Circle

Our Clients

Our customers say Excellent
Review Review Review Review Review
4.7 out of 5 based on   Google   reviews
AI-Powered Project Overview

Project Overview

TechAvidus has collaborated with KeeperTax, a pioneering SaaS company transforming tax filing for individuals and businesses. KeeperTax’s standout feature, Write-Off Detection, uses advanced technology to automatically identify tax-deductible expenses, making tax preparation seamless and accurate. By aligning with KeeperTax, TechAvidus reinforces its expertise in delivering intelligent solutions, akin to AI-Powered Transaction Monitoring Software, to simplify financial processes and enhance user efficiency.

Business Challenges

To develop an AI-Powered Transaction Monitoring Software solution, we have to address the following challenges.

  • Automate Tax Deduction Detection: Leverage AI-powered solutions to automatically identify tax-deductible expenses from users' transaction histories, eliminating the need for manual effort and ensuring greater accuracy.
  • User-Friendly AI Interface:Design an intuitive conversational AI tool capable of providing instant, accurate responses to user inquiries about spending habits and financial insights, enhancing the overall user experience.
  • Comprehensive Spending Insights: Deliver detailed analytics on users’ spending patterns with clear categorization, enabling them to understand their financial behaviors and associated tax liabilities more effectively.
AI-Powered business challenges

Our Solution

To address the challenges of automating tax deduction detection and providing valuable financial insights, we implemented an advanced, AI-driven solution with seamless integrations.

  • AI Model Development
  • We developed advanced machine learning algorithms to analyze transaction data and intelligently identify potential tax deductions, customized to user inputs and preferences.

  • User Query Interface
  • An AI-powered chatbot interface was designed using React.js, enabling users to ask questions about their spending and receive instant, accurate feedback.

AI-Powered Solution Image1
  • Spending Insights Dashboard
  • A comprehensive dashboard was created to provide users with detailed spending analytics, including:

    • Total expenditures over specified timeframes
    • Categorized expenses such as travel, utilities, and groceries
    • Estimated tax liability calculated based on spending patterns
  • Integration with KeeperTax Features
  • The AI module was seamlessly integrated with KeeperTax’s Write-Off Detection feature, enhancing the platform’s functionality by automating the identification of tax-deductible expenses and improving overall user experience.

  • Integration and Testing
  • The solution was fully integrated into KeeperTax’s existing system and underwent rigorous testing to ensure optimal accuracy, reliability, and performance.

AI-Powered Solution Image2

Technology Stack Overview

Azure Icon
Microsoft Azure OpenAI

Leveraged GPT-4 for conversational AI capabilities.

GPT Icon
React.js

Built an interactive and responsive user interface.

Asp .NET Icon
ASP.NET Core & C#

Developed robust backend functionalities.

Python Icon
OpenAI & Semantic Kernel

Enhanced natural language processing for accurate query responses.

MSSQL Icon
MSSQL

Ensured secure and efficient data storage and management.

The Result

As a result of implementing the AI-powered Transaction Monitoring module, TechAvidus achieved the following outcomes for KeeperTax:

  • Enhanced User Experience
  • The AI-powered module greatly boosted user engagement, providing KeeperTax customers with instant, actionable insights into their financial data.

  • Increased Efficiency
  • Automating tax deduction detection and generating detailed spending reports saved users valuable time and reduced manual effort.

  • Improved Tax Preparation
  • Personalized recommendations helped users prepare more accurate tax filings, potentially increasing tax savings.

TechAvidus successfully delivered an AI-Powered Transaction Monitoring Software for KeeperTax, revolutionizing the tax filing experience for users. By leveraging advanced technologies such as Microsoft Azure OpenAI and a robust tech stack, this solution empowered users to manage their finances efficiently, maximize tax deductions, and elevate their overall experience with KeeperTax.

AI-Powered Solution Result

What Our Clients are Saying

Ready to start your dream project? Let’s work together

Relevant Case Studies

Schedule A Free Expert Session

Get Recommendations, Custom Solutions, Developer’s Resume, or Estimations.

    User
    Email
    Phone
    Coding
    Description

    Our team is handy to answer any questions you may have. 

    Keshu
    Keshu
    Hiren
    Pankaj
    Niraj
    Niraj
    Tushar
    Tushar
    Mansi
    Viral
    Expert

    100+

    In house expert

    Review

    250+

    Positive Reviews

    Rating

    300+

    Project Delivered

    Trophy

    92%

    client Satisfaction

    All Rights Reserved. Copyright © 2025 | TechAvidus