Case study Taxly · taxly.dev
Tax workflows that used to take days
now run overnight
We built an AI-driven tax workflow platform automated document intake, classification, and reporting that collapses weeks of manual work into hours.
The situation
Tax work is messy by default.
Tax workflows are notoriously messy. Teams were burning days on intake, classification, and reporting that should have been automated.
Taxly needed a system that understood the problem before a line of code then automated the overnight grind without breaking edge cases.
What we built
An accounting assistant that keeps moving
Intake, classification, and reporting connected into one workflow so tax teams stop babysitting the pipeline.
Ingest documents
Documents land in a structured intake path instead of inboxes and shared drives.
Classify automatically
AI-assisted classification reduces the manual sort that used to eat entire days.
Report overnight
Reporting runs on the processed pipeline so teams wake up to progress, not backlog.
Outcome
Days of work, compressed into hours
The audit call alone saved weeks of wrong direction. What used to take the team days now runs overnight, automatically.
Hours
Work that used to take weeks
AI
Intake + classification automation
Audit
Scope locked before build
Technology used
Automation that stays accountable
Document pipelines and AI classification stay reliable so accountants trust the output not fight it.
Document intake
Structured upload and processing pipeline
AI classification
Cuts manual sorting without losing control
Reporting
Overnight outputs the team can act on
In their words
What the client said
“Tax workflows are notoriously messy. Forgex understood the problem before writing a line of code the audit call alone saved us weeks of wrong direction. What used to take our team days now runs overnight, automatically.”
Automating a messy workflow?
We’ve done document-heavy systems before. Let’s map yours.
Start the conversation →forgex.systems