Automatic Document Extraction with AI for CPAs

BrightAssistant, your AI assistant, is equipped with the capability to automatically identify uploaded documents and extract data from them.

Here’s how it works:

1. Go to the Client Home.
2. Click on the Document Tab.
3. Upload the document.
4. Auto Tagging: AI will recognize the document type and assign appropriate tags.
5. Click on “View” in the same row to see the extracted data in a popup.
6. You can download the extracted data in an Excel format.

BrightAssistant, your AI assistant, is equipped with the capability to extract data from the following documents:

1. Receipt
2. Invoices
3. 1099
4. 1120
5. 1120 S
6. 1098
7. 1099 Div
8. 1095
9. 1040
10. 1065
11. Bank Statements (upcoming)
12. Credit Card Statements (upcoming)
13. Schedule K1
14. 1099 Others