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AI Transaction Annotation Reminder for Tax Season

Date: 2025-07-20
Entity: G Money LLC (Wyoming Corporation)

Core Concept​

Create an AI-powered script to auto-annotate business transactions for tax preparation, transforming a labor-intensive process into an efficient, rule-based automation.

Process Overview​

  1. Export Transactions: Export all G Money LLC transactions to CSV format
  2. AI Rule Engine: Implement AI system that follows predefined rules to categorize and annotate transactions
  3. Manual Review: Quick 1-2 hour review process to double-check AI annotations
  4. Handoff: Provide clean, annotated transaction data to accountant

Key Benefits​

  • Time Savings: Reduce thousands of transaction annotations from weeks to hours
  • Consistency: Rule-based approach ensures consistent categorization
  • Accuracy: AI + human review combination for optimal results
  • Efficiency: Transform insufferable, laborious work into streamlined process

Implementation Notes​

  • Focus on rules-based logic that AI can reliably follow
  • Design for easy review and correction workflow
  • Ensure output format is accountant-friendly
  • Consider common business expense categories and patterns

Action Items for Tax Season​

  • Gather all transaction data from the year
  • Define annotation rules and categories
  • Build or configure AI annotation system
  • Test on sample data before full implementation
  • Execute full annotation process
  • Review and validate results
  • Prepare final package for accountant

This is the power of AI: turning rule-based drudgery into elegant automation.