AI that reads, sorts and checks what clients upload
Automatically recognizes document types, pulls out key details and flags what is missing, so your team starts work with a complete file.
$115.20 per user / year
What Document Intelligence does
Auto-classify
Recognises common tax, payroll, bank and policy documents.
Key details
Pulls out names, dates and amounts for review.
Missing items
Flags documents still needed for the job.
Human review
Your team confirms every extracted value.
Private by design
Documents stay within your firm’s workspace.
Usage limits
AI use metered and capped per firm.
Where firms get value first
- Sort hundreds of tax documents faster
- Check loan files for missing papers
- Spend less time on data entry
Firms that use Document Intelligence
Questions about Document Intelligence
When will Document Intelligence be available?
Document Intelligence is planned after our first modules. Join the waitlist to be told when it opens and to help shape it.
How much does it cost?
$115.20 per user per year ($9.60 per user per month, billed yearly). The minimum for any firm is $470.40 per year across all modules.
Is there a free trial?
No free plan or trial. Clients of our growth services can choose one module, such as this one, free for 6 months.
Does it work with other modules?
Yes. Every module shares the same client records, so adding more modules later needs no setup or data moves.