Accounting Firm AI Agent
A mid-tier accounting firm serving SMB clients was drowning in manual busy-season work: ingesting client shoeboxes of receipts, 1099s, K-1s, and trial balances; categorizing transactions; researching ...
Project Overview
Project Information
Technologies Used
Our team leveraged modern technologies and best practices to deliver a robust, scalable solution that meets enterprise requirements.
The Challenge
Every great solution starts with understanding the problem. Here's what they were facing.
A mid-tier accounting firm serving SMB clients was drowning in manual busy-season work: ingesting client shoeboxes of receipts, 1099s, K-1s, and trial balances; categorizing transactions; researching tax authority guidance; and drafting review notes. Staff spent 60%+ of their time on data entry and lookups rather than advisory work, and tax-research answers were inconsistent across the team.
Our Solution
We developed a comprehensive solution that addressed their challenges and delivered measurable results.
We built an AI agent that handles document intake, extraction, categorization, and client Q&A. Amazon Textract reads receipts, 1099s, and K-1s; AWS Lambda normalizes the extracted data and Amazon AppFlow syncs categorized entries into QuickBooks Online and Xero. The agent uses Retrieval-Augmented Generation (RAG) over an Amazon OpenSearch Serverless vector index populated with the IRC, IRS publications, Treasury regulations, and AICPA standards, refreshed nightly via AWS Glue. Amazon Bedrock (Claude) drafts review notes and answers staff tax questions with citations grounded in that knowledge base, eliminating hallucination. Amazon SageMaker hosts a custom transaction-categorization model trained on the firm's historical ledger data, and a Bedrock Guardrails policy redacts PII before any model call.
Results & Impact
The measurable outcomes that were achieved through our partnership.
Reduced average per-return prep time by 47%
Automated extraction of 25+ document types at 98.6% accuracy
Cut tax-research lookup time from 25 minutes to under 30 seconds
Freed ~3,500 partner and staff hours during peak season for advisory work
Standardized review notes across 40+ engagements with cited authority
Technology Stack
The tools and technologies we used to build this solution.
Other
Each technology was carefully selected to ensure scalability, maintainability, and optimal performance for the project requirements.
"The RAG layer over the tax code was the game-changer. Our staff now get cited, consistent answers in seconds, and our people spend the season advising clients instead of keying in 1099s. It paid for itself in one busy season."
Ready to Start Your Project?
Inspired by this case study? Let's discuss how we can apply similar strategies and technologies to solve your unique challenges.
Want to Discuss a Similar Project?
Every project is unique, but we apply proven methodologies and cutting-edge technologies to deliver exceptional results.