AI Automation for Accounting & Tax

We are seeking a skilled freelancer to develop AI automation workflows for our Australian accounting and tax preparation services. The ideal candidate will have experience in building similar workflows in the finance sector. We are looking to automate large parts of our annual accounting and tax process including: - Workpaper setup - Data import - Data matching and verification - Query preparation - Tax preparation - Reporting. The project involves creating automated processes to enhance efficiency and accuracy in our operations. If you have a passion for innovation and a keen eye for detail, we would love to hear from you! This could be an ongoing role if the the value being created justifies ongoing investment. IMPORTANT EDIT! A lot of candidated have kindly offered solutions around obtaining information from clients and solutions that are more bookkeeping first. It is important that this workflow is focued on the processing side not on data collection. For further context, our current tech stack is as follows: - Ignition for client engagements - Karbon for workflow management and client communication - Xero ledgers for EOFY reporting (not all clients are on Xero live files) - Excel workpapers and Xero workpapers - Xero Practive Manager (XPM) for tax lodgments