Document interpretation
AI-assisted reading and extraction to turn documents with different layouts into data that can be checked.
Our own product · In development
FiscalPilot
Less manual work. More control over your tax information.
FiscalPilot is being developed to simplify invoice and document management through automation, artificial intelligence and validation processes tailored to the tax needs of self-employed people and businesses in Spain.
A platform designed to turn scattered documents into structured, reviewable information useful for tax management.
Platform in development
From document to review
Product visionIncoming documents
Invoices and supporting documents
Extracted information
Counterparty · Date · Tax details
Suggested classification
Income, expenses and VAT context
Pending review
Check data and resolve exceptions
Tax overview
Validated information to prepare the next step
The starting point
Tax information starts long before a return is filed.
Invoices in different folders, varied formats and incomplete data lead to repeated organization and review work. Storing a file is not enough to understand its contents or what still needs checking.
- Bring scattered documents together and avoid entering the same data again.
- Identify transactions and review amounts, VAT and inconsistent information.
- Distinguish outstanding documentation from information ready for tax review.
The project
From your documents to structured tax information.
This workflow guides FiscalPilot's development: combining automation and review, from document intake to tax information preparation.
Import documents
Document processing work covers invoices and supporting documents in PDF and structured formats such as Facturae/XML. Compatibility is validated by format and use case; universal support is not assumed.
Extract relevant information
AI-assisted reading aims to identify suppliers or customers, tax identifiers, dates, amounts and VAT details. Results may contain errors and need checking.
Classify and validate
Development covers income and expense suggestions, VAT categories and exceptions. Reusable rules based on validated corrections aim to make review criteria consistent over time.
Organize and review
The intended workflow links documents and counterparties to review states, making uncertain or incomplete information visible.
Prepare tax information
The aim is to produce summaries and exports from validated data to support tax preparation. Direct filing of taxes with the AEAT is not offered.
Development areas
Intelligent automation with control over your data.
The product combines these areas of work to go beyond invoice storage. Its functional scope remains under implementation and validation.
Classification and reusable rules
Classification suggestions and rules based on validated corrections, with review for cases needing further judgement.
Spanish tax context
Work on VAT classification, different rates, zero-rated and exempt transactions, without conflating these treatments or assuming coverage of every scenario.
Review and traceability
A workflow intended to make exceptions, uncertain information and review decisions visible, rather than automatically accepting every extraction.
Documents and counterparties
Planned organization of structured records and links to suppliers or customers based on tax identifiers that must be validated.
A cloud-based platform
A design intended for separate business workspaces and future product evolution. Operational validation is part of development.
Automation with judgement
AI where it adds value. Verifiable rules where precision matters.
The approach separates document interpretation from structured checks. An AI suggestion does not independently determine a transaction's tax treatment.
Assistance with interpretation
Reading documents and complex layouts, suggesting classifications and identifying discrepancies or incomplete information. These are aids that must remain reviewable.
Structured validation
Deterministic rules, calculations and consistency checks with traceable review decisions. Coverage is extended and validated for each tax scenario.
Automation does not replace data review or the accounting or tax advice appropriate to your circumstances.
Who it is designed for
Designed to simplify document and tax management.
Different needs with a shared goal: organized, reviewable information.
Self-employed professionals
Organizing income, expenses and supporting documents when time for administration is limited.
SMEs and companies
Consistent document processing and better visibility of business transactions, including for Spanish limited companies.
Accountants and tax professionals
Exploring future collaboration around structured documentation and tax preparation. A multi-client advisory portal is not currently offered.
Product status
A product in evolution.
FiscalPilot is in development. The described functionality represents capabilities at different stages of implementation and evolution and does not imply immediate commercial availability.
Technology foundation and MVP
Initial work focuses on the platform and document processing. Internal development does not equate to an MVP validated for public use.
Validation and functional expansion
Tax classification, review workflows, information preparation and operational maturity remain areas of development and validation.
Product evolution
Broader coverage of tax forms and obligations, validation, integration and automation options is envisaged as the product matures.
It is not yet available for purchase. No launch date or public registration or trial programme has been announced.
Developed by ForgeTech Consultants.
FiscalPilot is a product developed by ForgeTech Consultants, S.L., separate from its consulting services. It applies the firm's experience in software architecture, backend development, Azure, data processing, automation and quality to a product engineering initiative.
Meet ForgeTechInterested in following FiscalPilot's development?
We are developing FiscalPilot to simplify document and tax workflows. To learn about the project or explore how it might apply to your business, contact ForgeTech.
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