Tax Document Gathering for Manufacturing Controllers with Power BI
The Problem
Chasing Cost Accounting clients for 1099s, K-1s, brokerage statements, and receipts consumes the first three weeks of every filing season — and the slowest 10% of clients create 80% of the deadline risk.
What We Build in Power BI
AI monitors SAP S/4HANA and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return, and sends personalized nudges on a cadence — reducing document-gathering time by 65%. Purpose-built for teams running Power BI — uses the native API or agent integration so nothing leaves the system of record.
Power BI Integration Approach
Audit your Power BI configuration
We map the specific Power BI objects, custom fields, and workflows the automation needs to touch for your cost accounting practice.
Build on the Power BI API or agent
Integration happens inside Power BI — 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 Power BI with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Power BI instance
30-minute call. We'll look at your actual Power BI setup and show exactly how this workflow fits.