Every partner contract read once. Every split calculated the same way.

A large accounting services platform managing R&D tax credit studies and tax partner billing ran two workflows entirely by hand. R&D revenue required subtracting a $1,000 deposit from the final study value, splitting the remainder 50/50 with the R&D partner, and posting an RMDP entry every month. Tax partner billing had no standardized format at all: each partner's contract had different milestones, percentage splits, and completion criteria, calculated in its own spreadsheet.

"It leads to errors and it's not the most efficient process. It's all done manually in Excel."

• Reads DocuSign contracts automatically, extracting milestones and percentages regardless of format
• Calculates R&D splits programmatically, subtracting the deposit and applying the 50/50 split
• Generates RMDP entries on schedule with no manual batch process
• Routes tax one-offs through a structured, tracked channel instead of ad hoc email
• Generates QuickBooks Online journal entries and invoices as structured import files, daily if needed
• Keeps a complete audit trail of what was calculated, when, and why

One contract, one calculation method, applied the same way no matter which partner or which format the contract came in. That consistency is what an auditor is actually checking for.