Rebuilding client context bottlenecked tax teams for weeks. Now, custom AI agents evaluate returns, empowering staff to finish in one day.
An accounting and tax services firm that has materially grown its headcount and increased revenue by 50 percent over the past five years.
Tax teams faced immense pressure during busy seasons, struggling to quickly rebuild client context and manage daily message overload. Because the...
“In busy season, so much of the work is context building. Getting up to speed quickly on each client and that upfront ramp can be a lot of work in a very compressed period.”
Tax, advisory, and accounting firm for businesses and high-net-worth individuals.
Delivered role-based training and tied Copilot directly to everyday workflows for BPM staff.
Enterprise software, cloud infrastructure, and consumer electronics platform.
BPM's Tax preparation and review is part of this use case:
Related implementations across industries and use cases
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Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
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Rebuilding client context bottlenecked tax teams for weeks. Now, custom AI agents evaluate returns, empowering staff to finish in one day.
An accounting and tax services firm that has materially grown its headcount and increased revenue by 50 percent over the past five years.
Tax teams faced immense pressure during busy seasons, struggling to quickly rebuild client context and manage daily message overload. Because the...
“In busy season, so much of the work is context building. Getting up to speed quickly on each client and that upfront ramp can be a lot of work in a very compressed period.”
Tax, advisory, and accounting firm for businesses and high-net-worth individuals.
Delivered role-based training and tied Copilot directly to everyday workflows for BPM staff.
Enterprise software, cloud infrastructure, and consumer electronics platform.
BPM's Tax preparation and review is part of this use case:
Related implementations across industries and use cases
Manually organizing 300-page legal files bottlenecked advisers. Now, AI agents summarize massive document sets for final human review.
Basic AI chat couldn't resolve complex workflow bottlenecks. Now, non-technical staff build tens of thousands of custom micro-agents.
Searching 100+ page PDFs took up to 45 minutes per selection. Now, AI extracts evidence in the background for final human review.
Ambiguous job descriptions forced reviewers into long email loops. Now, AI drafts targeted follow-up checklists so experts decide faster.
Manual sampling struggled with petabytes of data. Now, AI agents analyze entire datasets, freeing auditors for high-risk insights.
Manual research took days. Consultants now generate cited summaries in minutes, validating findings instantly during client meetings.
Infrastructure compliance checks took months. Now, engineers use AI to parse massive datasets, cutting final review cycles by up to 90%.
Manual spot-checks missed duplicates. AI now audits 100% of spend, catching $20k in errors and reclaiming 160 hours for analysis.
Manual checks of varied supplier documents bottlenecked financial close. Now, AI matches contracts, routing discrepancies to specialists.