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IDT Solution
IDT designed and deployed a private-by-design AI-powered employee assistance chatbot using AWS-native services. Accounting data from IECA is securely synchronized to Amazon S3 within the customer’s AWS account, creating a mirrored dataset that remains fully isolated from production systems. The assistant leverages Amazon Q Business to deliver natural-language search, summarization, and insight generation across the synchronized data.
Strict access controls and encryption are enforced using AWS IAM and AWS KMS, ensuring data security, governance, and tenant isolation. By operating entirely within the customer’s AWS environment, the solution eliminates exposure to production systems while providing a clear, scalable path from proof of concept to production deployment.
AI-POWERED EMPLOYEE ASSISTANCE CHATBOT ON AWS FOR IECA ACCOUNTING SYSTEM (POC)
Executive Summary
New Angle Systems LLC develops IECA, an accounting system used by finance teams to manage operational and financial data. As data volumes grow and reporting requirements become more demanding, users increasingly face inefficiencies when searching records, compiling summaries, and preparing audit-related information within IECA.
To address these challenges, New Angle Systems partnered with Innovative Digital Transformation LLC (IDT) to design and deploy an AI-powered employee assistance chatbot on AWS. The solution provides secure, conversational access to a mirrored copy of IECA accounting data stored within the customer’s AWS environment. Built as a proof of concept with a clear path to production, the solution enables natural-language search, summarization, and insight generation—without accessing production IECA systems or allowing data to leave the customer’s AWS tenant.
AI-POWERED EMPLOYEE ASSISTANCE CHATBOT ON AWS FOR IECA ACCOUNTING SYSTEM (POC)
Executive Summary
New Angle Systems LLC develops IECA, an accounting system used by finance teams to manage operational and financial data. As data volumes grow and reporting requirements become more demanding, users increasingly face inefficiencies when searching records, compiling summaries, and preparing audit-related information within IECA.
To address these challenges, New Angle Systems partnered with Innovative Digital Transformation LLC (IDT) to design and deploy an AI-powered employee assistance chatbot on AWS. The solution provides secure, conversational access to a mirrored copy of IECA accounting data stored within the customer’s AWS environment. Built as a proof of concept with a clear path to production, the solution enables natural-language search, summarization, and insight generation—without accessing production IECA systems or allowing data to leave the customer’s AWS tenant.
New Angle Systems LLC
Case Study
The Challenge
Finance users—including accountants, bookkeepers, and analysts—spend significant time manually searching across IECA records, running repetitive lookups, and assembling report summaries. These manual processes slow close cycles, delay reconciliations, and increase effort during month-end reporting and audits. The lack of conversational access and on-demand summarization further contributes to inefficiencies and inconsistent responses to internal and external requests.
New Angle Systems required a secure, AWS-native approach that would allow users to retrieve, summarize, and analyze accounting data instantly while keeping production systems fully isolated. The objective was to reduce manual effort, shorten reporting timelines, and strengthen audit readiness—starting with a controlled proof of concept and extending toward a production-ready architecture.
The Challenge
Finance users—including accountants, bookkeepers, and analysts—spend significant time manually searching across IECA records, running repetitive lookups, and assembling report summaries. These manual processes slow close cycles, delay reconciliations, and increase effort during month-end reporting and audits. The lack of conversational access and on-demand summarization further contributes to inefficiencies and inconsistent responses to internal and external requests.
New Angle Systems required a secure, AWS-native approach that would allow users to retrieve, summarize, and analyze accounting data instantly while keeping production systems fully isolated. The objective was to reduce manual effort, shorten reporting timelines, and strengthen audit readiness—starting with a controlled proof of concept and extending toward a production-ready architecture.
The Challenge
Finance users—including accountants, bookkeepers, and analysts—spend significant time manually searching across IECA records, running repetitive lookups, and assembling report summaries. These manual processes slow close cycles, delay reconciliations, and increase effort during month-end reporting and audits. The lack of conversational access and on-demand summarization further contributes to inefficiencies and inconsistent responses to internal and external requests.
New Angle Systems required a secure, AWS-native approach that would allow users to retrieve, summarize, and analyze accounting data instantly while keeping production systems fully isolated. The objective was to reduce manual effort, shorten reporting timelines, and strengthen audit readiness—starting with a controlled proof of concept and extending toward a production-ready architecture.
The Benefits
New Angle Systems now has a validated AI-powered solution that demonstrates how conversational access to accounting data can significantly reduce manual search and reporting effort. Finance teams can retrieve relevant information, generate summaries, and gain insights more quickly—accelerating close cycles, reconciliations, and audit preparation.
The private-by-design architecture minimizes operational risk while establishing a foundation for production adoption. As a result, New Angle Systems gains a scalable, secure capability to enhance productivity, improve reporting efficiency, and deliver greater value to users of the IECA accounting system.
IDT implemented a secure AWS POC that enables conversational access to IECA accounting data without impacting production systems. The assistant returns rapid, contextual answers and report summaries, minimizing manual searches and shortening reporting cycles. We’re impressed by IDT’s private-by-design methodology and the clear, compliant path to scale.
Eric Saito, Principal New Angle Systems LLC
