In production250K-member electric cooperative Confidential system, demo on request

Tax Compliance Automation

Two weeks of manual compliance work became two clicks and under 5 minutes.

Regulatory tax compliance reporting that took the compliance team two weeks is now a two-click run that finishes in under 5 minutes.

Tax Compliance Automation screenshot

2 weeks of manual work → under 5 minutes, two clicks

Team of one· Solo engineer

No team, no agency, no hand-offs. I owned this project end to end:

  • Requirements
  • Architecture
  • Backend & APIs
  • Database
Stack
Process AutomationPDF GenerationComplianceMS SQL Server

Where AI does the work: Automation replaces the manual data pull and report building end to end.

What was broken, and what fixed it

  1. Problem: Building the regulated reports took two weeks of manual work every cycle.

    Fix: A two-click run pulls the figures from MS SQL Server and generates the regulated PDFs in under 5 minutes.

  2. Problem: Copying figures by hand into the reports risked errors in the filings.

    Fix: No one retypes a number. The data pull is read-only, and the same data always produces the same report, so a filing can be regenerated on demand.

Approach

  • Pull the figures straight from the billing database so no one retypes a number.
  • Generate the regulated PDFs directly, so the output is the filing.

What I built

  • Two-click run that pulls the data from MS SQL Server
  • Automatic generation of the regulated PDF reports
  • No manual transcription step anywhere in the process

Architecture

Logic & APIs

  • Process Automation
  • PDF Generation
  • Compliance

Data

  • MS SQL Server
  1. 1
    SQL Server

    The run reads the source figures directly from MS SQL Server.

  2. 2
    PDF pipeline

    A generation step turns those figures into the regulated PDF reports.

  3. 3

    Staff start the whole process with two clicks; no figure is copied by hand in between.

Engineering

  • Removing manual transcription removes the main source of filing errors.
  • The data pull is read-only, so producing a report cannot change the billing records.
  • The same run produces the same report from the same data, so a filing can be regenerated on demand.

Outcome

  • 2 weeks of manual work → under 5 minutes, two clicks.