Tax Insight AI is an advanced, client-centric intelligence platform designed to streamline routine accounting and tax compliance tasks and accelerate strategic advisory for the accounting industry. Traditionally, processing client paperwork, coding transactions, and preparing VAT returns required significant manual labor, creating deadline risks and inconsistent quality. This project automates and optimizes these workflows by bridging the gap between raw, unstructured financial documents and review-ready compliance outputs. By integrating specialized AI models with a structured, card-based interface, the platform empowers client managers and tax professionals to instantly ingest invoices, classify bank transactions, and draft VAT summaries. Ultimately, the system empowers accounting teams to escape the burden of repetitive data entry and focus on proactive tax planning, delivering high-value advisory recommendations with unprecedented speed, consistency, and accuracy.
Compliance Report
The Government Compliance module serves as the regulatory foundation of the platform, ensuring all tax filings and workpapers align with the latest HMRC and Companies House requirements. It provides real-time access to current tax rates, thresholds, filing deadlines, and statutory guidance, eliminating reliance on outdated regulations. Information is organized into key compliance areas—including VAT, Corporation Tax, Self Assessment, Payroll (PAYE), and Companies House filings—with interactive views and downloadable compliance guides. By embedding official regulations directly into daily workflows, the module reduces filing errors, supports consistent decision-making, strengthens regulatory compliance, and helps accounting teams deliver accurate, timely, and audit-ready submissions.
Revenue Insights
Operating directly on top of the categorized data is the VAT Draft and Risk Review Agent, the analytical brain that automates complex compliance synthesis. This module guides raw transactional data through a sophisticated pipeline: starting with computing draft VAT box values, followed by deep reasoning to spot potential pitfalls such as reverse charges or partial exemptions. Next, the Compliance Workpaper Pack Generator cross-references these findings to automatically produce a structured, review-ready pack complete with checklists, narrative notes, and draft client query emails. This allows tax managers to conduct interactive reviews and finalize compliance packs without spending hours compiling data manually. Grounded in semantic search against policy guidelines, Tax Insight AI acts as an always-on co-pilot for triage, risk mitigation, and compliance preparation.
Technologies Used
- Platform: React 19
- AI Models: Google Gemini + Claude Opus
- Database: Firebase — Auth, Firestore, Cloud Storage
- Infrastructure: Vercel Edge Network
- Industries: Accounting & Tax Services
