PSTax – AI-Powered Tax Automation Platform (Austria-Based)
PSTax is an intelligent automation platform designed for Austrian tax consultants. It revolutionizes invoice handling by leveraging advanced AI to automate financial data extraction and tax categorization.
Clients can effortlessly upload invoices through a user-friendly client portal, streamlining the entire process from submission to accounting output. This automation saves time, reduces human error, and ensures financial accuracy.
Core Features
AI-Based Invoice Parsing
- Automatic detection of FiBu account allocations
- Precise calculation of Net & Gross amounts
- Smart categorization of Tax rates and types
Automated Client Portal
Clients can easily upload invoices via the portal. The system handles parsing, categorization, and reporting — all without manual intervention.
Onboarding & Client Lifecycle Management
- Prospect Meeting Scheduling: Built-in tools to manage and track prospective client meetings.
- KYC Conversion: Once a prospect is ready, PSTax automates the Know Your Customer (KYC) flow.
- Client Analysis: The system evaluates client data across various financial and engagement parameters to generate actionable insights.
Impact & Benefits
- 60% reduction in time spent on manual invoice processing
- Increased accuracy and compliance with Austria’s tax regulations
- Seamless handover from lead to full client onboarding
- A complete paperless workflow—from first contact to invoice booking