AI Tax Automation for Accounting Firms
We built a centralised platform that orchestrates specialised AI agents and workflows for an accounting firm managing 80+ clients. Every recurring process — from reading F24 forms to verifying invoices — is handled by a dedicated agent that works autonomously and delivers the document to the accountant already validated, ready for final approval.
The problem
The challenges
before us.
F24 built manually, payment by payment
Each F24 required pulling the client's data, computing the amounts and filling in the form by hand.
VAT reconciliation that consumes deadline week
Every quarter, the same pattern: pull data from the ERP, reconcile movements, calculate totals, fill in the return.
CU and DM10: the same work, every year
CU and DM10 are structurally identical year after year. Extract data from the ERP, map fields, compile documents, submit. Pure repetition that takes hours and still leaves room for errors.
F24 built manually, payment by payment
Each F24 required pulling the client's data, computing the amounts and filling in the form by hand.
VAT reconciliation that consumes deadline week
Every quarter, the same pattern: pull data from the ERP, reconcile movements, calculate totals, fill in the return.
CU and DM10: the same work, every year
CU and DM10 are structurally identical year after year. Extract data from the ERP, map fields, compile documents, submit. Pure repetition that takes hours and still leaves room for errors.
The solution
What we
built.
The solution
What we built.
F24 automation with OCR and AdE transmission
Tax document generation
AI invoice verification and validation
Deadline calendar and alerts
OCR reads every F24, extracts all fields and generates the file for transmission to the Agenzia delle Entrate. Twelve automatic checks on tax codes, amounts and deadlines before the accountant sees the document.
Generates CU, DM10 and quarterly VAT reconciliations at every deadline. Also prepares documentation for the statutory audit board. Zero data entry: the accountant reviews and approves.
Dedicated agent: checks duplicates, validates VAT numbers, verifies supplier reliability and IBAN data. Every invoice validated in under 30 seconds, exceptions flagged for review.
Single deadline calendar for all clients, synced with MEF circulars. Automatic email and SMS reminders at –30 and –7 days. No missed deadlines.
F24 automation with OCR and AdE transmission
OCR reads every F24, extracts all fields and generates the file for transmission to the Agenzia delle Entrate. Twelve automatic checks on tax codes, amounts and deadlines before the accountant sees the document.
Next step
Want a similar result?
Start with a Pilot on your real process. We demonstrate feasibility before you scale.
Let's talk.
Write a question or click a chip...
Hi! I'm Rafiki's AI assistant. Ask me what we can automate in your industry, how our projects work, or how we can get started together.
Automated responses — for important decisions, book a call with the team.