Finance & Taxes AI System

In development: a research system for document intelligence, bookkeeping assistance, reconciliation and source-backed tax research, with deterministic calculations and professional review. Scope and launch details will be announced as the build matures.

Python, Pydantic, TypeScript, Next.js, LangGraph, OCR, RAG, PostgreSQL, pgvector, Decimal arithmetic, Versioned rules, Workflows, KMS, OpenTelemetry

In development — announcement to follow. A research and engineering track for finance teams and accounting professionals. No tax filing or autonomous financial execution is offered by this Lab.

From documents to traceable decisions

The planned workflow extracts document data, checks it against ledgers, highlights reconciliation differences and prepares source-backed research for review. AI assists with interpretation; calculations and accounting rules remain deterministic.

Planned technologies

Interfaces and services: TypeScript, Next.js, Python and Pydantic for validated contracts.
Document intelligence: OCR, layout-aware parsing, structured extraction, confidence checks and evidence references.
Agent workflows: LangGraph, retrieval-augmented generation, MCP integrations and human review checkpoints.
Financial data: PostgreSQL, pgvector, decimal arithmetic, reconciliation rules and append-only audit events.
Tax research: jurisdiction-aware, versioned rule sets with effective dates and links to official sources; professional approval remains necessary.
Operations: durable Workflows, idempotent jobs, role-scoped access, KMS-backed secrets, OpenTelemetry, evaluation datasets and document-level access controls.

Build priorities

Extraction accuracy, explainable calculations, tenant isolation, evidence provenance and predictable review flows. Technologies and supported jurisdictions will be confirmed as the implementation develops.

Discuss a finance workflow or start a project brief.