Indirect tax classification
Classifies products/services for VAT/GST/sales tax rules.
Tax provision close assistant
Assists with rate reconciliation, deferred tax roll-forward, and provision analytics.
M&A tax due diligence summarizer
Summarizes target tax risks, exposures, NOLs, and uncertain positions.
Tax regulatory change monitor
Monitors new rules and maps them to entities, jurisdictions, and processes.
R&D credit documentation assistant
Summarizes qualifying activities, evidence, and project narratives.
Customs and tariff classification
Suggests HS codes and flags tariff exposure from product descriptions.
Withholding tax treaty analyzer
Maps payment flows to treaty rules and withholding positions.
Tax data anomaly detection
Flags unusual tax-sensitive transactions or entity/jurisdiction patterns.
Executive tax impact summary
Generates simplified tax impact narrative for CFO, board, or deal team.
Tax knowledge management assistant
Retrieves and synthesizes prior memos, guidance, and engagement learnings.
E-invoicing compliance checker
Checks invoice data against jurisdiction e-invoicing requirements.
Pillar Two data readiness assessor
Checks data completeness and entity mapping for global minimum tax reporting.
State apportionment analytics
Analyzes sales, payroll, property, and nexus indicators for state tax positions.
Uncertain tax position classifier
Classifies and summarizes UTP evidence and measurement assumptions.
Tax account reconciliation matching
Matches tax accounts, returns, provisions, and GL activity.
Tax notice response drafter
Drafts responses to tax authority notices from underlying workpapers and facts.
Close task orchestration agent
Tracks close tasks, dependencies, blockers, and late reconciliations.
Journal entry preparation assistant
Drafts recurring journal entries with support and routes for approval.
Flux analysis narrator
Drafts variance explanations from GL, subledger, and operational drivers.
Account reconciliation matcher
Matches GL and subledger transactions and flags unreconciled items.
Consolidation package validator
Checks entity submissions for completeness, mapping, eliminations, and anomalies.
Cash forecasting agent
Forecasts inflows/outflows and explains deviations from prior forecast.
Procure-to-pay invoice matching agent
Extracts invoice data, compares to PO/MSA, and drafts discrepancy emails.
Order-to-cash collections prioritizer
Prioritizes collections based on customer risk, promises-to-pay, and cash impact.