Transfer year-end figures into tax software
AI reads each client's trial balance, maps the accounts to your tax software, and enters the amounts. Staff check unclear mappings and mismatched totals.
- Runs on your own PCs and servers
- Use Azure OpenAI, Amazon Bedrock, Google Vertex AI, or an in-house model
- Its engine is Descarty's open-source Dagu (GPL-3.0)
The problem today
Clients use cloud accounting software and software installed on a PC, and some combinations can't be imported into the firm's tax software. At every year-end, staff read the trial balance, enter each account's amount into the financial statement and return screens of the tax software, and a second person checks the transcription.
The workflow in Kitewell
- Register each client's trial balance or financial statements (PDF, CSV, Excel) in a batch sheetAutomatic
- AI reads accounts and amounts and maps them to the tax software's itemsAI judgment
- Staff check mappings that differ from last year and accounts AI was unsure ofApproval
- Open the client in the tax software and enter each amountDesktop
- Match the totals after entry against the trial balance and save the screensAutomatic
- Staff review the entries and the list of mismatchesHuman task
What AI does
Reads accounts and amounts from trial balances and statements in varied formats. Maps account names, which differ from client to client, to the tax software's items, and explains any mapping that differs from last year.
Where people decide
Staff and tax accountants decide how accounts map, what tax adjustments to make, and what the return says.
Prove Kitewell on your own systems
Try it free for 14 days on your own PC. To see it working first, ask for a 30-minute demo. There is also a one-month onboarding (¥500,000 before tax), where we build your first job together.
What to check when you try this work
- Whether accounts and amounts can be read from each client's trial balance or statement format
- Which computer runs the tax software, and whether its screens can be operated reliably
- Which clients the tax software's import already covers, and which need this workflow
How the onboarding runs
- Week 1Requirements and success criteria
- Weeks 2 to 3Build
- Week 4Verify on production screens
- Final dayReport
One-month onboarding
- Length
- One month
- Cost
- ¥500,000 (tax excluded). Your staff build, with the developer beside them
- If you go on to a license
- The onboarding fee is credited to the first year's contract
- Without the onboarding
- At Team scale, start on Team monthly (¥14,800 per computer a month, tax excluded), and cancel in any month
You can try it first on your own PC, in the free 14-day trial.
Frequently asked questions
- If the tax software can import accounting data, is this needed?
- For accounting software it can import, that feature is the quicker route. This workflow covers clients whose accounting software it can't import, and clients whose financial statements exist only on paper or as PDFs.
- Do our documents and screens leave the company?
- Kitewell runs on your own PCs and servers, and Descarty never receives your business data. You choose the AI model: a cloud API, or an in-house or local model with an OpenAI-compatible API. With an in-house model, no data leaves the company. With a cloud model, what the AI reads is sent to the model's provider.
- What if the AI misreads something?
- A person checks what the AI produced before the work goes on. In a sheet, every value the AI reads shows the quote it came from, and rows below your confidence threshold go to a person. Reviewers can send work back with notes on what to fix, and who approved what is kept in the run history.
- What happens when a screen changes or a run stops?
- When a screen changes, the AI reads it again, relearns the step, and carries on. The relearned step is saved, and later runs repeat it. If a run still stops, ask the assistant right there, and it finds the cause and proposes a fix. A proposal is not saved until a person applies it.
- What happens to the RPA and systems we use today?
- Keep them. Kitewell operates screens the way a person does, so it works with systems that have no API. Move the robots that keep stopping and the work you gave up automating because it needs judgment, and leave fast, fixed processing in your current RPA.
- What does it cost?
- ¥14,800 per computer per month, or ¥148,000 per computer when paid yearly, before tax. A computer costs the same whether it builds or runs. You can try it free for 14 days. The one-month onboarding, where we build your first job together, is ¥500,000 before tax, credited to the first year if you go on.
Related use cases
Collect clients' monthly documents and remind them
Track each client's documents from incoming email. For clients still missing something, AI drafts a reminder naming it, and staff approve it.
Enter individual clients' tax return documents
AI reads withholding slips, deduction certificates, and medical receipts from individual clients and enters them into tax software. Staff check unclear items.
Check and enter year-end tax adjustment forms
AI reads employees' year-end adjustment forms and certificates, rechecks the deductions, and enters them into payroll software. Staff check differences.
See this work in a demo
A 30-minute demo shows this workflow running. The 14-day free trial lets you check it on your own systems.