All case studies
agileful Client

Tax Advisory / Textraction / BBTax

Web app and OCR/Textract solution for tax and accounting workflows, automating document classification, invoice extraction, and structured reporting.

Complexity
High
Automation depth
Deep
Engagement
agileful Client

The challenge

Operational teams were stuck managing repetitive, error-prone work across disconnected tools.

Our approach

  • Mapped the end-to-end workflow with the client team and identified the highest-leverage automation points.
  • Built around OCR / Textract, Document Pipeline, Regulated Industry with production-grade integrations.
  • Shipped iteratively with the client, measuring impact at every milestone.

Outcome

Deep automation across the workflow — manual steps largely eliminated, with a measurable lift in throughput and accuracy.

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