Finance & Tax
sistemas.
We build ledgers, filing pipelines, decisioning tools, and retrieval systems that can survive auditors, controllers, and quarter-end volume at the same time.
La vista de control.
We build ledgers, filing pipelines, decisioning tools, and retrieval systems that can survive auditors, controllers, and quarter-end volume at the same time.
Lo que podemos construir.
TaxChase
Manual email follow-up, portal underuse, and staff time spent chasing client documents during filing season.
Initial release covers checklist setup, chase automation, and a status dashboard for common 1040 and pass-through workflows.
$800-$2k/mo per firm
CloseCommand
Excel close checklists, email-based journal approval, and Slack-driven close coordination.
Version one ships checklist orchestration, JE variance flags, and a simple controller dashboard before deeper GL automation.
$1.5k-$3.5k/mo
BasisLedger
Partner basis spreadsheets and incomplete basis worksheets inside tax software.
First release handles manual K-1 entry, ordering-rule automation, and printable year-over-year basis schedules.
$150-$300/mo per entity
Donde se abre valor real.
Tax rule grounding agent
Tax advisory firms and in-house tax teams
Research on changing jurisdictions still lives in analyst inboxes, PDFs, and spreadsheet checklists that break every filing season.
A retrieval and evidence layer that turns policy changes into traceable answers, filing notes, and reviewer-ready audit trails.
Reconciliation control tower
Controllers and treasury operations leads
Finance teams still close books by reconciling exceptions across ERP, bank feeds, payment processors, and side spreadsheets.
A replayable exception console with approvals, threshold alerts, and operator workflows for quarter-end breakage.
Filing evidence automation
Tax technology vendors and enterprise finance teams
Every return, adjustment, and policy decision needs supporting evidence, but assembling it is still manual and slow.
Automatically package source calculations, approval history, and rule references into a filing-ready evidence bundle.
Cuerpos que marcan el oficio.
La ruta del sistema.
Superficie
Real-time reconciliation ledgers
Presión
Every calculation needs traceability back to source policy, filing rule, or transaction input.
Vigilancia
Finance teams are reconciling critical numbers in parallel spreadsheets after the system of record says it is done.
Prueba
A ledger or decision flow that can be replayed, explained, and audited without detective work.
Fuerzas que deforman el build.
Every calculation needs traceability back to source policy, filing rule, or transaction input.
Close windows and filing deadlines make operational resilience more important than feature count.
Controllers need workflow visibility, not just model output or dashboard summaries.
Integration work usually spans banks, ERP systems, custodians, and internal finance tooling.
Lo que suele romperse.
Finance teams are reconciling critical numbers in parallel spreadsheets after the system of record says it is done.
Regulatory or tax logic lives inside one engineer's head, one stored procedure, or a set of brittle jobs nobody wants to touch.
New jurisdictions or products create month-end chaos because every edge case becomes a manual exception.
Lo que queda después del proyecto.
A ledger or decision flow that can be replayed, explained, and audited without detective work.
Research and compliance workflows with explicit source grounding instead of undocumented operator folklore.
Operational tooling for controllers and analysts so exceptions are visible before they become quarter-end surprises.
Cómo entramos y salimos.
We are typically brought in when a finance or tax team has outgrown spreadsheet operations, inherited brittle back-office services, or needs agent-assisted research without losing the evidentiary trail.
The work is only finished when finance leadership can explain the output, replay the decisions, and survive diligence without a side channel of manual fixes.
Si este entorno operativo se parece al tuyo, podemos definir la primera tranche de trabajo, los controles y el ritmo de entrega.