BizHub
FinTech partnership: AI Agent consulting on tax and financial health for SMBs.
Overview
BizHub is an AI Agent for tax consulting and financial health assessment, offering actionable recommendations and compliance guidelines.
Combines RAG on legal data with reasoning agents tailored to business situations.
The problem to solve
Small businesses struggle to access timely, compliant tax and financial advice.
How we approached it
- RAG over updated legal databases
- AI Agent reasoning on business situations
- Actionable recommendations and compliance guidelines
What the product does
Contextual tax consulting
Answers based on updated legal data, tailored to situations.
Financial health check
Analyzes numbers and suggests concrete actions.
Compliance guidance
Points out actions required for compliance, easy to apply.
Technical challenge
Problem
Tax consulting requires high accuracy and verifiable legal citations.
Solution
RAG anchored in verified legal data with citations; agents double-check before advising.
Results
- Fast, compliant tax advice
- Clear financial health assessments
- Reduced compliance risks
Highlights
- Tax consulting based on updated legal databases
- Financial health checks & actionable recommendations
- Clear, actionable compliance guidance
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