FinTech
Tax Advisor
Advisory workflows that scale
Tax advisory tooling that turns unstructured inputs into guided recommendations and cleaner handoffs.
Problem
Advisory work stalled on unstructured inputs: documents, notes, and tribal knowledge that never became a repeatable path.
Approach
We structured intake, guided recommendations, and cleaner handoffs so AI assists judgment without replacing accountability.
Outcome
An advisory workflow model that scales expertise—demonstrating Lumenyl’s bias toward systems-of-record AI over chat theatre.