Architecting Automation for Modern Tax Teams
Tax and finance professionals, drowning in manual work and under-supported by technology, are forced into impossible choices on where to spend their energy. Departments run on an accumulated patchwork of Excel-based workflows, created to handle a specific problem in the moment, now stacked into complexity that can’t keep up with the scale and speed of global operations. It doesn’t have to be this way. I architect and implement true workflow automation within the Excel-based environment your team already knows. The relief is immediate while laying the groundwork for a future where AI can do the busywork for you.
Our mission is to architect durable, auditable automation at the core of tax and finance, transforming manual Excel workflows into robust, code-backed systems that increase efficiency and ensure accuracy. As organizations integrate AI and new automation, our solutions become the operational backbone every AI-ready tax function will depend on.
Recent Articles
By the Numbers
(1) Dec 2024 survey of US workers (Stanford, George Mason, Clemson, Columbia University research)
(2) KPMG Canada Nov 2024 “Generative AI Adoption Index survey”
300%
Average productivity gains of US workers. (1)
90%
Canadian workers using generative AI say the tools have enhanced the quality of their professional work. (2)
~46%
Fraction of Canadian Labor Force using Generative AI at work, primarily for research, ideation and writing e-mail (2)
