Tom Invernizzi

Building Combinely (YC X25)

[Tom Invernizzi @Tom_inv]

Accountants shouldn’t change how they work for software anymore.

Software should adapt to them like Claude/OpenClaw.

Their real value is judgment and how you approach the work.

[Tom Invernizzi @Tom_inv]

Tax teams spend 2-4 hours per client manually entering K-1s, 1099s, W-2s into tax software.

The worst part? K-1 footnotes. Dense, critical, completely manual.

Most AI tools skip them. We don't.

Combinely reads every detail - including horrible footnotes - and populates tax software automatically.

Hours → Minutes.

See it in action:

[Combinely @Combinely]

Every tax accountant knows the grind of pulling messy, complex client data and re-entering it into tax software, line by line, under time pressure.

K-1s don't look the same twice. Different partnerships, different formats, different footnotes. That variability is exactly why tax teams spend 2-4 hours per client manually entering data into CCH, Lacerte, and UltraTax.

The footnotes? That's where the real complexity lives. Dense, critical, error-prone.

Solutions are out there. They're part of the solution. But most of them miss the details. We want to change it.

Watch our AI coworker handle it:

↳ Upload K-1s, 1099s, W-2s, Schedules all at once
↳ AI extracts every detail, regardless of format
↳ Runs calculations (Schedule C expenses, rental income, deductions)
↳ Data flows into your tax software automatically
↳ 2-4 hours becomes minutes

See it working live: https://t.co/IrN3pA6ZYD

[Tom Invernizzi @Tom_inv]

https://t.co/kSIXPPJOr1

[Tom Invernizzi @Tom_inv]

@Kazanjy @Kazanjy When you say 3 slides upfront: current state, future state, and the bridge?

[Y Combinator @ycombinator]

.@Combinely is building an AI coworker for tax teams.

It uses firms’ existing tools to proactively handle inboxes, client questions, and return reviews— saving accountants 90 minutes every day.

Congrats @Tom_inv & @ArthurGranacher!

https://t.co/7QdOSPxS0U

[Balaji @balajis]

LAWYERS AS VERIFIERS

Use lawyers as AI verifiers. Here’s how.

(1) First, tell the AI that it’s the named partner of the most capable law firm in your city, with expertise not just in corporate law, but tech startups, compliance, accounting, and the like.

(2) Then, draft a memo to the AI describing your business goals in full.

(3) Conclude by asking a list of specific questions. Make sure to add the catch-all question of “is there anything I may have overlooked.” Ask to include citations to specific sections of legal code, caselaw, or sample documents like SAFEs.

(4) Next, run that prompt against several AIs (ChatGPT, Claude, Grok, Gemini, Perplexity) and assemble answers in a spreadsheet. Questions are rows, answers from each AI are in columns.

(5) Now you have a survey of the space. Note in particular any new concepts or terms you’re unfamiliar with. You might rewrite the memo and resubmit it based on these initial answers.

(6) Once you’re done, you have a draft game plan with citations. Next, ask each AI what legal docs you need, and put together first drafts of them individually with AI. These will have errors, but you will get the gist of what the final product looks like.

(7) At this point you have the basic lay of the land. You can now go to each lawyer with the same memo you shared with the AI, ask them the same questions you asked the AIs, and compare their answers to the results of the AIs.

(8) If the lawyer verifies that the AI produced the right answers, great. Then have the lawyer draft the final docs, possibly working from your AI-aided first drafts. Conversely, if a lawyer says the AI is wrong, that’s highly informative and they’ve added value.

(9) This same strategy works with any service provider, from accountant to doctor. You use AI to structure your search, organize your thinking, and get initial answers to your questions.

Then you run it by human specialists (lawyers, accountants, doctors) to verify whether the AI was right and complete the final step.

(10) To be clear, this approach still requires skill on your end (in terms of prompting) and skill on their end (in terms of via verifying). Because AI doesn’t do it end-to-end, it does it middle-to-middle.

But this approach does mean you no longer need to spend billable hours to learn the basics. And that means a scrappy startup can save money on lawyers.

[Perplexity Developers @PPLXDevs]

Our new Sonar Resources page is live.

See what others are building, read articles, and register for upcoming events.

[Henrik Hansson @HenrikTaro]

the american mind cannot comprehend ⁦@Tom_inv⁩ ⁦@ArthurGranacher⁩ ⁦@LudvigSwanstrom⁩

[Tom Invernizzi @Tom_inv]

Thanks to @perplexity_ai and the entire Sonar team for hosting an incredible event in SF with a packed house and amazing energy!

We had the opportunity to showcase how Combinely leverages the Sonar API to build our AI coworker for accountants - tackling everything from answering complex client queries to producing and reviewing work.

[Perplexity Developers @PPLXDevs]

Last month, we had 70+ builders in our SF office for Sonar API Demo Night! We saw 8 incredible demos featuring AI accounting tools, smart real estate assistants, real-time brand monitoring, and more, all built on our Sonar APIs.

Didn't get a chance to demo? Join our brand new dev community and share your project and thoughts about our APIs! (link below)

[Pete Koomen @koomen]

Enjoyed this discussion with @t_blom and @dflieb!

[Tom Invernizzi @Tom_inv]

@Combinely is building AI for Accountants with @ycombinator

[Y Combinator @ycombinator]

.@Combinely is building an AI-coworker for accountants. It reclaims the 30-40% of an accountant’s day that disappears inside Outlook – chasing docs, digging for context, and answering client queries.

https://t.co/L6gFZDMg7I

Congrats on the launch, @Tom_inv and @ArthurGranacher!

[Tom Invernizzi @Tom_inv]

Accountants aren't vanishing, they're upgrading:

↳Data interpretation over data entry
↳Client advisory over compliance checks
↳Business insights over bookkeeping
↳Strategic planning over transaction processing

And 79% of new graduates prefer joining firms that actively use AI. The future belongs to those who treat AI as a partner - not a competitor.

[Tom Invernizzi @Tom_inv]

@elavender @ycombinator @Combinely @ArthurGranacher Thanks! Just getting started :)

[Dylan S Phillips @dylsphillips]

🚀 @Combinely launched! AI Coworker for Accountants

"AI-coworker that helps accountants review & produce work."

🌐 https://t.co/mxJmdy6FqC

Founded by @Tom_inv & @ArthurGranacher

[Tom Invernizzi @Tom_inv]

@GJarrosson @koomen @ArthurGranacher Thanks @GJarrosson!

[Fondo.com @Fondocom]

🚀 @Combinely launched! AI Coworker for Accountants

"AI-coworker that helps accountants review & produce work."

🌐 https://t.co/6Hke0zZ6NB

Congrats @Tom_inv & @ArthurGranacher!!

[START @thestartpod]

🚀 @Combinely launched! AI Coworker for Accountants

"AI-coworker that helps accountants review & produce work."

🌐 https://t.co/iG2Wj0kQZY

Founded by @Tom_inv & @ArthurGranacher

[Pete Koomen @koomen]

Congrats to @Tom_inv and @ArthurGranacher on launching Combinely! These two are using AI to help accountants save time on 'quick' questions from clients that consume 30-40% of every working day. They're solving a problem they understand well thanks to Tom's accounting experience.

[Tom Invernizzi @Tom_inv]

@aicapital_io @ycombinator @Combinely @ArthurGranacher Thanks! Looking forward to building for accountants