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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

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