AI Tax & Accounting Assistant (Chatbot)
A secure assistant that answers tax and compliance questions using your documents and approved sources.
The problem
Teams and clients ask repetitive questions about due dates, documents and procedures.
How it works
- Knowledge base from approved sources
- Retrieval-based answers with citations
- Escalation to experts
- WhatsApp / web channels
What you gain
- Instant answers to routine queries
- Experts focus on complex cases
- Consistent guidance
Technology
- LLMs with retrieval (RAG)
- Guardrails and logging
- WhatsApp / web integration
Controls and security
Human-in-the-loop review, audit trails, role-based access and confidentiality agreements are standard. AI output is verified before it affects tax or accounting records. Accuracy is validated on your own documents during a pilot.
GstMan × Apskaita × Awi Digital
GstMan brings tax and accounting depth, Apskaita Solutions brings global accounting operations, and Awi Digital builds the software.
Frequently asked questions
How long does it take to start ai tax & accounting assistant (chatbot)?
After a short scoping call we agree a pilot on a sample of your data. Timelines depend on integrations and volume.
Is my financial data safe?
We use access controls, encryption in transit, NDAs and audit logs, and can work within your cloud or accounting tools.
Can this connect to my accounting software?
Yes: Tally, Zoho Books, QuickBooks, Xero and custom systems via APIs or exports.
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