Financial Due Diligence Prep for International Tax Specialists with Bloomberg Tax
The Problem
Quality-of-earnings work for Cross-Border Tax targets starts with 18 months of trial balances and a dozen schedules that need normalization before any adjustment can be proposed.
What We Build in Bloomberg Tax
AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book — senior analysts focus on judgment calls, not reformatting. 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 cross-border tax 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.