Combinely

Hey everyone, we’re Tom & Arthur - co-founders of Combinely.

TL;DR

Tax workflows are fragmented: every client is different, every return has exceptions, and firms rely on systems that don’t talk to each other. With under 25% automated, teams lose hours switching across systems - hitting capacity fast.

Combinely’s AI coworker fixes this by adapting to a firm’s existing tools & processes - just like a real employee. From managing an overflowing inbox to reviewing returns - it saves accountants 90 minutes every day.

📺 Watch the 60-second demo: https://www.youtube.com/watch?v=asMsSc70_pE

📬 Know a tax team ready for AI? → tom@combinely.ai / book a call

Problem

1. Manual tax workflows: Tax teams spend hours daily on manual work because client-specific tasks remain hard to automate.
2. Seasonal overload: Tax season compresses a year of work into 12 weeks. Staff burn out, clients wait, and half of firms turn away work for lack of capacity.

Solution

AI coworker that learns from past client work to proactively deliver end-to-end tax workflows.

What it does

1. Learns from past work to build a live profile for each client - needs, history, quirks.
2. Proactively helps across client engagement from collecting documents, answering clients queries to reviewing returns.
3. Works like a junior teammate - same systems access, and talk to it by email or call.

The impact

• Saves 90 min per tax accountant per day during busy season.
• Increases client capacity without growing headcount.
• Reduces stress, errors, and burnout.

If this resonates → tom@combinely.ai / book a call. Thank you!