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Professional ServicesTorres Aragón

Quarterly AEAT tax filings prepared automatically for the practice's clients

/ 01 Challenge

Challenge

The practice handled its clients' data and documents by hand to prepare the quarterly tax filings (AEAT forms).

/ 02 Approach

Approach

An automation built inside the Claude ecosystem: it processes each client's data, generates the quarterly tax reporting, and posts the metadata and the generated PDFs to an n8n webhook from Python.

/ 03 Results

Results

The quarterly reporting is generated from the client data rather than assembled by hand, and the documents arrive in the practice's n8n flow with their metadata attached.