AI for tax firms, accounting practices and finance departments
We multiply capacity per client without growing headcount: document intake, close and control, with a method that only scales if the pilot proves ROI.
Credibility from people who have lived the practice
Pol Fabregat (ex PwC Corporate Finance and founder of ValueTax&Lex Asesores) has advised corporations, family businesses and foundations for more than eighteen years.
Eduardo Giménez (ex PwC Tax & Legal and founder of ValueTax&Lex Asesores) has advised corporations, family businesses and foundations for more than eighteen years.
Raimon Lapuente (CTO, ex-Skyscanner and Macy’s) brings engineering at scale.
We do not sell generic AI: we redesign processes we know because we have run them—month-end close, reconciliation, workpapers, tax reporting and internal control.
Document intake and classification
The bottleneck is usually at the start: invoices, payrolls, statements and supporting documents arrive through different channels and inconsistent formats. We automate identification, typing and extraction so the team reviews exceptions instead of keying fields.
- Unified inbox from email, client portal or folder
- Classification by document type and client
- Extraction of tax IDs, bases, VAT, withholdings and references
Accounting close with less friction
Assisted journal entries, bank reconciliation and close reporting free hours in the last week of the month. The goal is not “more software”, but more operating capacity per person with an audit trail for review.
Continuous audit, not only sampling
Across the transaction history, agents flag anomalies, duplicates and deviations from firm or finance-department rules. Coverage can approach 100% of movements, with workpapers generated for human review.
A seven-phase method
Diagnosis, business case, pilot, validation, scale-up, operations and governance. The rule is explicit: if the pilot does not prove ROI, we do not scale. That protects the client’s budget and the project’s credibility.