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Case Study · Accountancy & Tax

R&D Tax Credit Evidence Engine & Audit Builder

AI agent matching project logs against HMRC CIRD criteria, reducing claim compilation overhead by 80% and tripling client capacity.

Primary Outcome

80% reduction in claim compilation overhead, increasing client capacity by 3x without hiring extra staff.

Background

The Challenge

Preparing complex R&D tax relief claims for HMRC required accountants to sift through thousands of client Jira tickets, Slack logs, and payroll spreadsheets to build qualifying evidence packages.


Engineering Solution

The Solution

Engineered an automated evidence collector and analysis agent that parses developer project logs to compile HMRC CIRD tax audit packages.

AI HMRC Analysis Agent

Ingests raw project management logs and financial reports, matching tasks against HMRC CIRD criteria to calculate eligible expenditure.

Tax Advisor Dashboard

Client-facing review dashboard where tax advisors review narrative reports and export formatted audit trails for HMRC submission.

Microservices Infrastructure

Hosted on AWS UK with containerized ECS microservices and automated CI/CD deployment pipelines.


Impact

Key Outcomes

80% reduction in claim compilation overhead.

Increased client capacity by 3x without hiring extra staff.

Automated matching of Jira/Slack logs to HMRC CIRD rules.

1-click formatted audit trail export for HMRC submissions.

Case Study Overview

Client Profile

ClientREGIONAL CHARTERED ACCOUNTANTS
IndustryAccountancy & Tax
CategoryApplied AI, LLMs & Agentic Systems

Technology Stack

AWS ECSDockerNext.jsPythonPostgreSQL
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