Bankruptcy Schedule & Means Test for Tax Attorneys with Bloomberg Tax
The Problem
Chapter 7 and 13 schedules are 40+ pages of fiddly data entry for Tax Controversy clients who rarely bring complete records on day one.
What We Build in Bloomberg Tax
AI ingests client documents into Canopy, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matrix — petition filed in days. Purpose-built for teams running Bloomberg Tax — uses the native API or agent integration so nothing leaves the system of record.
Bloomberg Tax Integration Approach
Audit your Bloomberg Tax configuration
We map the specific Bloomberg Tax objects, custom fields, and workflows the automation needs to touch for your tax controversy practice.
Build on the Bloomberg Tax API or agent
Integration happens inside Bloomberg Tax — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Bloomberg Tax with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Bloomberg Tax instance
30-minute call. We'll look at your actual Bloomberg Tax setup and show exactly how this workflow fits.