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Forward Looking Financial Actuarial Module
IFRS17 & Solvency2 Module
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Life & Health Module
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Structural Risk Analyst Module
Tax Specialist Module
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Finance

Finance

Tax Advisor Agent

An AI-powered tax advisor that provides comprehensive tax guidance for banking and insurance companies. Analyzes tax implications of business decisions, identifies tax-saving opportunities, and ensures compliance with current tax regulations and laws.

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Purpose

An AI-powered tax advisor that provides comprehensive tax guidance for banking and insurance companies. Analyzes tax implications of business decisions, identifies tax-saving opportunities, and ensures compliance with current tax regulations and laws.

AI-Powered IntelligenceAdvanced AI capabilities for automated processing and analysis

Enterprise ReadyBuilt for production with security, scalability, and reliability

Seamless IntegrationEasy to integrate with your existing systems and workflows

Agent Capabilities

This agent is equipped with the following advanced capabilities:

Knowledge Base

Vector search & retrieval

Knowledge (PgVector)

Available Tools

Reasoning Tools

ReasoningTools from agno framework

Calculator

CalculatorTools from agno framework

Websearch

DuckDuckGoTools is a convenience wrapper around WebSearchTools with the backend defaulting to "duckduckgo". Args: enable_search (bool): Enable web search function. enable_news (bool): Enable news search function. modifier (Optional[str]): A modifier to be prepended to search queries. fixed_max_results (Optional[int]): A fixed number of maximum results. proxy (Optional[str]): Proxy to be used for requests. timeout (Optional[int]): The maximum number of seconds to wait for a response. verify_ssl (bool): Whether to verify SSL certificates. timelimit (Optional[str]): Time limit for search results. Valid values: "d" (day), "w" (week), "m" (month), "y" (year). region (Optional[str]): Region for search results (e.g., "us-en", "uk-en", "ru-ru"). backend (Optional[str]): Backend to use for searching (e.g., "api", "html", "lite"). Defaults to "duckduckgo".

Required Inputs

Generated Outputs

Business Value

Automated processing reduces manual effort and improves accuracy

Consistent validation logic ensures compliance and audit readiness

Early detection of issues minimizes downstream risks and costs

Graph

Tax Advisor Agent preview

Pricing

Get in touch for a tailored pricing

Contact us to discuss your specific needs and requirements and get a personalized plan.

Custom Deployment

Tailored to your organization's specific workflows and requirements.

Enterprise Support

Dedicated support team and onboarding assistance.

Continuous Updates

Regular updates and improvements based on latest AI advancements.

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For enterprise deployments.

Custom

one time payment

plus local taxes

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Tailored solutionsCustom pricing based on your organization's size and usage requirements.

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