AI-assisted annual financial statement review & documentation
A tax advisory firm automates the validation of personnel provisions, revenue and inventory values through intelligent data matching across PDFs, lists and account statements. The notes to the financial statements are prepared in structured form as well — for maximum efficiency and a well-founded basis of argument in upcoming tax audits.
The challenge
For the annual financial statement, a tax advisory firm validates personnel provisions, revenue and inventory values across PDFs, spreadsheets and account statements. Matching those sources is manual work, eats days in peak season and still has to stay auditable at any time — and the client data must not leave the building.
How the stack solves it
Docling reads receipts, lists and account statements locally, Dify matches the values against accounts and prior-year figures and surfaces every deviation. The local language model assesses those deviations and drafts structured passages for the notes to the financial statements. The tax advisor reviews every item and decides — the AI does the what, the human decides the how. Not a byte leaves the local network.
How the components work together
The result
Validation runs in minutes instead of days, every check is documented and the notes are prepared in structured form — a well-founded basis of argument for upcoming tax audits, with data sovereignty staying entirely within the firm.
Something like this for your company?
Describe your case in the use-case finder, or talk to us about an implementation in the configurator.