Case Studies

Tax automation, with the results explained

See the task, how it was automated, and what changed. Each case study explains its own scope and results, from a monthly reconciliation to an SR&ED preparation workflow.

SR&ED / public accountingCanadian public practice firm

Why pure agents are not enough

One bespoke SR&ED preparation workflow was run three ways and measured. The engineered workflow, agents for judgment, code for throughput, and gates for trust, reached the same deliverable with roughly 97% less hands-on effort, and its gates caught real errors before they reached review.

AutomationAI EnablementWorkflow Engineering

97% Less hands-on effort than the manual baseline
3× Faster end to end than the manual workflow
$23 Total AI cost to run the engineered workflow

Software (SaaS)Vancouver-based SaaS multinational

Automating Complex Tax Provision Roll-Forward

Rolling a 90-tab US GAAP tax provision workbook into a new year consumed 20–30 expert hours and carried real error risk. Eighteen ChatGPT-assisted VBA macros on a control panel now complete it in under two minutes, executable by junior staff.

AutomationTax Operations

>99% Reduction in roll-forward time
20+ hrs → <2 min Annual roll-forward effort
90+ Interlinked tabs updated automatically

Corporate tax operationsEnterprise sales tax team

Automating away 80 clicks

A monthly reconciliation across two 200,000-row Excel workbooks ran through 100+ precise manual clicks. Converted into a detailed prompt, ChatGPT generated and executed the code, cutting the cycle to minutes and producing upload-ready exception reports.

AutomationAI Enablement

80% Fewer clicks per monthly cycle
2h → 15m Monthly reconciliation time
0 New platforms or licenses required

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