Byron provides AI agents that help CPA firms automate the full tax return process, from document processing and PBC request generation to preparing workpapers and reconciling book-to-tax differences. The platform integrates with leading accounting tools like Canopy and Truss, and is built around real CPA workflows to reduce manual effort and improve accuracy.
Funding
Funding not disclosed
Founders
Product
Problem
CPA firms face significant manual effort in tax return preparation, including processing prior-year documents, building PBC (prepared-by-client) requests, creating SALY (same-as-last-year) workpapers, and reconciling book-to-tax differences. These repetitive, document-heavy tasks consume substantial staff time and introduce risk of errors, slowing down the entire tax workflow.
Solution
Byron deploys purpose-built AI agents that automate the entire tax return process, from document ingestion through to reviewed returns. The agents process PDFs and Excel files, extract data, generate PBC lists, build SALY workpapers, handle partnership allocations, and reconcile book-to-tax differences. Byron integrates directly with leading accounting platforms such as Canopy and Truss, allowing CPA teams to work within their existing systems. The platform is hosted in the US with encryption in transit and at rest, and does not train models on client data, ensuring security and compliance.
Target Audience
Primary customers are modern CPA firms and tax teams that handle business tax returns and need to streamline document processing, workpaper preparation, and return review workflows.
Features
- AI agents that process prior-year documents, extract data from Excel and PDF files, and build PBC request lists
- Automated preparation of SALY workpapers and Excel workbooks using current-year data
- Handles partnership allocations and reconciles book-to-tax differences automatically
- Integrates with leading accounting platforms including Canopy and Truss
- US-only hosting with encryption in transit and at rest, and no model training on client data
- Built by tax and AI experts from Deloitte and Amazon, tailored to real CPA workflows