Intercompany agreement extraction.
Pull parties, services, pricing methods and term from intercompany agreements into a table, each cited to its page. Flag agreements that are missing a pricing method or have expired.
Solutions · Tax
Every figure tied out. Every workpaper cited. Every conclusion yours.
Intercompany agreements, provision schedules, notices and law changes, read and assembled into the workpaper, with the source on every number.
Drafts for a tax professional to review. Athena does not give tax advice.
- Citations on every number
- Attribution on every edit
- Runs in your VPC
- SOC 2 Type II
- SharePoint
- Excel
- Outlook
The problem
The tie-out is the job. The judgment is the point.
Agreements sit in folders. Schedules sit in workbooks. The notice arrives as a PDF. Someone ties the figures out by hand, builds the workpaper, and keeps the evidence for the reviewer.
The law changes in the meantime, in a dozen jurisdictions, and the person who would notice is the person tying out the provision.
Assembly is not the tax work.
How it works
Pick one recurring tie-out. Intercompany agreements, the provision workpaper, or the notice inbox.
Connect what it needs. The ledger extract, the workpaper template, the agreement folder. Each user’s own permissions.
Turn it into an Athena Operating Procedure (AOP). Schedule, sources, template, and the steps that need a reviewer.
Review, do not redo. Every number cited to its source. Every change attributed and reversible.
Example workflow
Example workflow: intercompany agreement extraction
Put Athena To Work In Tax
Use cases
Provision tie-out.
Reconcile the provision workpaper to the trial balance and the return, list differences with the schedule, and draft the explanations for a preparer to review.
Tax law change tracker.
Legislative and agency sources checked on a schedule. A digest by jurisdiction with the source, effective date and affected entities.
Notice triage.
Classify incoming notices, extract the deadline and amount, and draft the acknowledgement, held for approval.
Workpaper assembly.
Pull supporting documents into a cited workpaper in your template, with the reviewer’s sign-offs recorded.
What customers say
“It's good to understand the capability of the platform. That how far, and how quickly you guys can get these things going [...] that has been impressive overall.”
“Lets us get a lot more out of our data than [...] We can sit on top of all of the data in [our data warehouse] as opposed to just, like, our little ingested, you know, three gigabytes semantic models. I think we have a lot of power here.”
“Gave Athena the spreadsheet, explained which column I was trying to figure out, and then ten secs it told me... exactly how the calculation was based on the other data.”
“He wrote the entire stuff. By itself. And I was there, and I was thinking, alright. If I had to write all this stuff, I mean, I would've spent days, days, days.”
“I send that to the programmer and he said, alright. I read your file. I copied the section of the code because he has the right interface, and it works. Wow. Just like magic.”
“One workspace. All different, let's say, avatars of their output data. Right? Suddenly, it's dashboard. Excel is here. PowerPoint is when it's all together. It's very impressive.”
“Use the Athena platform probably closer to the concept and how it was designed, like, with the spaces architecture where you've got a set of primitives and capabilities, and you bring together the right set of capabilities to solve a task.”
“Digital worker, it gets spun up, it gets given access to the toolkits that it needs. It gets given access to the data that it needs. Just exists for the period it needs to exist to perform the task. And then it gets torn back down again afterwards.”
“I like that direction, that concept of the agent is the agent. It becomes an entity in its own right with its own ownership and its own missioning, and you get rid of the gray area and the blurry lines.”
“It was PowerPoint... there was no kind of distinction between the two. So that was killer. And I literally had a meeting on it today, and people said how great it was.”
Verbatim from customer calls. Customers anonymized.
One platform, three ways to build
Agents for the question in the side panel: "which agreements have no pricing method?" Workflows (AOPs) for the recurring: the tie-out, the tracker, the notice inbox. Applications for the many: a workpaper review portal for the team and for outside advisers, with access included in Athena services.
How It Fits Your Stack
Integrations
Ledger and ERP extracts, SharePoint, Outlook, Excel and Word, and regulator and agency sources. Runs in our cloud or your VPC, on-prem or air-gapped. Zero data retention with every model provider.
What to plan for
Athena does not give tax advice and does not sign anything. A tax professional reviews every conclusion.
FAQ
Does Athena give tax advice?
No. It reads, ties out and drafts. A tax professional reviews every conclusion.
Where should we start?
With one recurring tie-out: intercompany agreements, the provision workpaper, or the notice inbox.
Can it work in our workpaper templates?
Yes. Outputs are built in your Excel and Word templates, with every edit attributed.
Can it run in our environment?
Yes. Managed cloud, your VPC, on-prem or air-gapped.
One platform underneath
AGS · Athena Governance System
Records every change by a person or an agent, rolls back one contributor's edits without losing anyone else's, and keeps the model, instructions, and sources behind each agent action.
Palladium · deployment
How the platform is deployed: Athena's managed cloud, your cloud on AWS, GCP, or Azure, on-prem, air-gapped, or GovCloud. Same platform in every option.
How it fits together
Build, Work, and Data on top; 150+ connectors and every surface in and out; one map of the whole platform.
Related
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Athena Library
Run this on a schedule
Ready-made tax briefs you can run on a schedule.
Start with one finished output.
Bring a recurring task, a sample input and an example of work you would accept.