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Tax & accounting tooling vendor · 2026 · AI · RAG

Turning tax consultations
into a searchable asset

A RAG system that auto-collects KakaoTalk consultations at tax & accounting firms and lets AI search and summarize them. We built the full pipeline so the consultations piling up each day stop disappearing and start grounding the next one.

RAG · Serverless · Chrome ext.
01 — CHALLENGE

A tax firm's consultation data accumulates daily — and disappears just as quickly.

Threads completed inside the KakaoTalk Business Center were effectively unsearchable. A similar question arriving next month forced the staff to start from scratch every time, with no shared record of who answered what.

General-purpose tools like ChatGPT couldn't hold tax-specific context. The real need was to bring back 'the answer this firm already gave' — fast.

02 — APPROACH

We pulled consultations into the server in one click, ran them through a live embedding pipeline, and layered a response engine that combines multiple search strategies.

A Chrome extension collects threads from the Business Center screen with one click and ships them to our server. Each record flows through SQS → Lambda → Cohere embeddings → pgvector and becomes searchable the moment it lands.

Retrieval doesn't lean on a single query. Multi-query rewrites the question, MMR diversifies results, and hybrid keyword-plus-vector search surfaces the answers. So 'similar cases' arrives as the firm's cumulative knowledge, not a single hit.

03 — STACK

Stack.

01

Chrome Extension

Pulls Business Center consultations into the server with one click — no manual filing.

02

AWS Lambda · SQS · SAM

Ingestion, embedding and retrieval all serverless. Cost tracks traffic.

03

pgvector · Aurora

Vector search on top of Postgres. The team can use familiar SQL alongside it.

04

Cohere · GPT

Cohere for embeddings, GPT for response generation. Multi-query + MMR + hybrid search combined.

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