Secure AI Agent · Tax
AI applied to your tax strategy
A specialist configured to compare regimes using your company's own numbers, screen credits with an evidence file, and keep the obligations calendar visible — so you arrive prepared for the CPA conversation.
Companies that trust UPX
Capabilities
What the Tax Strategy Expert can do
Main areas of work for the Tax Strategy AI Agent in your operation.
Regime comparison
Models each tax regime against the company's revenue and structure.
Credit screening
Surfaces possible credits and builds the evidence file for each one.
Obligations calendar
Keeps deadlines visible and flags what is approaching due date.
Invoice reading
Organizes inbound and outbound invoices by tax code and flags outliers.
Meeting preparation
Consolidates the questions and figures for the CPA conversation.
Scenario history
Keeps every comparison made, with the assumption and date behind it.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Scenario modeling
- Applies each regime to the real numbers and shows the difference.
- Evidence file building
- Gathers the documentary evidence for each credit surfaced.
- Deadline tracking
- Follows the calendar and anticipates what is coming due.
From the numbers to the scenario, with the CPA deciding
Connect your systems, define what the agent can do, and let the preparation happen within your company's limits.
- Connect finance and tax
- The agent works with your own numbers.Connect the ERP, the revenue sheet, and the invoice base so the Secure AI Agent has access only to what it needs to build the scenarios.
- Ask for the work
- Talk to the agent in natural language.Request the regime comparison, the credit screening, or the quarter's calendar through the available channels. The agent understands the context, applies the configured skills, and follows the company's rules.
- The agent prepares. The CPA decides.
- Nothing is assessed or filed by the agent.The agent compares, evidences, and organizes within the defined permissions. Assessing tax, signing, and filing obligations stay with the responsible accountant.
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Integrations
Connected to the systems where your numbers already live
The Tax Strategy Expert can query your data and run tasks in the systems your company already uses.
Flow
What goes in, what the agent does, and what comes out
From raw revenue to a regime comparison, following your company's rules and permissions.
Inputs
- InvoicesXML
- Period revenueCSV
- Corporate structureDOC
Processing
Secure AI Agent
Processing the task
- Read
- Model
- Comparerunning
- Evidence
Output
Completed
Scenario prepared
- Regimes compared on your own numbers
- Credits with an evidence file
- Obligations calendar updated
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your company's rules.
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Query
Reads invoices and revenue and answers with the reference.
- 2
Prepare
Models the scenarios and builds the evidence file.
- 3
Request review
Waits for the accountant's analysis.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action. Assessing tax, signing and filing obligations, and changing tax regime always stay with the responsible accountant.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: all market AI models used by the Agents have ZDR under contract, and processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Tax Strategy Expert
What owners and managers usually ask before putting an agent to support the tax area.
Does the agent replace the accountant?
No. It prepares the conversation: it compares scenarios on your numbers and organizes the evidence. Deciding the regime, assessing tax, and filing stay with the responsible accountant.Does it file returns or payment slips?
No. The agent tracks the calendar and flags what is due, but it does not sign or file anything. Filing is an act of the licensed professional.How does it compare regimes?
By applying each regime to the company's real revenue and structure, using data from the connected systems. Each scenario is recorded with its assumption and date — which lets you revisit the math when the rule or the revenue changes.What is the credit evidence file?
The list of possible credits with the document supporting each one. The agent surfaces and evidences; deciding to take the credit is the accountant's call, weighing the risk of the position.Is tax data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on the systems involved. The starting point is connecting the ERP and the invoice base, then expanding the scope as the scenarios start feeding the CPA conversation.
Custom agents
We build and manage the agent for your tax strategy
From regime comparison to the credit evidence file: we build the agent that prepares the CPA conversation.