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.

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.

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.

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Technology Stack Overview

Microsoft Azure OpenAI

Leveraged GPT-4 for conversational AI capabilities.

React.js

Built an interactive and responsive user interface.

ASP.NET Core & C#

Developed robust backend functionalities.

OpenAI & Semantic Kernel

Enhanced natural language processing for accurate query responses.

MSSQL

Ensured secure and efficient data storage and management.

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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.

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What Our Clients are Saying

I worked with TechAvidus for over 2 years. The team is incredible. They are very responsive, responsible, dedicated, and capable. I strongly recommend the team for any project, however complex.

Alexander Z Stanley

Business Development Manager

TechAvidus successfully delivered a user-friendly website, meeting the client's expectations. Their cost-efficiency, extensive experience, teamwork, timely delivery, excellent quality, sheer patience, and thoughtful attitude were hallmarks of their work.

Ralf Zieger

TechAvidus successfully completed the survey and dashboard with the requested requirements. The team was easy to work with, communicated effectively through weekly calls, and overcame language barriers. Their quality of work, professionalism, timely delivery, and budget-consciousness stood out.

Tamar Daniel

CMO

Keshu, Bhavesh and their team are outstanding. Not only were they able to build a very sophisticated and customized portal for our thousands of customers, but they did so with skill, efficiency, professionalism, and offered wonderful suggestions and recommendations along they way. Even more impressive, they were able to do all of this in spite of the convoluted direction we provided them with.

We've since expanded our relationship with them to cover many additional web development jobs. Choosing to work with TechAvidus was one of the best decisions we've made in recent years. We recommend them unconditionally.

Rob Price

President, Gatekeeper Press

"The vendor did an outstanding job. They paid attention to every detail of project scope and made prompt corrections when needed. I would definitely work with them again."

Jason Lorenti

Digital Development Manager at Evolved Office LLC

"TechAvidus transformed my social media presence! Their expertise in social media marketing & management propelled my business to new heights. The team's strategy, content creation, and engagement techniques were exceptional."

King Netsol Private Limited

Pintu Patel

"TechAvidus really helped us with our social media marketing! They made our services more popular online. They ran great campaigns that made our business grow a lot. We're so grateful for their help and hard work!"

Maurya Health Care

Dharra Trivedi

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