Every quarter-end, AI reads your reports and fills the proof returns, so your team verifies balances and chases exceptions instead of copying numbers cell by cell.
At each quarter-end, every payroll processor runs a stack of reports out of ACS and the IRS system, then hand-transposes the totals into the proof-return template, client by client, pay item by pay item, before a single 941 is filed. It runs eight to twelve hours per person, and it's where the costly discrepancies hide.
Your team exports the ACS and EFTPS reports in a single click and drops them in ShareFile, exactly as they do today.
A dedicated skill for each report reads the totals and fills the proof-return spreadsheet. No hand-transposing.
From that data it generates a 941 and checks it against the ACS-generated 941, client by client.
A clean report shows what balanced and flags what didn't, so 5 of 350 get a look, not all of them.
Your processors keep the judgment. When a client doesn't balance, they investigate the pay-item detail in ACS exactly as they do now. The automation just tells them where to look, and hands them a populated proof return to work from.
We walk the proof-return process with Adam end to end, every report, how pay items are coded, and exactly what makes a return balance.
Connect the automation to ShareFile and your exports, and build the population, 941, and comparison logic around how your team actually works.
Deliver it as a bundle of skills your team runs in Claude Code. Reports in, a populated proof return and a flag list out.
ACS has no open API today, so export and import stay a one-click human step by design, with no risky write-back into your system of record. An optional working session gets Adam and the team running the bundle themselves, so it's yours, not a black box.
Fixed price for the complete first project, mapped through deployed.
From the mapping session to a working, tested deployment, scheduled to be live before your Q3 close. AI usage runs on your account, billed at cost.
Why start here. This one workflow is a clean proof of concept: contained, high-value, and already well understood on your side. Once it's running, the same approach extends across your operation, from a company agent your team messages in Teams to custom applications. We scope that together, only if the first project earns it.