Teams manually transcribed complex 300-page tax forms. Now, a specialist annotates one page and AI trains custom extraction models.
A global financial service provider processes thousands of varying tax document types from worldwide clients, with individual forms frequently spanning up to 300 pages.
During high-pressure tax seasons, teams manually transcribed key values from complex forms, receipts, and invoices. Building automated extraction...
“By integrating Microsoft OpenAI within a secure, cloud-native elastic Azure architecture, we automated both structured and unstructured K-1 tax data processing at scale. This capability significantly improved data extraction speed, accuracy, and operational efficiency, supporting high-volume tax workflows with minimal manual intervention.”
Global professional services for assurance, tax, consulting, and strategy.
Enterprise software, cloud infrastructure, and consumer electronics platform.
EY's Tax document processing is part of this use case:
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Teams manually transcribed complex 300-page tax forms. Now, a specialist annotates one page and AI trains custom extraction models.
A global financial service provider processes thousands of varying tax document types from worldwide clients, with individual forms frequently spanning up to 300 pages.
During high-pressure tax seasons, teams manually transcribed key values from complex forms, receipts, and invoices. Building automated extraction...
“By integrating Microsoft OpenAI within a secure, cloud-native elastic Azure architecture, we automated both structured and unstructured K-1 tax data processing at scale. This capability significantly improved data extraction speed, accuracy, and operational efficiency, supporting high-volume tax workflows with minimal manual intervention.”
Global professional services for assurance, tax, consulting, and strategy.
Enterprise software, cloud infrastructure, and consumer electronics platform.
EY's Tax document processing is part of this use case:
Related implementations across industries and use cases
Rebuilding client context bottlenecked tax teams for weeks. Now, custom AI agents evaluate returns, empowering staff to finish in one day.
Manually organizing 300-page legal files bottlenecked advisers. Now, AI agents summarize massive document sets for final human review.
Opaque AI flags forced counsel to manually re-read documents. Now, generative AI cites its reasoning to accelerate final decisions.
Manually extracting data from PDFs took 4 hours per loan, delaying approvals for weeks. Now, in-country AI securely structures the data.
Finance teams managed 1.5M transactions via scattered spreadsheets. Now, AI agents extract data and route journal entries in seconds.
With 115K annual applicants, managers read resumes between van breakdowns. Now Maria screens, schedules, and offers—managers just decide.
Officers hand-checked vendor compliance and stitched procurement docs from scattered files. Now a bot and AI handle both.
90% of invoices had exceptions; AP analysts corrected them line by line. An agent now resolves mismatches before they reach finance.
Bond selection took days of manual review. Custom AI agents now surface risks, empowering analysts to execute trades in hours.