Financial Due Diligence Prep for Estate Tax Specialists with GEMS
The Problem
Quality-of-earnings work for Estate & Gift Tax targets starts with 18 months of trial balances and a dozen schedules that need normalization before any adjustment can be proposed.
What We Build in GEMS
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. Purpose-built for teams running GEMS — uses the native API or agent integration so nothing leaves the system of record.
GEMS Integration Approach
Audit your GEMS configuration
We map the specific GEMS objects, custom fields, and workflows the automation needs to touch for your estate & gift tax practice.
Build on the GEMS API or agent
Integration happens inside GEMS — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in GEMS with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your GEMS instance
30-minute call. We'll look at your actual GEMS setup and show exactly how this workflow fits.