Automatic Document Extraction with AI for CPAs
Extract data from documents automatically with AI. AI Integrated into Document Management to automate document extraction for CPAs and accounting firms.
BrightAssistant, your AI assistant, is equipped with the capability to automatically identify uploaded documents and extract data from them.
Here's how it works:
- Go to the Client Home.
- Click on the Document Tab.
- Upload the document.
- Auto Tagging: AI will recognize the document type and assign appropriate tags.
- Click on "View" in the same row to see the extracted data in a popup.
- 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:
- Receipt
- Invoices
- 1099
- 1120
- 1120 S
- 1098
- 1099 Div
- 1095
- 1040
- 1065
- Bank Statements (upcoming)
- Credit Card Statements (upcoming)
- Schedule K1
- 1099 Others
Do I need Practice Automation Software for my firm, or can I use generic CRM software?
When it comes to choosing software for accounting firms, the choice between general CRM software and domain-specific practice management software depends on the needs of the firm.
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