Map the workflow
Document the trigger, current workaround, inputs, and acceptance criteria.
WORKFLOW RESEARCH · B2B
Find cross-account tax-lot exceptions without pretending tax is simple.
A narrow reconciliation-workflow concept for platforms that need to surface incomplete wash-sale inputs across synthetic account data.
Currently: research preview · synthetic data · no customer claims
RESEARCH PREVIEWSYNTHETIC
Synthetic exception queue
Replacement activityAccount BREVIEW
History coverageJan 01–Dec 31INCOMPLETE
Source lots2 unmatchedOPEN
Decision support, not a decision.→
01 / THE TRIGGER
A product imports trading activity from multiple accounts, but broker-level records do not resolve taxpayer-level exceptions or missing history.
Teams may export spreadsheets, reconcile manually, or use established specialist systems. The open question is whether a reachable segment still has an expensive integration gap.
02 / SAMPLE OUTPUT
A useful answer before a sales form.
This preview shows the shape of the output with synthetic inputs. Nothing here is personalized advice or production evidence.
RESEARCH PREVIEWSYNTHETIC
Synthetic exception queue
Replacement activityAccount BREVIEW
History coverageJan 01–Dec 31INCOMPLETE
Source lots2 unmatchedOPEN
Decision support, not a decision.→
03 / HOW A PILOT WORKS
Test a narrow output
Use synthetic or explicitly approved sample data in a scoped report.
Decide with evidence
Continue only if the workflow helps and a buyer makes a commercial commitment.
04 / FIT
Built for a narrow buyer.
Worth a conversation if you are…
✓ Trading journals and portfolio tools
✓ Tax workflow and specialist accounting teams
✓ Products exploring a paid discovery engagement
Not the right fit for…
— Tax filing or tax advice
— IRS-ready calculation claims
05 / FOUNDING OFFER
A paid discovery engagement to map import, exception, and reconciliation needs before any calculation engine is proposed.
COMMERCIAL HYPOTHESIS
Scope-led pricing hypothesisDefined after workflow discoveryDiscuss the scope →06 / WHAT IS TRUE TODAY
This preview uses synthetic transactions and is not tax advice.
No claim is made about IRS compliance, filing accuracy, or the meaning of substantially identical.
A tax professional must approve any production workflow, calculations, or compliance framing before customer use.
07 / STRAIGHT ANSWERS
Questions this test must answer.
Is this a tax calculation engine?+
No. The initial hypothesis is a narrower exception and reconciliation workflow.
Does it replace a tax professional?+
No. It is designed to organize review inputs, subject to specialist approval.
Why not use existing software?+
Established products already cover much of this space. The experiment tests whether a specific integration gap remains.
08 / YOUR SIGNAL
Choose the commitment that matches your intent.
We use these details to separate useful buyer evidence from general curiosity.