Document intelligence
Prepare a client file without re-keying every document
AssureConcept is a document analysis and data organization platform: it reads Canadian bank statements, tax slips (T4, T5, RL-1, RL-31), investment statements, insurance policies and mortgage statements, extracts the key fields, classifies each document, and organizes the data into a structured client file that an advisor reviews and validates before it is used. It does not file taxes or place trades; the extracted figures stay estimates the advisor verifies.
Before a client meeting, advisors spend hours re-typing figures off statements and slips. This page shows how to upload those Canadian documents, let AI propose the fields, and move only the verified data into the client profile so the meeting starts from a reviewed file.
Estimates and illustrations are computed using published CRA and Revenu Québec rules and parameters (2026). · Last updated 2026-06-18
Example scenario
Before an annual review, a Québec client sends a Desjardins chequing statement, an RBC investment statement holding RRSP and TFSA balances, a T5 and an RL-1 slip, a mortgage statement and a life-insurance policy. AssureConcept classifies each document, reads the institution, dates, balances, income boxes and coverage amounts, and flags low-confidence fields so the advisor confirms them rather than re-typing the whole file.
Workflow steps
- Upload PDF or image documents (bank, investment, tax slips, insurance, mortgage) into the secure workspace.
- Let the AI detect the institution, document type, dates, balances, T4/T5/RL-1 income boxes and policy details.
- Review each extracted field, correct anything flagged as low confidence, and resolve the items the AI could not read.
- Approve the verified data so it is organized into the client profile, then move on to the meeting.
Expected outcome
The advisor walks into the meeting with a reviewed balance sheet, an income summary built from the slips, registered-account balances (REER, CELI, REEE) and a document trail showing where every figure came from.
FAQ
Does the AI replace advisor review?
No. The AI proposes the extracted fields to accelerate preparation; the advisor reviews, corrects and validates every value before it enters the client file.
Which Canadian documents can it read?
Bank and investment statements, tax slips (T4, T5, RL-1, RL-31), RRSP/TFSA/RESP statements, insurance policies, mortgage statements and pay slips.
Are there limits, and how is the data protected?
It organizes data from documents; it does not file taxes, request insurance quotes, or approve loans. Files are processed over HTTPS/HSTS and handled in line with Quebec's Law 25 and PIPEDA, and the extracted figures remain estimates the advisor must verify before use.
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Prepare this workflow in AssureConcept
Use the secure application for real client files, reviewed documents, and advisor-ready reports.