Choose the client, pick what you're uploading, and we'll read it with AI. Review the rows, then file them against the client.
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Upload a Form 11/12 export from your income tax software and prepare a client-ready summary on your letterhead. Nothing is stored — the letter stays on your screen to edit, print or save as PDF.
Upload a trial balance — PDF, Excel or CSV — and enter the client details. We read the full trial balance and prepare a client-ready profit & loss account and balance sheet on your letterhead. Nothing is stored until you save it.
Every set of management accounts your office has saved. Open one to view, edit or save it again as a PDF.
What the office has spent on Claude for reading documents. The headline figures count every AI call — reads, re-reads, letters and management accounts. For the exact amount billed, and to top up, see your Anthropic console.
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Documents your clients have uploaded through their secure links, waiting to be reviewed. Send one to the extractor to read it, then file it as usual.
Invite colleagues to use the same secure database. Passwords are stored only as encrypted hashes — never in any file, never readable.