Document Intelligence

Upload docs. Find the missed money.

K-1, 1040, P&L, rent roll, term sheet, operating agreement — drop in up to 10 files at once. Your advisory team extracts every number, flags missed deductions, weak covenants, hidden fees, and hands you a checklist to bring to your CPA or attorney.

Document type

Files (PDF or image · max 15MB each · up to 10)

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PDF, JPG, PNG, WEBP · multiple files supported

Files are processed by our advisory engine and not stored. Educational analysis — always confirm with your CPA/attorney.