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Case study · From the Pluris libraryReceipt no. 7988
What sucked

S. enterprise, manages direct and indirect tax across multiple jurisdictions.

Its finance and tax data sat in separate ERPs and spreadsheets, and every reporting, provision or compliance cycle started with people extracting, cleaning, standardizing and mapping that data by hand. Book-to-tax reconciliation was slow, classification varied by who did it, and getting consistent, current numbers took far more effort than the tax work itself.

OtherFinance & Accounting4–8 weeks
What they built

XIT Solutions deployed its Complyia platform for a multi-entity U.S. enterprise: locally hosted Llama and Qwen models classify transactions and map accounts across ERP and spreadsheet data, rules run the tax math, and exceptions route to tax professionals.

What changed
70%

Less time to clean, standardize and map financial data, measured against manual prep on equivalent datasets.

3x

Faster end-to-end book-to-tax reconciliation on equivalent workloads.

90%

Of transaction records classified correctly with no manual touch, checked against tax-expert review.

Time to results
4–8 weeks
Project cost
$250K – $500K
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Who did it
Rizwan Shaik
Account Executive, GTM Strategy, XIT Solutions Inc

Vetted by Pluris.