befree-itr-automation
Janvi shahthis is scope of work I need proper designs
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Audit Trail
Review all changes made to cases during processing and review. Every modification is logged with who made the change, when, and what changed.
| Field Name | Before Value | After Value | Details | |||
|---|---|---|---|---|---|---|
| CASE-2026-0142 | Status | Pending Review | Under Review | jane.smith@befree.comPreparer/Staff | 2026-09-01 14:32:18 | |
| CASE-2026-0142 | Assigned Staff | john.doe@befree.com | jane.smith@befree.com | admin@befree.comAdmin | 2026-09-01 13:15:47 | |
| CASE-2026-0142 | Notes | Dividend statements verified against source documents | jane.smith@befree.comPreparer/Staff | 2026-09-01 12:08:22 | ||
| CASE-2026-0142 | Extracted Amount | 45000 | 45250 | jane.smith@befree.comPreparer/Staff | 2026-09-01 11:42:05 |
AI-Driven Tax Workpaper Automation
An internal AI-assisted platform that converts client source documents into verified, structured ITR workpapers.
How It Works
Ingest
Client source documents are uploaded individually or as combined PDF decks, then automatically detected and split into logical document units.
Classify & Extract
AI-assisted classification and data extraction from source documents into verified, structured ITR workpapers, with the appropriate schema applied per document type.
Review & Verify
Extracted data is viewed side-by-side with source documents for verification, taxonomy categorization, and full traceability before sign-off.
Export
Approved cases generate structured workpapers, exportable as Excel, JSON, and CSV with source traceability preserved for every value.
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