Skip to main content

Transaction receipts & year-end tax package

The same chain, with the same identity and consent primitives, ingests financial events: card transactions, ACH transfers, receipts, invoices, 1099 events, charitable contributions, and mileage logs.

An AI-CPA agent turns that running record into a year-end tax package, and an AI-actuary agent produces forward projections. Because every entry is signed and content-addressed, the package is backed by source documents rather than reconstructed from memory at filing time.

You stay in control of what the agents can read through the same consent model used for medical records.