Automating Tax Document Processing From Upload to Data Integration
An intelligent document workflow that replaces manual sorting, form identification and data entry, processing large volumes of financial documents and transferring the extracted data straight into tax software.
- Client
- Tax & accounting client
- Industry
- Tax & Accounting
- Services
- AI AutomationOCRDocument ProcessingAPI Integration
- Reduction in document processing time
- 80%Reduction in document processing time
- Accuracy rate, according to the project report
- 99%+Accuracy rate, according to the project report
- Extracted data transferred through secure API
- Drake integrationExtracted data transferred through secure API
- High volume operations with secure audit trails
- Bulk processingHigh volume operations with secure audit trails
Where they were starting from.
Tax professionals spend significant time manually sorting documents, identifying tax forms, entering information and organising client files. The goal was to replace this repetitive workflow with an intelligent automated system capable of processing large volumes of financial documents with greater speed and accuracy.
Five decisions that shaped the outcome.
- 01
Intelligent Document Processing
Built an automated workflow that identifies, classifies and processes tax forms, invoices, receipts and financial documents.
- 02
AI & OCR Automation
Combined machine learning, OCR, natural language processing and handwriting recognition to extract structured information from documents automatically.
- 03
Automated Organisation
Documents are automatically categorised, grouped, renamed, merged or split according to configurable processing rules.
- 04
Drake Integration
Connected the system directly with Drake tax software to automatically transfer extracted data through secure API integration.
- 05
Quality Control Automation
Implemented confidence scoring, anomaly detection, validation, error handling and review workflows to identify documents requiring human attention.
An end to end document automation system that transforms unstructured tax documents into organised, structured data ready for tax preparation.
Built with
- Machine Learning
- OCR
- Tesseract
- Azure Cognitive Services
- NLP
- API Integration
- Drake Integration
The numbers behind it.
Screenshots taken from the tools themselves, not a summary of them. Select any one to see it full size.
The end to end workflow, from document upload through classification and extraction to Drake integration and monitoring.
Automation & AI Workflows
AI powered workflows and smart integrations that reduce manual work and improve efficiency.
Tell us where it hurts.
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