Case study 08 · Finance & tax
Tax Filing Automation — Client-by-client filing, in sequence
Files Hometax returns client by client
In operation · Tax portal control
- Industry
- Finance & tax
- Scope
- AI system build · operations & monitoring
- Technology
- Desktop software · document extraction AI · screen automation · step-by-step logs
- Status
- In operation · Tax portal control
- Client
- Undisclosed — contracts and acceptance records can be shown under NDA
- The repeated work
- For each client, someone logged into the tax portal, opened the same screens and entered values in the same order. More clients meant proportionally more hours.
- How it works now
- One Excel file drives the filing sequence for many clients. Sales and purchase statements are filled by AI reading the filing documents, and a person only checks before submission. Each step logs its progress and errors, so you see exactly where it stopped.
- How it runs
- It runs in steps, from opening the filing menu to filling the sales and purchase statements and entering the refund account, and only the step that failed has to be run again.
How the flow changed
- Before
- Log in per client→same screens→same entries
- After
- One Excel file→run in order→log
What we built
- Desktop software
- document extraction AI
- screen automation
- step-by-step logs
Have similar work?
Tell us about one task you do today and we start with a diagnosis. The diagnosis report is free.
If you need to verify the contracts and the acceptance, we put an NDA in place and show you the contract list and the acceptance records directly in a consultation.