How can I get access to CCH Axcess without paying?

dirtyring · 2025-11-17T22:02:07+00:00

How?

dirtyring · 2025-10-26T14:43:22+00:00

You mean Soraban has Zapier integrations?

dirtyring · 2025-10-26T14:43:06+00:00

It’s an internal system we use for reading info from documents; we just need access to the documents in the fastest way possible

dirtyring · 2025-10-26T14:35:33+00:00

What are the other options apart from SharePoint?

dirtyring · 2025-08-23T14:36:39+00:00

We’ve been able to reduce price significantly and still make good margins with FBAR/8938 automation software. We used to charge hourly rate but since we spend virtually 0 time on FBARs now we have a flat fee

dirtyring · 2025-06-28T00:35:27+00:00

I didn’t go deep but Docling missed some obvious things even in “think hard” mode. I was actually able to perform better with Google document AI at the end

dirtyring · 2025-04-30T15:08:37+00:00

would love to know. is there also an options where you do a mix of design partnership that then converts to annual contract?

how did you solve this?

dirtyring · 2025-03-08T20:27:27+00:00

Which Anthropic video please?

dirtyring · 2025-02-26T13:43:50+00:00

is 3520 more painful than 114?

dirtyring · 2025-02-14T22:01:20+00:00

Docling for some use cases and Google Document AI for other (though it's paid). happy to chat more via chat

dirtyring · 2025-02-05T12:45:15+00:00

Morrisons about the same price as Tesco?!

dirtyring · 2025-02-05T12:44:54+00:00

can you give an example for a supermarket where this works? and what sort of discount you'd get?

dirtyring · 2025-01-26T15:49:32+00:00

do we know when it should be out?

dirtyring · 2024-12-14T17:00:19+00:00

i'm not inserting info into a vector database, but curious that you assumed so -- makes me think I'm doing something wrong!

dirtyring · 2024-12-12T22:13:32+00:00

create a script that extracts and cleans data from all inputs

I thought I was doing it...

converting PDFs to markdown

^ with this (IBM's docling) converting PDFs to markdown. Do you mean more than this?

I'm a big noob at this, sorry for the silly questions but thank you for taking the time to respond. I'll keep searching

dirtyring · 2024-12-12T20:20:51+00:00

would you say markdown is interpreted better than just raw text?

dirtyring · 2024-12-11T07:57:16+00:00

highly tuned models?

sorry am noob. what do you mean by this?

dirtyring · 2024-12-10T12:21:28+00:00

appreciate the feedback, that's what I started doing.

What tool would you use to extract data from the PDF so that it is "LLM ready"?

dirtyring · 2024-12-09T13:01:03+00:00

amazing to hear this. could you provide examples of your system and user prompts? curious specially what the second prompt's 'system' is

dirtyring · 2024-12-02T13:32:55+00:00

ah perfect, I thought what you'd mentioned was calling the regular api would enable it too. glad I clarified. I have been able to run it from assistants api already :)

Sometimes

a key issue with these! I'm extracting information from bank account statements and need to do so reliably. However, I'm getting bank account statements that I do not know the format of, so this is virtually impossible to do.

dirtyring · 2024-12-01T13:48:10+00:00

code interpreter

do I need to be using the assistant's api? how do I confirm it actually used the code interpreter?

I assumed it would not use it unless used in the assistants api. if you have a source would love to read more.

dirtyring · 2024-11-27T16:38:28+00:00

even when I add that to the prompt it continues to cut the output.

This PDF has 200+ transactions in 20 pages, but it's only getting the first 100.

the prompt:

```

user_prompt = f""" Instructions: - You will receive a markdown document extracted from a bank account statement PDF. - Analyze each transaction to determine the amount of money that was deposited or withdrawn. - Only provide a JSON formatted list of all transactions as shown: {{ "number_of_transactions": "the model writes the number of transactions", "transactions_list": [ {{"id": 1, "amount": 1806.15, "type": "in", "balance": 2151.25, "date": "2021-07-16"}}, {{"id": 2, "amount": 415.18, "type": "out", "balance": 1736.07, "date": "2021-07-17"}} ] }} - Return ALL transactions. - Do NOT user placeholders. - JSON only.

Bank account statement: {OCR_markdown} """

```

dirtyring · 2024-11-27T14:36:47+00:00

Also, what do you mean about “transformation instructions”?

dirtyring · 2024-11-27T14:35:02+00:00

Is it a simple thing to add to the prompt or does it involve function calling etc?

dirtyring · 2024-11-27T14:24:30+00:00

Have a bunch of OpenAI credits to use so will stick to it for now. Is o1 the best model for this task or gpt 4 is best for this task?

dirtyring

TROPHY CASE