(AI for Tax)

AI for tax compliance

AI Infinity builds and operates the AI layer of the tax function. Agents monitor compliance continuously, cross-check filings against the ledger, track regulatory changes and process large volumes of fiscal data to identify recoverable tax credits, with the tax team approving every adjustment and filing.

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Continuous compliance monitoring, filing cross-checks and tax credit recovery on your fiscal data.

(01) What tax teams tell us

Sound familiar?

We discover filing errors after the authorities do.
Tax rules change faster than our team can update processes.
We suspect we are leaving recoverable credits on the table.
We discover filing errors after the authorities do.
Tax rules change faster than our team can update processes.
We suspect we are leaving recoverable credits on the table.
We discover filing errors after the authorities do.
Tax rules change faster than our team can update processes.
We suspect we are leaving recoverable credits on the table.
Every filing deadline means days of manual cross-checking.
Tax data lives in the ERP, in spreadsheets and in documents that never match.
Every filing deadline means days of manual cross-checking.
Tax data lives in the ERP, in spreadsheets and in documents that never match.
Every filing deadline means days of manual cross-checking.
Tax data lives in the ERP, in spreadsheets and in documents that never match.

(02) In short

Key
takeaways

  1. 01

    AI Infinity's tax agents monitor compliance continuously instead of checking only at filing time.

  2. 02

    Filings are cross-checked against the general ledger and source documents before submission.

  3. 03

    Large volumes of fiscal data are processed to identify recoverable tax credits for review by the tax team.

(03)What the department runs

AI agents for
tax

Each capability is built on your data, integrated with your systems and operated by a dedicated AI Infinity squad.

  • 01

    Continuous compliance monitoring

    Agents check transactions and documents against current rules as they happen and flag inconsistencies long before the filing deadline.

  • 02

    Filing cross-checks

    E-invoicing data, VAT and sales tax returns and other statutory filings are reconciled against the general ledger and source documents before submission. For Brazilian operations, this includes obligations such as SPED.

  • 03

    Tax credit recovery

    Agents process large volumes of fiscal and government data to find recoverable credits and document each one for the tax team and advisors to validate.

  • 04

    Regulatory change tracking

    Agents follow changes in rules and rates and show which processes, products and filings each change affects.

  • 05

    Audit readiness

    Every check, adjustment and approval is logged, so the tax team can answer an inspection with a complete trail.

(04)Integrations

Runs on the systems
you already have

AI Infinity builds the AI layer on top of your current stack. No system replacement, no new platform for your team to learn.

All integrations
  • TOTVS
  • SAP S/4HANA
  • Sankhya
  • Senior
  • Oracle NetSuite

(05) Rollout

How it
goes live

Four phases. The first agents run in parallel with your team until their accuracy is proven.

Governance, segregated environments and audit trails apply from day one. Security model
  1. 01

    Mapping

    We map obligations, data sources and recurring errors, and rank use cases by exposure and recovery potential.

  2. 02

    First agents

    Filing cross-checks or credit screening go live first on a limited period, compared against your team's own review.

  3. 03

    Expansion

    Continuous monitoring and regulatory tracking join, connected to the ERP and document flows.

  4. 04

    Optimization

    The squad refines rules and models with each filing cycle and keeps them current as regulations change.

(06) FAQ

AI for Tax: common questions

01

How is AI used in tax compliance?

AI is used to monitor transactions against current rules continuously, cross-check filings against the ledger before submission, track regulatory changes and process large volumes of fiscal data to find recoverable credits. AI Infinity runs these agents on top of your ERP, and the tax team approves every adjustment.

02

Can AI find recoverable tax credits?

Yes. Agents can process years of fiscal and transaction data far faster than a manual review and flag potential credits with the supporting documents. Each opportunity is then validated by your tax team or advisors before any claim is made.

03

Does AI for tax work outside Brazil?

Yes. The approach applies to e-invoicing, VAT and sales tax returns and other statutory filings in any jurisdiction. The rules each agent checks are configured for the countries where your company files and validated with your tax team before going live.

04

Do we need to replace our ERP or tax software?

No. AI Infinity integrates with the systems already in place, such as SAP, TOTVS, Sankhya, Senior and Oracle NetSuite. Agents read and check the data where it lives, so the system of record stays the same and your team keeps its current filing tools.

Put AI to work
in tax

Book a strategy session. We review your current architecture, map the bottlenecks and outline where AI pays off first. The session is free and carries no commitment.

Book a strategy sessionDraft your department