Automates financial aggregation, validation, and intelligent tax assessment. Integrates revenue, expenses, and invoices via scheduled connectors, merges data into unified records, and applies AI-driven analysis for anomaly detection and tax calculations. The system evaluates tax liability against configurable thresholds, intelligently routes filings to government portals or tax agents based on jurisdiction rules, and triggers automated email notifications for compliance deadlines and payment reminders. Designed for accountants, small business owners, and finance teams managing quarterly tax obligations while minimizing manual errors and compliance risks across multiple entities.
OpenAI API key, Gmail account, Google Sheets, accounting software or data source connectivity
Quarterly tax filing automation, multi-client accountant workflows, enterprise compliance monitoring
Adjust tax thresholds by jurisdiction, integrate additional data sources
Significant reduction in calculation errors, faster filing timelines, automated deadline alerts