What we work with
- Sample documents with sensitive details removed
- Your intake checklist and required fields
- Your intended destination and approval rules
CORE MODULE / REVIEW
Document processing & tax intake
Turn the document chase into a review-ready intake.
Finance-led expertise. AI workflows built and managed for your firm.
ILLUSTRATIVE WORKFLOW
A client sends a mixed batch of tax documents. What is complete, and what is still missing?
What we configure
- Classify documents and extract agreed fields
- Identify incomplete items for follow-up
- Prepare a structured intake summary
What your team approves
- Verify extracted information against source documents
- Approve any export or software update
- Apply tax judgment and client-specific requirements
PART OF THE STRATCFO SERVICEMore than a module.
More than a module.
A process your team can use.
We agree the data, tools, responsibilities, and definition of success before the build. Training and handover are part of the implementation scope.
A measured first deployment
Test representative examples, review the exceptions, and confirm acceptance criteria before expanding. Timelines depend on scope, data readiness, and integration access.
Your controls stay visible
AI output needs validation. Posting, client communications, and professional decisions follow the approval rules agreed with your firm.
EXPLORE THE FITDiscuss Your Workflow
Could Review help your workflow?
Tell us where the process gets stuck. We can discuss a suitable starting point.