AIFormula

Skills

Deterministic workpaper skills for professionals

AIFormula pairs cited research with 14 deterministic skills that turn client files into reviewer-ready workpapers. No model does the math: the same inputs always produce the same outputs, and every figure traces back to source rows.

AI file profiling

1 CSV or XLSX

Understand any client CSV or XLSX in seconds — sheets, columns, and data-quality warnings before you rely on it.

Learn more

AI data cleanup

1 CSV or XLSX

Turn a messy export into a clean, review-ready workbook with every change logged.

Learn more

AI GST/HST review

1 transaction export (CSV/XLSX)

Estimate net GST/HST and flag exceptions from a transaction export.

Learn more

Australian GST BAS workpapers

1 Australian transaction export (CSV/XLSX)

Build a reviewable Australian GST summary for the core Simpler BAS labels.

Learn more

New Zealand GST return workpapers

1 New Zealand transaction export (CSV/XLSX)

Build a reviewable New Zealand GST return summary with 15% rate checks.

Learn more

AI duplicate scan

1 CSV or XLSX

Catch duplicate invoices, payments, and transactions before they reach the file.

Learn more

AI bank-to-GL reconciliation

Bank + GL exports (2 files)

Match bank activity to the GL and isolate unmatched items automatically.

Learn more

AI investment bookkeeping

1 broker export (CSV/XLSX)

Build ACB continuity, T1135 support, and journal entries from a broker export.

Learn more

AI corporate tax balance review

1 balances schedule (CSV/XLSX)

Roll forward GRIP, RDTOH, and CDA balances with review flags on every input.

Learn more

AI salary vs dividend planning

1 scenario-inputs file (CSV/XLSX)

Compare owner-manager salary and dividend scenarios on after-tax cash.

Learn more

AI safe income support

1 tax-history export (CSV/XLSX)

Reconcile safe income on hand to returns, retained earnings, and shareholders.

Learn more

AI formula and error explainer

1 CSV or XLSX

Explain any formula or spreadsheet error and get a safer alternative.

Learn more

AI compliance scoping

Structured project inputs

Screen OSHA PSM, EPA SWPPP, and SPCC applicability from structured project inputs.

Learn more

AI design calc worksheets

Structured design inputs

Run rational-method peak flow and Manning pipe checks from structured design inputs.

Learn more