Case studies

Selected work, written up honestly.

Client work first, then the tools we built for ourselves. Each case ends at what was handed over. Client names are withheld unless we have permission.

Client work

Fixed deliverables, owned by the client at handover

Pillar Two & reporting · Oracle HFM

Pillar Two and global tax reporting built into HFM

Problem. An international private-banking and asset-management group ran its tax reporting through Oracle HFM, with no structured way to compute and report its Pillar Two position.

What we did. Led the Pillar Two implementation and redesigned tax reporting inside HFM. Built the GloBE data model on the existing consolidation data, added the Transitional CbCR Safe Harbour tests and put controls in place so tax numbers reconciled without re-keying.

Result. Pillar Two and routine tax reporting from the same platform finance already trusted, with an audit trail on every adjusting entry.

Direct tax & Pillar Two · Tax engine

One tax engine for reporting and Pillar Two

Problem. A global branded-products group needed its direct tax reporting and provisioning out of spreadsheets and then Pillar Two in the same place rather than in a separate model.

What we did. Implemented reporting and provisioning in a dedicated tax engine, mapping the group's hierarchy and data feeds into it. Then built a Pillar Two add-on in the same engine, drawing on the data already there.

Result. One engine for routine reporting and Pillar Two, with GloBE numbers sourced from the same data as the provision, not reconciled to it afterwards.

Tax reporting · OneStream

OneStream as the single source for global tax reporting

Problem. A large, listed global technology and internet group needed tax reporting off manual consolidation roll-ups and onto a platform that would scale and stand up to audit.

What we did. Delivered a full OneStream tax implementation: the tax data model, calculation and reporting workflows and the connection to the group's consolidation.

Result. One automated platform for provisioning and reporting, with tax numbers flowing from a single source instead of being rebuilt each period.

Indirect tax & AI · Azure

A VAT engine that flags its own errors

Problem. A high-volume business ran VAT-relevant transactions across a complex SAP and Oracle estate. Even a small error rate meant many errors and manual review could not keep up.

What we did. Built and implemented a custom VAT engine on Azure, integrated with the ERP estate, with machine learning to pick up likely errors before filing. Added the VAT workflows (CBS, VIES, ICL) and handled the effect of the Oracle Fusion migration on VAT determination.

Result. The tax team spent its review time on the transactions the model flagged, rather than sampling blind.

Our own tools

Software we built because we could not buy it

Free for in-house tax teams. An advisory firm licensing a tool for its own fee-earners is quoted a subscription in writing. More on the Software page.

Research · 2025

TaxLex: tax-law research with citations

Problem. Legal research tools cover one or two jurisdictions well. General AI assistants invent law and cite paragraphs that do not exist.

What we built. A retrieval platform over statutes, regulations, guidance and case law in 25 jurisdictions, refreshed weekly, with every answer grounded in source text and a citation you can check.

Result. Over 1.5 million indexed paragraphs of primary tax law. The model retrieves; the practitioner signs.

Workflow · 2025

TaxTrack: where every tax cycle stands

Problem. Recurring VAT, withholding tax and CIT cycles lived in spreadsheets and inboxes. Nobody could see where a cycle was stuck and audit trails were rebuilt after the fact.

What we built. A workflow manager with a template builder, dashboards by entity, country, period and owner and assessment notices read straight into the workflow. Deadlines flow in from TaxLex.

Result. 21 audit-event types catalogued and every tenant partitioned separately.

Documents · 2026

TaxTag: tax documents in one pass

Problem. Producing compliance documents in bulk took senior time on copy and paste and existing software needed months of configuration first.

What we built. A template engine that turns one tagged Word file and one dataset into every finished document, as Word and PDF. Where a template is not tagged yet, an AI pass proposes the tags and the practitioner confirms them.

Result. The first ready-made template covers the Dutch transfer pricing local file.

Mapping · 2026

TaxMap: one account mapping for every process

Problem. The same ledger accounts were mapped by hand four times, for the VAT return, the CIT computation, GloBE data and statutory reporting and all four were rebuilt whenever the chart of accounts changed.

What we built. One mapping from source accounts to the treatment each process needs, reused across direct tax, VAT and Pillar Two. TaxMap does not determine your tax position.

Result. A single current structure for every downstream process to work from.

Most of our work is under non-disclosure.

We are happy to talk through what we have done, in confidence.

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