Auto-Categorize Assets and Liabilities
Problems we help you solve
Manually sifting through boxes of client paper
Missing key financial/property documents
Slow inventory creation
Custom applications built to solve your specific challenges
OCR and entity recognition for financial/property documents
Automated categorization into Asset/Liability/Tax buckets
Everything you need in one complete package
Secure document vault
AI-extracted summary data
Flagging of missing required documents
Examples of what we can build for you
Lists all known bank accounts, investments, and real estate
Flags missing tax returns or insurance policies
We use modern, proven technologies
Real impact on your business metrics
Starting at $400/estate
Delivered in just 7 weeks • Fixed pricing • No hidden fees
We understand your needs and create a detailed plan (Days 1-3)
We build your app with daily updates (Days 4-12)
We test, polish, and deploy your app (Days 13-15)
Yes! We use modern frameworks and our extensive experience to deliver production-ready apps in 15 days. We focus on your core features and launch fast, then iterate based on user feedback.
We include 30 days of post-launch support for bug fixes and minor adjustments. For major feature additions, we offer ongoing maintenance packages.
Yes! We've built applications for various estate document sorting businesses. We understand the unique challenges and requirements of your industry.
After launch, you own all the code. We provide documentation and training. We're also available for ongoing support, maintenance, and feature additions.
Book a free consultation to discuss your project. No commitment required.
Schedule Your Free CallTrusted by 10+ companies • 11+ projects shipped • 15-day delivery guarantee