befree-itr-automation
Janvi shahthis is scope of work I need proper designs
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Step 1: Case Setup
Create the case record
Client details entered below open this case at document ingestion. The portal then moves source files through classification, extraction and structured review before workpaper handoff.
- 01Create CaseRecord client identity and financial year.
- 02Upload DocumentsIngest source files or combined PDF decks.
- 03Extract & ReviewVerify extracted data and map to workpapers.
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.
Ready to Process Your Next Case?
This internal staff portal requires an authorized Befree account.
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