Solvrix AI · Built By Solvrix

Accounting
Intelligence Architecture.

The frameworks, blueprints, and intelligence layers we design and deploy for professional accounting firms. Every architecture shown is purpose-built for CPA operations.

Section 01

The Stack // Technology We Deploy

Every Solvrix implementation is built on the same four-layer technology stack — chosen specifically for data sovereignty, accuracy, and enterprise reliability in accounting environments.

n8n Enterprise
Orchestration Layer · Workflow Engine
Claude API
Reasoning Layer · Agentic Logic
Pinecone
Memory Layer · Vector Intelligence
RAG Architecture
Knowledge Retrieval · Context Engine
Confidence Scoring
Accuracy Gate · Human Review Routing
Private Cloud
Client Environment · Zero Data Leakage
Section 02

Architecture Blueprints // How The Intelligence Works

Three core intelligence frameworks designed for CPA firm operations. Each blueprint shows the complete data flow — from trigger through collection, reasoning, memory, confidence scoring, and output.

Blueprint 01
Document Intelligence Pipeline
Automates the ingestion, extraction, and processing of client documents — tax returns, contracts, financial statements, client intake forms. The agent reads, extracts structured data, cross-references against firm knowledge, scores confidence, and either acts autonomously or routes to human review.
Architecture Blueprint
◆ Conceptual Architecture Diagram — Implementation detail defined in Forensic Report
TRIGGER Doc Received EMAIL / UPLOAD LAYER 1 Collection PDF · XLSX · EMAIL n8n Ingestion LAYER 2 Extraction OCR · PARSE · MAP Claude API LAYER 3 Confidence SCORE · THRESHOLD 0–100% Accuracy LAYER 4 RAG Query VECTOR SEARCH Pinecone OUTPUT Action / Flag AUTO OR REVIEW MEMORY Client SOPs Vector DB KNOWLEDGE Tax Codes · Rules Pinecone Index
Collection
Document Ingestion
n8n · Email · Upload
Extraction
OCR + Structured Parse
Claude API · Pattern Match
Intelligence
Confidence Scoring
0–100% Accuracy Gate
Memory
RAG Knowledge Query
Pinecone · Tax Codes · SOPs
Output
Auto-Action or Flag
CRM Update · Alert · Log
Blueprint 02
Reconciliation Intelligence Agent
Continuously monitors financial data across connected accounts, detects anomalies, cross-references against historical patterns and compliance rules, applies a confidence gate, and either auto-resolves or escalates with full context. Every action is logged to an immutable audit trail.
Architecture Blueprint
◆ Conceptual Architecture Diagram — Implementation detail defined in Forensic Report
SYNC Data Pull QBO · XERO · SHEETS LAYER 1 Anomaly Detection n8n Logic Engine LAYER 2 RAG Cross- Reference Pinecone · Claude GATE Confidence Threshold >95% AUTO · else FLAG LAYER 3 Auto-Resolve Reconcile + Log OUTPUT Audit Log Full Trail · Sheets LOW CONF Human Review Email · Slack Alert FLAGGED Senior Review Priority Alert MEMORY LAYER — CLIENT RULES · HISTORICAL PATTERNS · FIRM SOPs
Sync
Live Data Pull
QBO · Xero · Sheets
Detection
Anomaly Engine
n8n Logic · Thresholds
RAG
Cross-Reference
Pinecone · Claude · History
Gate
Confidence Threshold
>95% Auto · else Human
Audit
Immutable Log
Full Trail · Sheets · CRM
Blueprint 03
Client Intelligence Layer — 5-Memory Architecture
The most sophisticated layer in the stack. A five-tier memory architecture that gives every agent full context about each client — their history, preferences, compliance profile, and all past interactions. The reasoning agent queries all five memory layers before taking any action, scores its confidence, and routes accordingly.
Architecture Blueprint
◆ Conceptual Architecture Diagram — Implementation detail defined in Forensic Report
5-LAYER MEMORY ARCHITECTURE TRIGGER CRM Event NEW CLIENT · TASK LAYER 1 Context Retrieval Client History · Profile n8n + CRM LAYER 2 RAG Memory Query SOPs · Preferences Pinecone Vector LAYER 3 Reasoning Agent CoT · Business Rules Claude API LAYER 4 Confidence Scoring Score · Route · Gate 0–100% Threshold LAYER 5 Draft + Action Email · Update · Log n8n Execute GATE Human Review M1 Client Profile CRM Data M2 Interaction Log All History M3 Firm SOPs Vector Index M4 Tax Codes Compliance Rules M5 Decision Log Agent History PINECONE Private Vector Database Sovereign · Encrypted · Yours
Memory 1
Client Profile
CRM · Structured Data
Memory 2
Interaction Log
Full Comms History
Memory 3
Firm SOPs
Pinecone Vector Index
Memory 4
Tax Codes + Rules
Compliance Layer
Memory 5
Decision History
Agent Learning Log
Blueprint 04
Deadline & Compliance Monitoring Agent
Runs a daily scan across all active clients, loads full client context from the memory layer, checks compliance requirements against current tax codes, scores urgency by days remaining, and generates priority-ranked alerts pre-loaded with everything the accountant needs to act. Urgent deadlines escalate directly to senior partners.
Architecture Blueprint
◆ Conceptual Architecture Diagram — Implementation detail defined in Forensic Report
TRIGGER Scheduled DAILY SCAN · CRON LAYER 1 Deadline Scan All Clients · All Dates n8n · CRM Pull LAYER 2 RAG Context Load Client Profile · History Pinecone · Memory LAYER 3 Compliance Check Tax Codes · Rules · IRS Claude API · RAG GATE Priority Scoring URGENT · HIGH · LOW Days Remaining LAYER 4 Alert Generation Email · Slack · SMS Context Pre-Loaded LOG Audit Trail URGENT · <7 DAYS Senior Partner Alert Immediate Escalation MEMORY LAYER Filing Calendar All Client Deadlines Compliance Rules IRS · State · Federal Alert History Sent · Acknowledged Client Risk Profile Late Filing History
Trigger
Daily Cron Scan
n8n Scheduler
RAG
Client Context Load
Pinecone · CRM · Memory
Compliance
Rules Verification
Claude API · IRS · State
Gate
Priority Scoring
Urgent · High · Low
Output
Contextual Alert
Email · Slack · Escalation
Build Your Architecture

Every framework starts with
your Forensic Report.

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