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AI for Finance

Tax Reporting & Filing

Ask anyone who prepares returns where the time goes and it is not the technical questions. It is pulling twelve months of transactions, working out which jurisdiction each one touched, chasing the classification of the odd ones, and rebuilding the same schedules from scratch because last year’s file has drifted from this year’s data. The interesting questions get about ten percent of the hours.

A Skynet agent takes the ninety percent. It pulls the data from your connected systems, applies the classifications you have used before, drafts the schedules, and hands your tax professional a clearly marked list of the items that need a real determination.

How it works

step 01

Pull the underlying data

Connect the ledger and the systems around it. The agent gathers the transactions relevant to the return in question, across the period and the entities involved, without anyone exporting anything.

step 02

Classify by prior treatment

Using your previous filings as the reference, the agent applies the classifications you have used before to transactions that clearly match them. Consistency with your own history is the standard, not a rule the agent invented.

step 03

Isolate the judgment calls

Anything ambiguous — a new transaction type, an item that spans jurisdictions, a treatment that changed — is pulled out of the automated path and put on a list for a human. The agent does not guess at a tax position.

step 04

Draft, then hand to a professional

The agent produces the draft schedules with every figure traced to its source. A qualified tax professional reviews the work, decides the open items, and files. The agent does not file and does not sign anything.

Build it from a prompt

Describe the return and the boundaries.

The advisor opens a draft with the data already assembled and the questions already isolated. That is a better use of an expensive hour than transaction classification, and it means the ambiguous items get discussed properly instead of being resolved at speed the night before a deadline.

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