AI for accounting and tax, with the bookkeeper deciding
OceanLab builds AI into bookkeeping and tax work: matching payments, checking receipts and turning raw transactions into reports. The AI suggests and shows how sure it is; people book and file. Every example below is a product we built.
OceanLab product builds
AI products we designed and built in this industry. Each one is a full case study with screens, scope and the rules it was built for.
Kladde - AI Bookkeeping for German Freelancers and Small Firms
Designed and built a clickable AI bookkeeping product for German freelancers, sole traders and small GmbHs: a bank feed with a suggested booking and confidence score on every payment, a receipt inbox that validates e-invoices and checks §14 UStG fields, and a VAT advance return previewed box by box and submitted through ELSTER.
CryptoTax - FIFO Tax & PnL Reporting Engine for Retail Crypto Investors
Built a tax and portfolio reporting platform that ingests transactions from 30+ exchanges and wallets, computes FIFO cost-basis, and generates IRS Form 8949 + Schedule C in one click - shipped from clickable AI prototype to production in 10 weeks.
Where AI earns its place
Each use case names the builds that did it.
Suggested bookings
A bank feed where every payment arrives with a suggested booking and a confidence score, so the person only checks the unsure ones.
Receipt and e-invoice checks
A receipt inbox that validates e-invoices and checks the fields a valid invoice needs before anything is booked.
Tax returns from raw data
A VAT advance return previewed box by box before it is submitted, so nothing goes out unseen.
Tax reports from transactions
Transactions pulled in from 30+ exchanges and wallets, cost basis worked out and the tax forms generated in one click.
What to plan for
The rules that shape AI in this industry. General information, not legal advice: check with your own counsel.
Rules stay rules
Show how sure it is
A full audit trail
Keep records as long as the law says
Frameworks our AI builds here cite
From one workflow to production
- 01
Pick the workflow
We start from one workflow your team wants off its plate and agree what a working result looks like.
- 02
Clickable AI prototype
Your team tries the flow on a clickable prototype before any production code is written.
- 03
Production build
We build the production version, with the approval steps and records your industry needs.
- 04
Launch and improve
It goes live in your team's hands, and we tune it as real work runs through it.
Priced either way, whichever suits the work: outcome-based, paid per milestone, or hourly at $30-50 depending on role and seniority. More on AI automation →
Questions teams ask
What can AI do for an accounting or tax team?
Take the matching and checking off people: suggest a booking for each bank payment, check receipts and e-invoices before they are booked, and build tax returns and reports from raw transactions for a person to review. Each of these is a product OceanLab built.
Does a person still sign off?
Yes. In our accounting builds the AI suggests and scores its confidence, and a person books, approves and files. Low-confidence items always go to a person.
How is it priced?
Either way, whichever suits the work: outcome-based, where you pay per milestone, or hourly at $30-50 depending on role and seniority.
Keep exploring
Are you an AI lab looking for human training or evaluation data? That is a separate offer, OceanLab Labs.
