Business Tax
Manage corporate tax filings, deadlines, obligations, documents, and advisor review in one place.
Tax year and deadline cardsKey tax obligations tableTax expense breakdownDocument library and task progress
SMART AUTOMATION
Run tax and finance with AI agents.
JAN AI helps small and medium-sized businesses automate tax, finance, accounting, documents, and approvals with controlled AI agents.
Advisor-controlled. Agents prepare the work. Your team approves what goes out.
JAN AI BUSINESS ACCOUNTING PORTAL
⌕ Search documents, tasks, or ask AI...
♡?AOAdmin User⌄
Business Accounting
Real-time insights. Automated workflows. More time for what matters.
Demo Company Inc.⌄
Q2 2026⌄
Total Revenue$286,450▲ 12% vs. prior quarter
Total Expenses$192,300▲ 8% vs. prior quarter
Net Profit$94,150▲ 18% vs. prior quarter
Cash Balance$320,450▲ 6% vs. prior quarter
Key Accounting Tasks
View allTaskDue DateStatus
Import & categorize transactionsOngoingIn progress›
Bank reconciliationJul 31, 2026Pending›
Accounts payable reviewJul 31, 2026In progress›
Accounts receivable follow-upJul 31, 2026On track›
Monthly financial statementsAug 5, 2026Not started›
Expense Breakdown
View detailsPayroll32%
Rent & Facilities18%
Professional Fees12%
Technology10%
Other20%
APP PORTALS
Tax, finance, and accounting workflows in one controlled workspace.
The landing page now mirrors the app mock: dark portal shell, side navigation, dashboard cards, document libraries, task status, charts, integrations, and an embedded AI assistant.
Business Accounting
Real-time revenue, expenses, net profit, cash balance, bank reconciliation, reports, and integrations.
Revenue, expense, profit, cash cardsExpense breakdown chartAutomation savingsQuickBooks, Xero, Excel, NetSuite
Personal Tax
Personal tax season workflow with days to deadline, tasks completed, documents uploaded, and refund estimates.
Income and deductions overviewTax credits and deductionsTax calculator and RRSP toolsAI Tax Assistant prompts
AI AGENTS
Power your workflows with intelligent AI agents
Deploy high-performance, flexible AI agents designed to automate complex tasks, optimize workflows, and work seamlessly together, helping teams move faster, operate smarter, and accomplish more.
Agent work queue
Agents prepare work inside the same dashboard your team reviews.
Tax Agent
Compliance memosDrafts GST/QST and income-tax memos with statutes, CRA and Revenu Québec guidance, and client facts attached.
Close Agent
Close readinessRuns bank, payroll, and AP/AR readiness checks and assembles the month-end package for signoff.
GL Agent
Ledger contextReads ledger movement, isolates variances, and supplies the context every other agent works from.
Audit Agent
Second reviewChecks citations, assumptions, and risk before draft work reaches an advisor.
Payroll Agent
VarianceFlags payroll timing and cost swings, then explains how they land in margin and cash.
Client Agent
Follow-upsPrepares plain-English follow-ups, missing-document requests, and advisory briefs for approval.
CONNECTED WORKFLOWS
Intelligent automation. Connected workflows. Maximum efficiency.
Our AI agents work together as an intelligent, connected team, sharing information, coordinating tasks, and delivering the insights you need when you need them.
More automation
Intake, reconciliations, source mapping, and draft memos are prepared before your team opens the file.
Better collaboration
Agents hand work to each other with context intact. GL findings feed the tax memo, and the audit pass checks both.
Smarter insights at your fingertips
Cash, margin, KPI movement, source evidence, and advisory notes arrive organized and ready for approval.
AI Assistant embedded everywhere
Explain this GST/QST position and find supporting documents.
I found the uploaded worksheet, prior-year filing, and source memo. Advisor review is required before delivery.
ACTIONABLE INTELLIGENCE
Your time is valuable. Your decisions deserve data you can trust.
JAN AI turns critical business data into operational intelligence: deadlines, readiness, documents, reports, tax positions, integrations, and AI-prepared explanations with sources attached.
Advisor command center
Live dashboard signals from business tax, accounting, and personal tax workflows.
Live · 7 clients
Readiness by workspace
View allBusiness Accounting close91%
Business Tax obligations82%
Personal Tax documents67%
Useful Tools
OpenTax CalculatorReady
RRSP Contribution CalculatorReady
Deduction FinderReady
Tax TimelineReady
AI Signal
Advisor reviewMargin dropped 6.8 points. Payroll timing and food costs explain most of the movement. Vendor review recommended before next close.
SECURE BY DESIGN
Useful AI, governed like client work.
Scale automation without giving up professional control. Approval gates, audit trails, data boundaries, and exception queues are built into every workflow.
100%
of client-facing outputs pass advisor approval
6
specialized agents, one shared review layer
0
black-box handoffs. Every answer keeps its sources
1
portal for intake, close, compliance, and advisory
Not autonomous advice.
JAN AI prepares organized work for professionals. The firm decides what gets approved and delivered.