Explore 6 workflows

workpaper justification: Line-by-line
client tax & accounting Q&A: 24/7
to invoices & bank lines: 100% traced

Concrete workflows

Six recurring jobs we automate in accounting, tax & audit.

Each workflow connects directly to your existing documents and systems, produces a structured output, and stops at a human reviewer before external release.

Audit & closing

Annual review file & balance-sheet justification

Links each balance-sheet account to its supporting invoices, contracts, and bank statements
Extracts transaction tables from PDF bank statements directly into reconciliation workpapers
Runs an automated pre-signature completeness checklist for the signing partner

Reviewable outputs

Referenced audit filePre-signature checklist

Reviewed bySigning audit partner

Tax compliance

Tax package & K-1 consistency verification

Extracts figures from complex tax forms, K-1 schedules, and statutory filings
Cross-checks trial-balance totals against tax return schedules to catch discrepancies
Flags year-over-year variances and missing elections before filing

Reviewable outputs

Tax consistency reportStructured K-1 dataset

Reviewed byTax director

Daily operations

Missing-document tracker & client follow-ups

Compares received client receipts and statements against monthly closing requirements
Maintains a live dashboard of missing invoices and uncategorized bank lines
Drafts polite, itemized follow-up emails and balance-sheet restitution notes

Reviewable outputs

Missing-docs dashboardClient restitution email

Reviewed byClient manager

Technical standards

Accounting, tax & statutory standards desk

Searches official tax codes, accounting standards, and statutory audit guidelines
Provides instant, article-cited answers on complex revenue recognition or tax treatments
Benchmarks client valuation multiples and sector ratios against peer data

Reviewable outputs

Cited technical memoSector valuation check

Reviewed byTechnical standards partner

Advisory & pitch

Annual financial presentation & entity simulation

Turns finalized trial balances into clean, client-ready PowerPoint review decks
Simulates corporate structure and tax-regime scenarios for prospective clients
Highlights cash-flow, working-capital, and margin levers for management discussions

Reviewable outputs

Annual review deckEntity comparison model

Reviewed byAdvisory partner

Client service

24/7 client Q&A on routine tax & payroll rules

Answers recurring client questions on expense deductibility, invoicing rules, and deadlines
Grounded strictly in the firm's approved client guides and current tax thresholds
Escalates bespoke advisory questions directly to the account manager

Reviewable outputs

Grounded client answerAdvisor escalation note

Reviewed byPractice manager

Anonymized deployment story

An accounting and statutory audit practice managing recurring tax filings, annual closing files, and regulatory standard lookups.

Automated

missing-voucher tracking

Real-time

balance-sheet justification

Partner checklist

before final signature

From manual bottleneck to controlled workflow

Automating annual closing checklists, tax consistency controls, and statutory standard research

The operating challenge

Audit associates and accountants spent peak filing weeks chasing missing client vouchers, manually reconciling bank PDFs to general ledgers, and cross-checking tax schedules.

What we deployed

Deployed specialized document and standards analysts that extract statement lines into Excel, flag tax-package discrepancies automatically, and cite official accounting standards in seconds.

Cross-industry playbooks

Explore workflows in other industries.

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Private equity & funds

Bring us one recurring job in accounting, tax & audit.

Request a workflow review

Automate bank reconciliation, K-1 and tax package checks, and audit workpaper justification

Six recurring jobs we automate in accounting, tax & audit.

Annual review file & balance-sheet justification

Tax package & K-1 consistency verification

Missing-document tracker & client follow-ups

Accounting, tax & statutory standards desk

Annual financial presentation & entity simulation

24/7 client Q&A on routine tax & payroll rules

Automating annual closing checklists, tax consistency controls, and statutory standard research

Explore workflows in other industries.

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Deliver product specs, competitor comparisons, and staff training directly in WhatsApp

Accelerate KYC reviews, fund comparisons, and client reporting while keeping human sign-off

Free senior consultants and operating partners from manual audit synthesis and deck assembly

Turn regulatory changes, incoming legal filings, and contracts into owned, traceable work

Cut quote turnaround to under five minutes and give brokers instant policy answers

Enrich product catalogs at scale, train store teams, and automate multilingual customer support

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Bring us one recurring job in accounting, tax & audit.