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.
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.
Private workflows can run inside your AWS or GCP environment. Client history, categorization rules, review process, partner judgment, and internal checklists stay under your control.
Avoid billing surprises with clear workflow-based packages. We do not penalize you for using more AI like other vendors.
You own the workflow and operating logic. As competitors adopt generic AI, your client history, review standards, and firm-specific judgment become a private advantage they cannot copy.
We identify the repetitive document, email, approval, and software-handoff work costing the most time.
We map what can use public AI, what should stay private, and where approvals or client-controlled deployment are needed.
A practical first-workflow plan with proof, approvals, write-backs, audit logs, and ROI tracking.
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.