A shoebox of forms, and one typo from a bad return.
Getting figures off paper and into workpapers without retyping them at eleven at night.
Extract every figure from these forms into a table with its source. Check the totals and tell me what looks missing compared with last year.
Claudereads every figure off the forms
Codexchecks the sums against the totals
Geminicompares with last year and flags gaps
Client 0412, 2026 return
- Dividend income up 3x on last year. Ask client
- No statement received for the second savings account
- Totals agree with employer summary
In March the forms arrive in every shape there is. Scans, phone photos, a PDF of a PDF, an envelope. Each number has to be read, typed into a workpaper, checked against a total, and typed again somewhere else.
- Skilled staff spend peak season on data entry
- A missing form is noticed after the return is drafted
- Reviewers recheck figures they cannot trace
Try it yourself in Luminair
Six steps. No setup beyond the AI plan you already have.
- 1
Install Luminair and sign in
Download Luminair and open it. Go to Settings → Models → Add account and sign in with an AI plan you already pay for, like Claude, ChatGPT or Gemini.
- 2
Make a folder for this job
In the sidebar, choose New folder… and name it “Client 0412”. Then choose New session in this folder. Everything for this job stays together.
- 3
Bring the information in
You need: tax forms, bank statements and last year's return. Connect Zoho Books, Gmail and Airtable in Settings → Connectors, or export the files and drag them into the chat.
- 4
Ask for the result
Paste this into the session, or say it in your own words:
Extract every figure from these forms into a table with its source. Check the totals and tell me what looks missing compared with last year.
- 5
Get a second opinion
Pick a different model in the model picker and ask it to check the first answer:
Check each figure in this table against the form it came from. Which ones do not match?
- 6
Make it repeat
Open Flows → New and add the steps: Extract figures with their source → Check totals and list missing forms → Draft the changes since last year note. Choose when it runs, like every Monday at 09:00. Nothing is sent or changed until you approve it.
How it plays out
A folder per client
Open a folder for each client and drop in their forms, statements and last year's return. Everything for that client stays in that folder.
Pull the figures out
Ask for every figure in a table, with the form and box it came from. Then ask it to check the sums against the totals and to list any form you would expect but do not have.
Hand review a clear trail
A Flow drafts a "what changed since last year" note for each client. The reviewer opens Journal and sees each figure, where it came from, and what was questioned.
You stay in charge
Extraction from a blurry photo can be wrong. Every figure links back to its form so a person can confirm it, and your accountants own every number that is filed.
By the end of the season, Journal shows which questions came up again and again. That becomes next year's client checklist.
Sign in with the AI plan you already have and start with this job.