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Financial Technology

Purpose-built technology for tax, compliance and finance functions — from ERP to filing, backed by deep domain expertise.

Financial Technology is where AKM Global's tax and finance domain knowledge meets applied engineering. Rather than treating tax as an afterthought bolted onto a generic IT project, we build technology around tax, compliance and finance workflows specifically — from the moment an ERP is configured, through the software that files a return, to the team that keeps it all running afterwards.

The Challenge

  • Tax requirements get bolted onto ERP projects late, causing rework and compliance gaps
  • Tax and finance data isn't validated at source, so errors surface only at filing or audit time
  • SOPs for close, reconciliation and payroll haven't been redesigned in years and still assume manual effort
  • Clients need tax-specific software — workflow tools, GST/TDS engines — implemented and configured, not just licensed
  • Once implemented, someone still needs to run, monitor and maintain the technology day to day

Our Approach

We work across the full technology lifecycle of a tax or finance function — from ERP design, through data and process, to implementation and ongoing operation — rather than handing off after go-live and leaving you to manage the technology alone.

How AKM Global Can Help

  • ERP Systems Support: Act as your advocate for tax and compliance inside ERP projects: writing requirements, shaping design options, and supporting SAP FI/CO, Tally and QuickBooks implementations end to end.
  • Tax Data Management, Reporting & Analytics: Build a reliable tax data model with automated input, validation and cleansing, surfaced through Power BI reporting, so the right data reaches the right report — and the right authority — on time.
  • Tax Process Improvement & Governance: Benchmark current SOPs and controls against leading practice, then redesign operating models, roles, responsibilities and controls around automation.
  • Tax Technology Systems Implementation: Select and implement tax and finance software — workflow tools, GST/TDS engines, AI Workmate for document processing — matched to your specific requirements, with testing and user training built in.
  • Tax Technology Vendor Selection & Evaluation: Independent evaluation of tax software vendors against your requirements, so you invest in the platform that fits rather than the one with the best sales pitch.
  • Technology-as-a-Service: Ongoing administration and management of your tax and finance technology stack — including RPA bots and AI assistants — so your team focuses on judgement calls, not IT tickets.
  • RAG Assistants & Email Automation: Purpose-built assistants for client FAQs and notice handling, and automation for routine client correspondence and reminders.

What You Will Achieve

  • Tax requirements built in from day one — not retrofitted into ERP design after go-live.
  • 40–60% less manual document processing — through AI Workmate and RPA bots handling extraction and validation.
  • Real-time compliance dashboards — on Power BI, replacing static spreadsheets that go stale within days.
  • One accountable technology partner — after go-live, not just during implementation.

Illustrative Use Cases

  • A client selecting and implementing a new GST return-filing engine integrated with their existing SAP environment
  • A tax team redesigning its notice-handling SOP around an AI Workmate document-processing bot
  • A multinational outsourcing ongoing tax technology support so its internal team can focus on advisory work

Sample use case: A RAG-based query assistant trained on GST notifications and AKM Global's own knowledge base now resolves the majority of a client's routine compliance questions instantly, escalating only complex cases to a consultant — with usage and resolution rates tracked on a Power BI dashboard.

Industries We Serve

  • Multinational subsidiaries running SAP, Tally or QuickBooks across entities
  • CPA and accounting firms modernising their technology stack
  • GCCs standing up or scaling shared-services technology
  • Mid-market businesses replacing spreadsheet-based tax processes
  • PE-backed companies preparing systems for scale ahead of funding or exit

Why AKM Global

  • Tax-first ERP advocacy — we represent tax and compliance requirements inside ERP projects, not IT teams guessing at filing rules.
  • One partner across the lifecycle — from requirements to go-live to ongoing operation, instead of a system integrator that disappears after launch.
  • Independent, not vendor-tied — our technology vendor evaluations are based on fit to your requirements, not a referral commission.

Reach out to us at info@akmglobal.com to explore how AKM Global can build and run technology purpose-built for your tax, compliance and finance functions.

Frequently Asked Questions

  • Q1. Do you implement ERPs, or just advise on tax requirements within them?
    Ans: Both. We act as your tax and compliance advocate inside SAP FI/CO, Tally and QuickBooks implementations, and can also lead the tax-specific configuration and testing directly.
  • Q2. What happens after go-live?
    Ans: We stay on as your Technology-as-a-Service partner, administering and monitoring your tax and finance technology stack so issues are caught before they become filing risk.
  • Q3. Can you evaluate tax software vendors for us?
    Ans: Yes. Our Tax Technology Vendor Selection service independently benchmarks vendors against your specific requirements.