Profession-specific primary-source research and specialized skills that produce cited answers, memos, checklists, worksheets, and traceable workpapers—ask normally or upload a file.
We’ll select the right profession and jurisdiction before answering.
Or jump straight to your workspace
Ask or attach a file. The assistant selects a skill, runs controlled logic, and returns sources, assumptions, exceptions, and downloadable files you can defend.
Describe the task normally and add a supported file when needed.
The assistant routes the task automatically, or you choose the skill.
Known logic runs the calculation, check, or workbook operation.
Inspect sources, assumptions, exceptions, trace details, and files.
Prepare a GST/HST workpaper and flag exceptions.
Those are flexible, general-purpose assistants. AIFormula is narrower by design: the professional context, source corpus, controlled skills, and review package are already built into the workflow.
It complements general AI when the work needs to be grounded, repeatable, and ready for professional review.
Prepare a GST/HST workpaper from this transaction export.
client_transactions.xlsx
A flexible blank canvas
A professional workflow built in
You assemble the instructions, source scope, and workflow for the task or workspace.
Market terminology, workflow modes, source scope, and the skill catalog are configured in advance.
Web access and citation behavior vary by product, mode, and the sources you provide.
Searches a curated primary-source corpus and shows inline citations plus the answer basis.
Broad capabilities; constraints and validation depend on how you configure the task.
Routes supported tasks to bounded first-party skills with known inputs and reviewable outputs.
Structure, assumptions, trace details, and file outputs depend on the prompt and tools used.
Returns assumptions, warnings, exceptions, mappings, row trace, and downloadable files.
Does not include a market-specific professional learning activity estimate.
In eligible markets, estimates substantive activity for your own records and review.
Start with the task, not the interface. AIFormula can research, inspect a file, run a specialized skill, or turn the result into a professional draft.
Run a controlled skill and receive assumptions, warnings, mappings, trace details, and downloads.
2 rows have unmapped product codes.
Ask anything in your profession. AIFormula selects the right workspace, then grounds the answer in primary sources or a controlled skill.
Ask your first questionA skill is a specialized workflow with known inputs and reviewable outputs. AI helps interpret the request; the skill keeps the execution bounded and inspectable.
Retrieves from a profession-specific corpus and grounds the answer in source passages.
Runs controlled first-party workflows for files, calculations, checks, and work products.
In eligible markets, AIFormula estimates the self-study research time represented by each substantive answer or completed skill result and totals it automatically.
Where enabled, signed-in users can see session, calendar-year, and all-time totals alongside their work.
Estimated and self-reported. Confirm eligibility and record qualifying time with your professional body. AIFormula does not award credits or issue professional development certificates for AI activity.
Research answers show where each claim came from. Skill results show what was calculated, what changed, and what still needs reviewer attention.
Does TOSI apply to dividends paid to my client's 22-year-old who works 15 hours a week in the family business?
TOSI generally applies to dividends paid from a private corporation to a related adult, but not to an excluded amount — including income from an excluded business the individual is actively engaged in on a regular, continuous, and substantial basis1. The Act deems that test met when the person works an average of 20 or more hours per week2. At 15 hours a week the child falls short of that bright line, so the dividend isn't automatically excluded — you'd need to support "actively engaged" on the specific facts1.
…the individual is deemed to be actively engaged on a regular, continuous and substantial basis … if the individual works … an average of at least 20 hours per week …
Every assistant has its own source corpus, terminology, and skills. The capabilities below reflect what is available in that market today.
Canadian CPAs
Cited Canadian tax, accounting, and audit research for CPAs, grounded in primary sources.
10 first-party skills · Sources include Income Tax Act, CRA folios, GST/HST (ETA).
Australian and New Zealand accounting professionals
Cited Australian and New Zealand tax, corporate reporting, accounting, and audit research for accountants.
7 first-party skills · Sources include Australian Government, ASIC, Inland Revenue.
US CPAs and accounting professionals
Cited U.S. federal tax, financial reporting, and audit research plus jurisdiction-neutral file skills for accountants and CPAs.
5 first-party skills · Sources include Treasury regulations, IRS publications, SEC rules.
Australian and New Zealand legal professionals
Cited Australian and New Zealand legal research for lawyers, grounded in Commonwealth and New Zealand legislation, conduct rules, and law society CPD guidance.
Sources include Commonwealth legislation, NZ legislation, Conduct rules.
Canadian lawyers and paralegals
Cited Canadian legal research for lawyers and paralegals, grounded in federal and Ontario statutes and court rules.
Sources include .
US professional engineers
Cited U.S. engineering practice research, regulatory screening, and calculation worksheets for professional engineers.
2 first-party skills · Sources include FHWA, FEMA, EPA.
Canadian professional engineers
Cited Canadian engineering licensure, ethics, and professional practice research for professional engineers, grounded in provincial acts, regulations, and Engineers Canada guidelines.
Sources include Provincial acts, Codes & standards, Regulator guidance.
City of Markham staff and Ontario municipal professionals
Cited Ontario municipal governance and City of Markham policy research for authorized City staff.
Sources include Municipal Act, AODA, MFIPPA.
US legal professionals
Cited U.S. legal research for attorneys, grounded in statutes, case law, and court rules.
Tell us your field and we'll let you know when its assistant is live.
The important distinction: this is not an open-ended action agent. It is grounded research plus a catalog of bounded, reviewable skills.
ChatGPT, Claude, and Gemini are flexible general-purpose assistants. AIFormula is configured for specific professions: it uses a curated primary-source corpus, can route supported requests into bounded first-party skills, packages outputs with review evidence, and—where available—estimates substantive professional learning activity. It is designed for professional workflows, not to replace every general AI use case.
AIFormula is a profession-specific AI workbench. It combines cited primary-source research with first-party skills that can inspect files, run controlled calculations, prepare workpapers, and draft professional documents for review.
A skill is a specialized workflow with known inputs and reviewable outputs—for example, reconciling bank data to the general ledger, preparing a GST/HST workpaper, or running an engineering calculation worksheet. Skills are built and controlled by LearnFormula; they are not arbitrary third-party plugins.
No. Ask normally or attach a supported file and the assistant can select an appropriate skill from your prompt and file profile. You can also choose a skill directly when you want a specific workflow.
AI can help route the request and explain the result, but supported calculations and workbook writes run through controlled server-side skill logic. The output records assumptions, warnings, mappings, and row-level trace details so a professional can review the work.
Eligible file skills accept up to two CSV or XLSX files, with limits of 10 MB, 50,000 rows, and 20 sheets per file. Uploads remain private to the authenticated user and market, are not added to the research corpus, and expire after 30 days.
In eligible markets, self-directed research may qualify depending on your professional body, role, relevance, and supporting evidence. The assistant suggests an activity time, then you confirm the time actually spent, choose your body's category, and record a learning outcome before anything enters your CPD log.
No. Each assistant has its own profession-specific source corpus, skill catalog, terminology, and professional-development rules. The market directory below shows which capabilities are available in each live assistant.
AIFormula is decision support, not a replacement for professional judgment. Verify cited sources, assumptions, calculations, and generated files before using them in advice, filings, designs, or decisions.