82% of accountants want AI. Only 25% are doing anything about it.

Problem

Complex tax documents like K-1s and partnership compliance packages required extensive manual processing. Time-intensive, error-prone, and hard to scale during tax season.

Solution

Partnered with Additive (Nov 2024) to deploy their GenAI platform for automated processing of complex tax documents, streamlining collaboration between tax professionals.

Problem

Audit risk assessment and tax research consuming disproportionate staff time. Clients needed faster access to preliminary insights before advisory meetings.

Solution

Integrated MindBridge AI for audit risk assessment, Ask Blue J for tax research, and launched a custom GPT ("The Generations Advisor") in Dec 2024 for client self-service exploration of financial questions.

Problem

Manual vertical analysis of income statements is slow, variable, and doesn't scale. GPT alone helped but still required significant human intervention.

Solution

AI agent combining GPT with no-code automation tools. 150 experimental analyses conducted comparing manual, GPT-only, and AI agent approaches using Design Science Research methodology.

Problem

Accounts payable processing drowning the team. Manual data entry, transaction reconciliation, and invoice processing consuming most of the staff's day.

Solution

AI-powered accounts payable processing deployed to automate invoice reading, data extraction, validation, and reconciliation.

Problem

Needed proprietary AI technology to maintain competitive edge and offer differentiated services at scale. Off-the-shelf tools weren't enough.

Solution

Acquired UK-based tech firm Engine B to build their own AI technology stack. CEO Jen Leary positioned the move as "becoming a force for positively disrupting the profession."