Thousands of audit workpapers assembled by hand. Tax return packages across hundreds of clients in parallel. Multi-entity compliance documentation that spans AICPA, PCAOB, SEC, and state board requirements. DxLogic builds AI workflows that automate the operational overhead at enterprise scale — so your partners and senior staff focus on advisory and client strategy, not document assembly.
Book Your AI Assessment →Purpose-built automation for Top 100 firms, regional practices, and multi-office audit & tax operations.
AI assembles workpaper packages from trial balances, confirmations, supporting schedules, and source documents across multi-entity engagements. Cross-references between sections, enforces PCAOB documentation standards, identifies gaps, and formats to firm methodology — across hundreds of concurrent audit engagements.
AI extracts data from K-1s, 1099s, W-2s, brokerage statements, and client-provided documents across hundreds of returns simultaneously. Pre-fills return fields, maps multi-entity structures, flags discrepancies against prior year, and routes to reviewer queues. Your preparers review pre-populated returns instead of typing from PDFs.
AI generates engagement letters tailored to service scope, entity type, and regulatory requirements. Sends document request lists per client profile, tracks incoming documents across your entire client base, and follows up on missing items automatically. New engagements go from signed letter to ready-for-work without manual chasing.
AI monitors AICPA quality management standards, PCAOB inspection requirements, SEC reporting changes, state board of accountancy rules, and IRS code updates. Maps regulatory changes to affected engagements and clients. Peer review preparation that took weeks happens in days — with every control cross-referenced and documented.
AI consolidates data from client accounting systems, bank feeds, and trial balances into formatted financial statements, management reports, and board-ready packages. Handles multi-entity consolidations, intercompany eliminations, and footnote drafting. Monthly reporting packages generated automatically across your entire client portfolio.
AI tracks engagement status, WIP, realization rates, and billing across every partner, office, and service line. Flags engagements exceeding budget, identifies unbilled time, and generates invoices aligned to engagement terms. Real-time visibility into firm economics — not month-end surprises.
How enterprise accounting firms eliminated operational bottlenecks and saw measurable ROI.
If any of these describe your organization, we built this for you.
Multiple offices, thousands of engagements, multi-jurisdiction compliance. AI unifies the operational data flowing between tax, audit, advisory, and practice management — giving managing partners real-time visibility across every service line and office.
Workpaper assembly, evidence gathering, and PCAOB documentation consuming your senior associates. AI compiles, cross-references, and validates so your audit teams focus on professional judgment and substantive testing, not document hunting.
Hundreds of returns processed simultaneously across multiple entity types. Multi-state filings, complex K-1 structures, and SEC reporting requirements. AI handles the volume and complexity so your tax professionals deliver strategy, not data entry.
Book a free 30-minute AI Assessment. We’ll map your highest-volume workflows, identify where engagement overhead is costing you millions in lost capacity, and show you the 3 workflows with the highest ROI.
First workflow live in 60 days. Cancel the retainer with 30 days notice. No lock-in.