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Applied AI for Financial Compliance

Designing compliant, audit-ready AI systems for complex financial workflows.

Overview

This initiative focuses on applying AI to one of the most error-prone and fragmented areas of financial operations: cross-border tax and compliance.

Rather than pursuing full automation, the platform is designed around governance, professional oversight, and decision traceability — aligning AI capabilities with the realities of regulated environments.

The Problem Space

Cross-border tax and compliance workflows are fragmented across jurisdictions, advisors, and disconnected tools.

This fragmentation increases error rates, delays professional review, and disproportionately impacts individuals and small firms without access to institutional compliance infrastructure.

Design Principles

Platform Implementation: AskTaxly

AskTaxly is the platform implementation of this initiative, designed to operationalize AI-assisted intake, validation, and professional review within real-world compliance workflows.

The system emphasizes structured data capture, exception handling, and review workflows rather than opaque end-to-end automation.

👉 Visit AskTaxly → https://asktaxly.com

My Role

I lead problem definition, system architecture, and compliance-oriented design decisions, drawing on my background in finance governance, enterprise systems, and regulated operating environments.

Why This Matters

Complexity in cross-border tax and compliance disproportionately affects skilled workers, international students, and small organizations, increasing noncompliance risk and limiting economic participation.

Improving access to structured guidance, compliance readiness, and professional workflows supports workforce mobility, regulatory adherence, and more efficient participation in the economy.

Selected Recognition

Global Innovation Night Pitch Competition — Award Recipient (2025)
Selected by judges at Arizona State University’s Blackstone LaunchPad for a globally impactful AI platform concept; awarded competitive funding.