General business documents
Global. Invoices, Receipts, Purchase orders, Bank statements, Contracts…
Early access for Canadian accounting and bookkeeping practices who collect slips, receipts, returns and CRA correspondence; join the waitlist.
Each pack ships document types, extraction schemas, validation rules, smart folders and sample questions.
Global. Invoices, Receipts, Purchase orders, Bank statements, Contracts…
Canada. T1 income slip, Deduction / credit receipt, T2 corporate return, GST/HST return, Payroll remittance…
The pack ships document types for T1 income slips, deduction and credit receipts, T1 and T2 return file copies, T5013 partnership returns, GST/HST returns, payroll remittances and year-end summaries, records of employment, Revenu Quebec slips, assessment and reassessment notices, CRA and Revenu Quebec letters and expense support. Starter schemas extract the fields for each type, and English and French keywords support bilingual documents. Lenders who only need income verification should use the mortgage pack.
Early-access packs are built from official CRA guidance. They have not been validated on production customer documents, and forms and fields are being confirmed with early customers. Due dates are extracted only when printed on a document; the pack does not calculate deadlines.
Each extracted value has a confidence score. Fields below your threshold, failed checks and unrecognised documents go to a human review queue, where a reviewer compares the source with the extracted data, corrects it and approves. Every action is recorded in an audit log.
Bring a few sample documents (synthetic or redacted) and we will show the extraction, review and search end to end.