Increase Your Team Capacity By Automated PDF Data Extraction

Upload the tax documents or bank statements you want to extract.

Click "Scan" to start the automated process.

Our AI reads and extracts all data accurately in seconds.

The system auto-generates a clean Excel report and organized folders.

Your files are securely saved to your drive of choice.

Process thousands of documents without manual data entry.

You can try the system today for free by requesting a demo below.

[CLAIM YOUR SPOT - 4 LEFT]

The Problem Killing Your Capacity

Your tax manager spent 4 hours today typing W-2 data.

Your senior bookkeeper manually entered 47 PDFs line-by-line.

18+ hours weekly on data entry.

43% of capacity wasted on $10/hour work.

Why You're Capped At 40-50 Clients

1 senior accountant = 40-50 clients max

Not because of skill. Because of extraction.

Every client sends 10-15 PDFs monthly. Paystubs, tax forms, bank statements, QuickBooks exports. Each one structured differently. Your team can't copy-paste. They READ. INTERPRET. EXTRACT. Manually.

So you're stuck:

Can't take new clients without hiring ($65K+ per person)
Can't grow revenue without destroying margins
Can't promote your best people

You're turning away business because you're "at capacity."

[CLAIM YOUR SPOT - 4 LEFT]

Document Flow System™

What Changes:

BEFORE:

18+ hours weekly typing data. 40-50 client max. The "Shoebox to Spreadsheet" nightmare.

AFTER:

The Real-Time AI Pipeline: Watch your documents move through Uploading → Processing → Extracting → Linking → Done. Capacity triples as the system handles the heavy lifting.

What You Get:

5-Step Extraction Pipeline: Real-time visibility from Uploading to final Linking—no black box.
Automated Chronological Filing: Instantly organizes by **Year** and **Period** (Midyear, EOY, Q1-Q4).
High-Fidelity AI Extraction: Built for K-1 Schedules, Paystubs, 1099s, and Bank Statements.
Verification Center: Review only the anomalies. 1.7% error rate vs. the industry standard 12%.
Global Proactive Search: Index every field across every document. Find any value in <1 second.
Done-for-you Setup: Live in 14 days. 3 hours training. Zero tech skills required.

Case Study: Cherokee CPA Services

Processing Capacity

$45k+

Annual Value Unlocked

45s

Per Document (from 8m)

230+

Hours Saved Monthly

"The 'shoebox to spreadsheet' problem was the single biggest constraint on our growth. At billable rates of $75-$100/hour, manual entry was costing us $15k-$20k per month. Using DocFlow, we saved 230+ hours monthly and 4x our processing capacity."

— Cherokee CPA Services

Your Questions Answered

"Will this work with our formats?"

Yes. Reads scans, photos, PDFs. Trained on YOUR templates.

"What if my team won't use it?"

Clients thought so too—until teams realized it makes work faster. They only review the complex 3%.

"What about mistakes?"

1.7% error rate. 95% auto-approved. We flag the rest.

"How long to implement?"

10-14 days. 3 hours training. Done-for-you.

"Is this for my firm?"

If you have 20+ clients and separate data entry, yes.