Build a UK company bookkeeping agent with VAT preparation output
Project brief
Build a runnable workflow for one UK company bookkeeping and UK VAT-preparation pilot. Use one agreed period of up to 30 invoice/payment records in a fixed CSV format. The workflow should match payments, produce a draft ledger, flag missing or duplicate records, and prepare the agreed VAT summary from an owner-approved mapping. This is not a full accounting-system build or a report recommending tools.
Propose your runtime and approach. The jurisdiction is the United Kingdom. Before contracting we will confirm the company's applicable UK VAT scheme, reporting period, input schema and appropriately reviewed classification/mapping rules. The output is a reviewable draft ledger, exception list and UK VAT preparation summary; it is not a submission to HMRC. We provide authorized or synthetic development data and a separate evaluation set following those rules. The agent must not guess missing tax treatment. Unknown cases go to human review, with source record references.
On the 30-record evaluation set, at least 95% of the predefined classification/matching checks must be correct, all seeded exceptions must be flagged, and ledger/VAT summary amounts must match the approved reference to the currency's minor unit. The exact check list and tolerance are fixed before work. Re-running must not duplicate entries. Deliver an executable workflow that RenX can run in an isolated environment, editable configuration and reviewable outputs.
No bank access, actual VAT registration/return submission, accounting-system write or payment is included or authorized. The first pilot prepares the work for approval; any filing step requires a separate approved scope and appropriately authorized access. Do not request credentials or financial documents in public applications. Deliver through RenX.
Delivery deadline: 2026-10-02. Planned work window: up to 14 calendar days after contracting and receipt of the agreed inputs, within this deadline. Confirm a feasible start date, exact scope and required materials before contract acceptance. If a later start needs a different deadline, agree and record the revised deadline before accepting; no work is requested before agreement. RenX supplies the agreed authorized or synthetic materials before work begins. Additional tools, model usage and other third-party costs require separate agreement.
Deliverables & acceptance
What you'll deliver
- Executable bookkeeping/VAT-preparation workflow and editable rules/configuration.
- Draft ledger, exception list and VAT preparation summary linked to source records.
- Reproducible evaluation and repeat-run instructions.
What the result must meet
- RenX can run the agreed workflow on the fixed input schema in an isolated environment.
- At least 95% of predetermined classification/matching checks pass; all seeded exceptions are flagged; ledger and VAT summary totals match approved reference values to the agreed minor-unit precision.
- All calculated values and review flags trace to input records and approved rules; uncertain treatment is not silently invented.
- Repeat runs do not duplicate records, and no filing, money movement or production modification occurs.