INDUSTRIES

Tax, Accounting & Audit

Classify, reconcile and report with the accuracy your clients expect and the speed your margins require.

The Challenge

Tax and accounting firms lose 40% of billable time to document processing and classification tasks AI can handle in minutes.

Manual Classification Risk

Invoices running to 18+ pages reviewed manually each period - creating year-end bottleneck and significant misclassification risk under tax laws.

PSA Processing Burden

Hundreds of employee and benefit transactions reviewed manually each year to determine taxable vs. non-taxable treatment under PAYE Settlement Agreements.

Reconciliation Overload

Credit reconciliation teams spend increasing hours each period cross-referencing supplier statements against accounting ledgers - manually, at scale.

Billable Time Saved

Skilled advisers tied up in document processing and data gathering can't focus on the high-value advisory work that drives client retention and fee growth.

The Solutions

USE CASE 01

AI Tax Agent: Capital Allowance Classification

From 8+ hours of manual PDF review to clean, classified tables in under 1 minute.

Pain Point

Capital allowance classification on construction projects requires reviewing hundreds of purchase invoices and contractor schedules - a highly manual, time-consuming process that delays client reporting and extends billing cycles.

Our Solution

An LLM tax agent reads, classifies and maps purchase invoices to HMRC capital allowance categories automatically - producing clean, structured classification tables in under 1 minute.

Impact

8+ hours of manual review reduced to 1 minute

100s of hours saved at scale

USE CASE 02

AI Tax Agent: PSA Classification

Bulk AI classification with one-click overrides. PSA prep time dramatically reduced.

Pain Point

PSA preparation requires manually reviewing and classifying every business expense by category and PAYE/NIC liability - a labour-intensive, error-prone annual process that stretches compliance teams for months.

Our Solution

An AI classification agent processes bulk expense data, categorising each item by PSA eligibility and liability type with one-click human override capability. The agent learns from review corrections, improving accuracy over time.

Impact

Transforms multi-week manual PSA review into a near-instant bulk classification process

Reducing prep time by up to 80%

USE CASE 03

Accounting Agent: Zero-Touch Reconciliation

Automated invoice matching, structured classification and remittance generation - with a full audit trail.

Pain Point

Monthly reconciliation involves manually matching thousands of purchase invoices against supplier statements, identifying discrepancies and generating remittance advice - consuming days of accountant time per client per month.

Our Solution

An agentic reconciliation workflow ingests invoices and supplier statements, matches them automatically using fuzzy matching and structured rules, flags discrepancies for human review and generates remittance advice for clean matches - without manual intervention.

Impact

Eliminates manual invoice matching and remittance preparation

Cuts reconciliation time from weeks to hours, reducing payment errors and disputes

Produced bank-ready remittance reports with a full audit trail for every period

Let's explore what's possible together.

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