Assemble the cost report and the substantiation an independent auditor will test, track the qualification and evidence clocks against a jurisdiction's rules, and hold the file until a named CPA signs.
A blended qualification rate across jurisdictions can look acceptable while a small number of cost cohorts carry most of the disallowances. Nestack reports the disallowance rate by slice, not only in total.
Slice performance — reported separately, not only in aggregateIllustrative example
Slice
Failure rate
Lift
Lift vs. threshold
Status
Loan-out compensation
8.5%
3.7×
Review
Travel and lodging
6.7%
2.9×
Review
Assets and rentals
4.1%
1.8×
Watch
In-state crew payroll
1.9%
0.8×
Normal
Bar: disallowance-rate lift vs. in-state-payroll baseline · scale 0–4.0× · tick marks the 2.0× review threshold2 of 4 slices over threshold
Evidence-linked improvement
Every cycle ends in a standing test
A cycle is done when the disallowed expenditure has become a case the next release must pass. That suite is what the next report.
Improvement cycle · five stagesSwitchback — the path turns at Improve and returns at Learn
01Detect
Disallowance rate rises in a cost slice.
02Diagnose
The line the auditor pulled that took the whole category with it is traced to one cause.
03Improve
Stamp the change; the projects behind it are filed against that number.
04Verify
The touched cases run a second time, and one red keeps the release in.
05Learn
It stays as a standing test, and the qualification rules move with it.
Learn → DetectThe return edge. The next detection runs against a suite one disallowance case longer.
Typical build scope
Twelve workstreams across six weeks
The build scope read against the delivery timeline. Week structure follows the six-week plan — discovery, sources, qualification workflow, evaluation, integration, then production validation and handover.
WorkstreamWeek 1Week 2Week 3Week 4Week 5Week 6
01Incentive workflow discovery and boundary definition.
02Ledger, payroll and filing source review.
03Qualification, evidence and clock-rule mapping.
04Ledger ingestion and cost-category mapping.
05Qualification logic and rule binding.
06Confidence scoring and gap routing.
07Accountant approval workflow.
08Accounting and payroll integration.
09Qualification and evidence cases.
10Guardrails and submission controls.
11Cost-trail instrumentation.
12Deployment, documentation and Agent Care handover.
12 workstreams · 6 weeks · bar shows the weeks a workstream is active — several run in parallelFinal scope and sequence confirmed in discovery
Engagement tiers
What each tier includes
Rows are the capabilities named in each tier's scope. Higher tiers include everything below them.
Capability✓ in scope · — not at this tierPilotOne title, one jurisdictionProductionProduction accounting systemsAdvancedMultiple slates / jurisdictions
Introduced at Pilot
Qualification to your ledger and rules✓✓✓
Accountant approval✓✓✓
Substantiation-completeness baseline✓✓✓
Introduced at Production
Reporting by jurisdiction—✓✓
Approval workflow in your systems—✓✓
Approved write-back—✓✓
Accounting-system integration—✓✓
Introduced at Advanced
Multi-jurisdiction rule sets——✓
Multi-stage studio approvals——✓
High expenditure volume——✓
Multi-jurisdiction qualification controls——✓
Build priceFrom $5,000From $8,000Custom quote
Final build priceConfirmed after discovery based on integrations, workflow complexity, transaction volume, approval controls and deployment requirements.
Separate from buildBuild pricing is separate from recurring Agent Care, which covers managed monitoring, evaluations, incidents and verified improvements after launch.
What we need from you
What you bring, and what we build with it
Each input maps to a piece of build scope and a week in the delivery timeline.
You bringWe build with it
01Your chart of accounts and cost structure→Ledger ingestion and cost-category mappingWeek 1
02Representative audited productions→Qualification baseline and substantiation checksWeek 2
03Your jurisdictions and their rule versions→Qualification, evidence and clock-rule mappingWeek 1
04Access to relevant APIs, feeds or exports→Ledger, payroll and filing assessment, then integration setupWeek 2
05Expenditures you would not want sampled→Disallowance cases and the evaluation suiteWeek 4
06What no cost report may include→Confidence scoring, gap routing, guardrails and submission controlsWeek 3
07Named production accountants to approve→Accountant approval workflow, then pilot and production validationWeeks 5–6
Nothing else is requiredDeployment, documentation and Agent Care handover are ours.
Delivery timeline
Four phases across six weeks
Phases sit on elapsed weeks rather than slide space, which is why week 5 carries two.
PhaseW1W2W3W4W5W6
DiscoveryW1
BuildW2 – W3
EvaluateW4 – W5
Pilot & LaunchW5 – W6
Week focusW1Incentive workflow discovery, rule mapping and the automation boundaryW2Ledger, payroll and filing integration and the qualification baselineW3Qualification workflow, confidence logic and submission controlsW4Evaluation suite, substantiation checks and failure-mode testingW5Accounting and payroll integration, pilot costs and correctionsW6One production audited under the production accountant, then handover
Reading the bandA bar sits on the weeks its work is named in and no others. The week 5 overlap is work, not padding.
At the end of W6The final checks clear on live applications and monitoring moves to Agent Care.
DurationSix-week plan shown · typical delivery 4–6 weeks depending on scope confirmed in discovery.
Next step · Media & Entertainment AI agent
Build a production-incentive agent around your audit file.
Show us your chart of accounts, your jurisdictions and who approves the cost report. The audit report stays with the CPA firm that signs it, and the certification stays with the revenue department.
