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AI Financial Audit and Tax Optimization

Technology · · Studio project · 2 days
AI Financial Audit and Tax Optimization

The brief

Small business paying HKD 50,000/year in tax because organizing receipts and finding deductions is tedious. Accountants missed the same things every year.

The work

AI agent did a full company audit in two days. Categorized every expense by IRD guidelines, matched receipts to transactions, identified deductions going back years. Self-hosted invoicing system integrated with automated tracking.

My role

Financial analysis, receipt organization, IRD categorization, Invoice Ninja setup

Outcome

HKD 50,000 saved in annual tax. Zero tax liability this year. Two days of work instead of a month of accountant back-and-forth.

An accountant charges you to do this slowly. An AI agent does it in two days and finds more deductions. Pick one.

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