Thomson路透社将AI折叠到其职业税和审计软件中
Thomson路透社(Thomson Reuters Corp.)今天是发布，这是其CoCounsel Tax, Audits & Accountry平台的重建版，旨在超越回答问题，转向规划任务，进行计算和制作文件供专业审查。
强化平台将人工智能agents与客户信息，税收研究和代码执行相结合，以完成构建摊销时间表，编制电子表格和起草备忘录等复杂任务。 公司称新平台向全美客户开放。
发布目标在于如何将基因AI应用于专业服务：如果系统使用错误的税收规则，忽略客户情况，或未能解释其推理，数学正确的答案仍然可能是错误的。
税务会计首席产品官David Wong 称在一次简报中
与其前身围绕单个任务设计不同的是，重建后的系统可以将复杂的请求突破成步骤，并选择执行这些请求所需的工具和信息，Wong 称。 专业人员仍然必须审查和核实结果。 该系统提供引用、假设和计算，帮助他们在核准工作之前评估其结论。
研究数据库是 " 检查站 "、 " 汤姆森路透社 " 收集了1 200多万份主要来源和分析文件，由数百名专家维护。 该平台支持多个AI模型。
在一次演示中，直接税和审计产品主管David Ragones展示了CoCocounsel如何使用商业贷款协议和公司的电子表格模板来编制500万美元贷款的摊销时间表。 例子包括改变利率、一笔总付和到期时的气球支付。
由此产生的工作手册载有实况公式、支持性假设和参考。 用户可以选择单个单元格，并要求CoCounsel解释计算及其来源。
该演示还显示系统使用Python常规来重新计算电子表格结果，以检查其准确性。 称 Lucas Adams，汤姆森路透社工程副总裁。
安全控制将agents限制在用户访问和相关工作空间允许的文件。 Adams 称这些限制延伸到基本的基础设施。 互联网接入仅限于经批准的政府网站和检查站。
共享的客户端上下文层保存上传的文件，完成整个对话的工作，从而减少了反复提供背景资料的需要。 整合内容包括汤姆森路透社UltraTax，业务约定经理和指南保证。
对模型背景协议的支持允许与其他系统连接，并通过第三方AI工具，包括Anthropic PBC的Claude和Microsoft Corp的Copilot获取引用的税收和会计答案。
Wong 称人员短缺正在帮助推动需求，因为公司设法处理工作量而不扩大季节性雇用。 汤姆森路透社也看到了释放专业人士从事咨询工作的机会。
行政主管承认，实际检验标准是，审查AI产出是否比手工生产需要更少的努力。 Adams 称认为
照片来源：Unsplash
SiliconANGLE联合创始人John Furrier的留言：
支持我们的使命，通过与CUBE社区接触，保持内容的开放和自由。 加入CUBE的校友信托网络，其中技术领导者相互连接，分享情报，创造机会。
- 15M+观看CUBE视频，为AI、云层、网络安全等各种对话提供动力
- 11.4k+CUBE校友——通过独特的信任网络与11400多名技术和企业领袖建立联系，塑造未来
你是AWS客户吗？在财务上支持SiliconANGLE，从我们的市场门户页面和链接购买您的AWS服务：https://siliconangle.com/aws-marketplace/.
关于 SiliconANGLE 媒体
SiliconANGLE Media由技术视觉家约翰·弗瑞尔(John Furrier)和戴夫·韦兰特(Dave Vellante)创立，构建了产业领先数字媒体品牌的动态生态系统，达到1500+百万精英技术专业人士。 利用CUBEAi.com神经网络，帮助科技公司以数据为导向做出决策
本文由 AI图鉴自动抓取并翻译，版权归原作者所有；如需查看原文请点下方链接。
Thomson Reuters folds AI into its professional tax and audit software
Thomson Reuters Corp. today is launching a rebuilt version of its CoCounsel Tax, Audit & Accounting platform designed to move beyond answering questions to planning assignments, performing calculations and producing documents for professional review.
The enhanced platform combines artificial intelligence agents with client information, tax research and code execution to complete complex tasks such as building amortization schedules, preparing spreadsheets and drafting memos. The company said the new platform is available to all U.S. customers.
The release targets a challenge in applying generative AI to professional services: A mathematically correct answer can still be wrong if the system uses the wrong tax rule, overlooks client circumstances or fails to explain its reasoning.
“They expect close to perfection with any tool that they use,” Chief Product Officer David Wong said of tax accountants during a briefing.
Unlike its predecessor, which was designed around individual tasks, the rebuilt system can break complex requests into steps and select tools and information needed to execute them, Wong said. Professionals still must review and verify the results. The system provides citations, assumptions and calculations to help them assess its conclusions before approving work.
The research database is Checkpoint, Thomson Reuters’ collection of more than 12 million primary-source and analytical documents, maintained by hundreds of experts. The platform supports multiple AI models.
In a demonstration, David Ragones, head of product for direct tax and audit, showed how CoCounsel could use a commercial loan agreement and a firm’s spreadsheet template to produce an amortization schedule for a $5 million loan. The example included changing interest rates, a lump-sum payment and a balloon payment at maturity.
The resulting workbook contained live formulas, supporting assumptions and references. Users can select individual cells and ask CoCounsel to explain the calculations and their sources.
The demo also showed the system recalculating spreadsheet results using Python routines as a check on their accuracy. “A lot of times showing the work is actually doing the work,” said Lucas Adams, Thomson Reuters’ vice president of engineering.
Security controls limit agents to files permitted by the user’s access and the relevant workspace. Adams said those restrictions extend into the underlying infrastructure. Internet access is limited to approved government websites alongside Checkpoint.
A shared client context layer preserves uploaded documents and completed work across conversations, reducing the need to repeatedly supply background information. Integrations include Thomson Reuters’ UltraTax, Engagement Manager and Guided Assurance.
Support for Model Context Protocol allows connections with other systems and access to cited tax and accounting answers through third-party AI tools, including Anthropic PBC’s Claude and Microsoft Corp.’s Copilot.
Wong said staffing shortages are helping drive demand as firms seek to handle workloads without expanding seasonal hiring. Thomson Reuters also sees an opportunity to free professionals for advisory work.
Executives acknowledged that the practical test is whether reviewing AI output takes less effort than producing it manually. “If it takes just as much time to verify the work than it takes to do the work, AI is not really helpful,” Adams said.
Photo: Unsplash
A message from John Furrier, co-founder of SiliconANGLE:
Support our mission to keep content open and free by engaging with theCUBE community. Join theCUBE’s Alumni Trust Network, where technology leaders connect, share intelligence and create opportunities.
- 15M+ viewers of theCUBE videos, powering conversations across AI, cloud, cybersecurity and more
- 11.4k+ theCUBE alumni — Connect with more than 11,400 tech and business leaders shaping the future through a unique trusted-based network
Are you an AWS customer? Support SiliconANGLE financially by buying your AWS services from our Marketplace portal page and links: https://siliconangle.com/aws-marketplace/
About SiliconANGLE Media
Founded by tech visionaries John Furrier and Dave Vellante, SiliconANGLE Media has built a dynamic ecosystem of industry-leading digital media brands that reach 15+ million elite tech professionals. Our new proprietary theCUBE AI Video Cloud is breaking ground in audience interaction, leveraging theCUBEai.com neural network to help technology companies make data-driven decisions and stay at the forefront of industry conversations.
Auto-fetched and translated by AI Atlas. All rights belong to the original author.