AI-enabled workflow automation tooling marketed as a digital workforce for professional operations
Distribution-first: targets professionals as operators, not consumers, aligning to trusted advisor channel adoption. Data moat: automation improves as it processes more structured accounting artifacts. Institutional credibility aligns with compliance/ops enablement.
Automate evidence capture, labeling, and audit trail packaging for BTC-related transactions. Standardize cost basis data ingestion workflows to feed tax return and reporting packs.