AI that works for Accounting
Tax season compresses a year's worth of document chasing into a few brutal weeks. Most of that time is not judgment — it is sorting, retyping and waiting on clients to send what you already asked for twice.
Are these Accounting challenges familiar?
Client documents arrive in every format except usable
Bank statements as phone photos, prior-year returns as unsearchable PDFs, and spreadsheets with three different date formats. Staff spend hours normalising before any real accounting starts.
Workpapers are rebuilt every engagement
The firm has done a dozen returns like this one, but the supporting schedules are copied by hand because last year's file is in a folder nobody can find quickly enough to matter.
Review bottlenecks at the partner desk
Seniors prep, partners review, and the queue backs up because every exception routes to the most expensive person in the firm for a task that is mostly pattern-matching.
What we would look at first.
Client document intake during tax season. The volume is predictable, the handling time is easy to measure, and correctness can be checked against what lands in the workpaper the same day.
Intake that reads what clients actually send
Bank statements, W-2s and K-1s extracted into structured fields with anything ambiguous flagged for a person instead of silently guessed at.
Process AutomationWorkpaper prep that starts from last time
Schedules and tie-outs drafted from prior engagements and your own templates, so review starts at exceptions rather than at blank tabs.
Custom Tools & AgentsAnswers out of your own client files
A search layer over engagements you have already closed, so precedent and prior treatment take a question rather than an afternoon digging through SharePoint.
Data Foundations