AI Agents that run tax preparation, compliance, document handling and practice operations — end to end.
WHY AUTOMATION FITS TAX & ACCOUNTING
Every client sends invoices and statements, every VAT return follows the same rules and calendar, every engagement starts with the same letter and every hour has to be captured and billed. Advice, judgment calls and the client relationship stay with the professional; the intake, data capture, return preparation and billing around them are repetitive and still done by hand.
Our AI agents take over that work end-to-end, inside your practice management, accounting, tax and document systems.
WHAT WE DO FOR TAX & ACCOUNTING
Agents finish returns before the rush. Advisors review and sign.
AI agents track every VAT, corporate tax and reporting deadline and prepare the returns ahead of time. Your team simply reviews and signs off.
As client documents arrive, AI agents read, sort and check them and flag anything missing. Your team starts every engagement with clean data.
Your senior people spend their hours on advice, even in peak season. AI agents handle the data prep, tie-outs and timesheets.
* Our fastest go-live. Timelines depend on the complexity of the project and its processes.
INSIDE A TAX & ACCOUNTING FIRM
We don't deploy generic software. We design AI Agents around the processes, tools and people of each function, then connect them where it matters. Click any department to explore.
CLIENT ONBOARDING, KYC & ENGAGEMENT
Agents run client identity verification, AML/CDD screening, conflict checks and engagement letter generation — so partners spend the first hours of an engagement on advice, not admin.
Document Intake & Data Capture
Agents extract, classify and reconcile data from client documents — bank statements, invoices, prior-year returns, ERP exports — so the team starts work on clean data instead of building it.
Corporate Tax (Direct)
Agents prepare corporate income tax returns, run provisioning, manage deferred tax and orchestrate group returns — so the tax team focuses on positions, not data wrangling.
Indirect Tax & VAT
Agents prepare VAT/sales-tax returns, run e-invoicing mandates, manage intrastat and SALT nexus — so indirect tax keeps up with weekly regulatory change instead of falling behind.
TRANSFER PRICING & INTERNATIONAL TAX
Agents draft TP documentation, run benchmarking studies, orchestrate Pillar Two data and manage DAC6/DAC7 disclosures — so international tax teams stay ahead of OECD timelines.
Tax Advisory
Agents accelerate restructuring modeling, credit claims, M&A diligence and controversy preparation — so partners spend their time on judgment calls, not assembling supporting schedules.
Audit & Assurance
Agents support audit planning, sample selection, evidence assembly and report drafting — so audit teams spend their hours on professional judgment, not data prep.
BOOKKEEPING & OUTSOURCED ACCOUNTING
Agents post journals, reconcile bank accounts, process AP/AR and run payroll for mid-market clients — so outsourced accounting scales without proportional headcount.
FINANCIAL REPORTING & CSRD/ESG DISCLOSURE
Agents prepare statutory accounts, manage IFRS/GAAP conversions and assemble CSRD/ESRS disclosures — so finance teams hit deadlines without month-end heroics.
PRACTICE OPERATIONS & BILLING
Agents manage time tracking, WIP, billing, partner allocations and engagement profitability — so the firm closes its books before its clients close theirs.
Knowledge, Research & Quality
Agents track regulation, summarize technical updates, curate precedents and run quality reviews — so professionals get to the answer fast and the firm passes regulator inspections.
Talent, Tech & Security
Agents run recruiting, certifications, training, client portals and security controls — so the firm scales people, tech and trust at the same pace.
AGENT IN ACTION
The moment a VAT period closes, the agent opens the return on its own. It classifies every transaction to VAT codes, applies the current rules and rates of each jurisdiction, and generates the return with full supporting workings, for every registration, every period.
File on time in every jurisdiction without the quarter-end scramble. Your indirect tax team only sees the unusual transactions that genuinely need approval, and signs and files with workings that are already audit-ready.
The moment a VAT period closes, the agent opens the return on its own. It classifies every transaction to VAT codes, applies the current rules and rates of each jurisdiction, and generates the return with full supporting workings, for every registration, every period.
File on time in every jurisdiction without the quarter-end scramble. Your indirect tax team only sees the unusual transactions that genuinely need approval, and signs and files with workings that are already audit-ready.
Agents run inside your infrastructure, on-prem, private cloud or hybrid. No client data leaves your network without your approval. No dependency on us: it runs on infrastructure you control. The agent is yours to run, permanently.
You pay for the process automated, not consulting hours. If a process proves non-automatable, a voucher covers the next one.
Our fastest projects go live from 12 weeks; the plan for yours comes out of discovery, because it depends on the process and the systems it touches. Payback within one year for the large majority of projects.
TAX & ACCOUNTING FAQ
Answers before the first call: the questions practice leaders ask us most.
No. Our agents sit on top of what you have — your tax preparation software, document management, practice management, client portals and ERP connectors. Where an integration doesn't exist, our agents operate the same screens your staff uses today.
How we integrate with each system →They move up the value chain. Preparers review instead of retyping, seniors judge exceptions instead of building schedules, partners advise instead of chasing documents. Every agent action is auditable and reversible, and humans retain ultimate responsibility — sign-offs, filings and professional judgment stay with your people.
Agents run inside your environment with role-based access, full audit trails and decision-level traceability. Client data does not leave your network without your approval and is never used to train anyone else's models — consistent with GDPR and professional secrecy obligations.
Where agents run and who holds access →Fixed-price per workflow automation. If during delivery we determine a process cannot be automated, you receive a voucher to automate a different process instead. Optional SLAs are agreed per project, based on business hours.
How we charge →Document intake and OCR classification, VAT return preparation and e-invoicing mandates, CIT provisioning and return support, TP documentation and CbCR, bookkeeping and bank reconciliation, engagement letters and KYC screening, and WIP, billing and collections. We scope per practice area.
Book a 30-minute meeting with our team and discover what AI automation can do for your specific workflows.
