Tax planning for mid-size accounting firms is complex, time-intensive, and often bogged down by manual data entry. FortunAI envisioned a solution that would embed intelligence into the process—streamlining workflows, ensuring compliance, and unlocking new revenue opportunities for tax professionals.
The Challenge
Before the transformation, tax planning workflows were hampered by:
- Extensive manual data entry and analysis
- Complex tax structures requiring deep expertise to navigate federal and state laws
- Limited automation leading to slow strategy development
- Data integration difficulties with QuickBooks and Xero
- Outdated, clunky user interfaces that slowed adoption
The Solution
Valere partnered with FortunAI to create an AI-driven automation platform that integrates seamlessly into tax professionals’ existing processes. The platform automates financial data imports, performs advanced calculations in minutes, and surfaces actionable tax strategies through a clean, intuitive interface.
Key capabilities include:
- AI-powered workflow automation to reduce manual effort
- Real-time integrations with QuickBooks and Xero
- Optimized tax strategies tailored to client profiles
- Modernized UX/UI to drive engagement and adoption
KPIs & Metrics
- $475,000 ARR achieved within 12 months
- 60% reduction in manual tax planning time
- 70% increase in user engagement from improved UI
- Steady onboarding pipeline of mid-size accounting firms
- Successful integrations processing 9,000+ transactions monthly from QuickBooks and Xero
Impact
With automation at its core, FortunAI redefined how mid-size accounting firms approach tax planning. The result was faster, more accurate strategies, happier clients, and significant new revenue—all without adding headcount.
