We build private, auditable workflows that organize tax documents, extract receipt and statement data, flag missing information, and prepare structured work for professional review.
Staff spend too much time normalizing W-2s, K-1s, 1099s, receipts, and statements before real review begins.
Client back-and-forth piles up when missing forms and mismatched records are discovered deep into the engagement.
Tax and accounting firms cannot treat public AI tools as a dumping ground for client financial records.
Industry document automation research points to engagement letters, audit workpapers, financial statements, tax returns, onboarding packages, schedules, applications, questionnaires, and KYC packs.
Professional-services and financial-document automation research frames manual review and data entry as a scaling bottleneck, which is the same tax-season pressure firms feel with client uploads and statements.
Industry document automation research highlights dense multi-page tables, handwriting, stamps, signatures, and traceable field extraction, all relevant to statements, receipts, and reviewer packets.
Extracts key data from W-2s, K-1s, 1099s, and receipts so there is less prep work.
Turns bank and credit card PDFs into structured files for faster reconciliation.
Compares this year's submission to prior-year files to reduce client back-and-forth.
Extracts and reconciles client-supplied balances, statements, schedules, and source documents for reviewer-ready workpapers.
Drafts precise client requests for missing forms, unclear deposits, or documentation gaps.
Staff sort mixed client uploads, rename files, compare prior-year context, chase missing forms, and normalize statement data by hand.
The workflow organizes documents, extracts key fields, flags gaps, prepares follow-up drafts, and packages work for professional review.
Private workflows can use hosted private-cloud inference, dedicated cloud or VPC deployment, or local/on-prem inference when client financial data cannot leave your environment.
Avoid billing surprises with clear workflow-based packages. We do not penalize you for using more AI like other vendors.
Every result can include source files, extracted fields, reviewer approval, client follow-up status, and write-back history.
We choose one intake, statement conversion, or missing-info process with clear tax-season impact.
We configure extraction, source evidence, reviewer queues, and client-data boundaries.
You see prep time saved, missing-info reduction, reviewer quality, and the next workflow roadmap.
Founder, Performance AI Lab | Former Meta SuperIntelligence Lab
With 25 years in software engineering and enterprise infrastructure, I've built systems for some of the world's most demanding environments. I founded Performance AI Lab to bring private, auditable AI workflows that reduce manual work and preserve operating know-how to mid-market operators.
If your team is buried in documents, emails, approvals, spreadsheets, or software handoffs, we can help identify the first workflow worth automating.
Private AI workflows for the work that falls between your documents, apps, approvals, and operating knowledge.