The Challenge
A global professional services firm delivered transfer pricing and tax advisory services, one of its core revenue-generating offerings. Despite being methodologically well-defined, transfer pricing engagements were highly human-resource intensive.
Even for a relatively standard case:
- 3-4 consultants were required
- Engagements typically took around 3 weeks
- Large portions of work involved manual research, screening, and documentation
As demand increased, the traditional delivery model struggled to scale efficiently.
Why the Problem Was Critical
- High effort per case limited consultant productivity and scalability
- Tight client deadlines increased pressure during peak periods
- Repetitive research reduced time spent on high-value advisory work
- Outcomes varied based on individual consultant experience
- Risk of missed comparable companies or outdated benchmarking data
The firm needed a solution that could:
- Automate repetitive data analytics and research workflows
- Improve consistency in business analytics and decision logic
- Preserve professional judgement and methodological rigor
- Deliver audit-ready, explainable outcomes aligned with tax regulations
Why AiMod Was Selected
The firm selected AiMod for its ability to apply agentic AI and AI agents across the entire transfer pricing workflow, rather than automating isolated tasks.
Key decision factors included:
- End-to-end agent-to-agent orchestration across research, screening, and documentation
- Direct integration with external databases and public data sources
- Flexible workflows that consultants could modify without rebuilding tools
- Built-in human-in-the-loop controls to preserve advisory judgement
- Governance-ready architecture supporting auditability and compliance
Solution Overview
Using Infomina AiMod, the firm implemented an agentic AI decision intelligence platform to modernise transfer pricing analysis and documentation.
AI Agents Deployed
- Cognitive Ingestion Agent (CIA) - Ingested and structured data from external databases and public sources.
- Data Orchestration Agent (DOA) - Coordinated data integration, research workflows, and analytical steps.
- Decisioning Agent (DA) - Applied transfer pricing logic, screening criteria, and documentation rules.
Models & Capabilities
- Transfer Pricing Research Agent for comparable discovery
- Comparable Screening Agent to evaluate and filter candidates
- Decision & Documentation Agent to generate explainable, audit-ready outputs
AI-to-the-Data Execution
AiMod operated using an AI-to-the-Data architecture:
- AI agents accessed external databases directly within controlled workflows
- Data integration and data interpretation occurred in-place
- Analysis and documentation were generated within a single, governed environment
This ensured data security, traceability, and regulatory readiness.
Processes Improved
- Automated identification and screening of comparable companies
- Faster functional analysis and benchmarking workflows
- Automated drafting of transfer pricing documentation
Consultants shifted from manual research to review, judgement, and advisory-focused work.
Results & Impact
Operational Efficiency
- Engagement turnaround time reduced from weeks to approximately one day
- Significant improvement in consultant productivity
- Ability to scale advisory output without increasing headcount
Decision Quality & Consistency
- More consistent application of transfer pricing methodologies
- Clear visibility into why each comparable was included or excluded
- Reduced risk of missed or outdated benchmarking data
Time-to-Value
- Immediate productivity gains observed from the first completed case
- Faster delivery without compromising methodological rigor
Governance, Explainability & Compliance
AiMod delivered:
- Fully traceable decision logic supporting tax authority review
- Clear linkage between data sources, analysis, and conclusions
- Audit-ready documentation aligned with transfer pricing regulations
- Preservation of proprietary methodologies and review standards
