RETRIEVAL AUGMENTED GENERATION
YOUR BUSINESS DATA.
INSTANTLY
RETRIEVABLE.
BUILD AN AI THAT KNOWS YOUR BUSINESS — DOCUMENTS, BANK STATEMENTS, TRANSACTIONS, CLIENT RECORDS, AND NOTES — ALL MADE SEARCHABLE AND RETRIEVABLE IN PLAIN CONVERSATION. DAILY SUMMARIES AND ANALYTICS WITH A QUICK CHAT.
DOCUMENT INGESTION PIPELINE
1
FILE UPLOADED AND FLAGGED WITH ★
UPLOAD
2
TEXT EXTRACTED — OCR IF NEEDED (3-STAGE)
OCR
3
CHUNKED AND EMBEDDED INTO VECTORS
EMBED
4
STORED IN QDRANT — READY FOR AI RETRIEVAL
QDRANT
3
OCR STAGES
★
PER-FILE OPT-IN
AUTO
BANK STATEMENTS
PERSONALIZED & BUSINESS DATA COLLECTION
BUILD A MODEL THAT KNOWS YOUR BUSINESS INSIDE OUT
RAG — RETRIEVAL AUGMENTED GENERATION — GIVES YOUR AI ASSISTANT GROUNDED, FACTUAL ANSWERS BY CONNECTING IT TO YOUR ACTUAL DATA. INSTEAD OF RELYING ON GENERAL KNOWLEDGE, IT SEARCHES YOUR SPECIFIC DOCUMENTS, STATEMENTS, AND RECORDS FIRST, THEN GENERATES A RESPONSE BASED ON WHAT IT FINDS.
YOUR AI ISN'T GUESSING. IT'S READING YOUR DOCUMENTS, YOUR TRANSACTIONS, AND YOUR RECORDS — THEN ANSWERING.
- FLAG ANY FILE WITH A STAR TO ADD IT TO THE KNOWLEDGE BASE
- BANK STATEMENTS AUTOMATICALLY EXTRACTED AND CATEGORIZED ON UPLOAD
- COMPARE FINANCIAL DATA ACROSS PERIODS — MONTHS, QUARTERS, YEARS
- DAILY SUMMARIES OF BUSINESS ACTIVITY GENERATED ON REQUEST
- FULL CUSTOMER DOSSIERS RETRIEVED IN A SINGLE QUERY
- WORKS ACROSS DOCUMENTS, TRANSACTIONS, NOTES, AND STATEMENTS
🔊 EXAMPLE PROMPTS
COMPARE MY BANK STATEMENTS FROM THIS MONTH LAST YEAR
RETRIEVES BOTH PERIODS FROM QDRANT → COMPARES REVENUE, EXPENSES, AND NET BALANCE SIDE BY SIDE
SHOW ME MY BIGGEST EXPENSES IN THE LAST 3 MONTHS
QUERIES TRANSACTION RECORDS → RANKS AND GROUPS BY CATEGORY WITH TOTALS
GET ME ALL THE INFORMATION YOU HAVE ON THIS CUSTOMER
PULLS PROFILE, NOTES, DOCUMENTS, INVOICES, AND TRANSACTION HISTORY INTO ONE SUMMARY
GIVE ME A DAILY SUMMARY OF YESTERDAY'S ACTIVITY
RETRIEVES LOG ENTRIES, TRANSACTIONS, AND EVENTS → GENERATES A CONCISE BRIEFING
WHAT DID WE INVOICE TO CLIENTS LAST QUARTER?
LIVE DATABASE QUERY → TOTAL INVOICED, PER CLIENT BREAKDOWN, PAID VS OUTSTANDING
DOCUMENT INGESTION
YOU CHOOSE WHAT THE AI KNOWS
INGESTION IS EXPLICIT AND USER-CONTROLLED. YOU DECIDE WHICH FILES ENTER THE KNOWLEDGE BASE BY FLAGGING THEM WITH A STAR — INDIVIDUALLY OR FOR AN ENTIRE ENVIRONMENT AT ONCE. THE SCANNER PROCESSES FLAGGED FILES AUTOMATICALLY, HANDLING EVERYTHING FROM CLEAN TEXT DOCUMENTS TO SCANNED PHOTOGRAPHS THROUGH A PRODUCTION-GRADE 3-STAGE OCR PIPELINE.
- FLAG INDIVIDUAL FILES OR ALL FILES IN A FOLDER AT ONCE
- SCANNER RUNS AUTOMATICALLY EVERY 15 MINUTES IN THE BACKGROUND
- STAGE 1 — TESSERACT: FAST CPU-BASED OCR FOR STANDARD DOCUMENTS
- STAGE 2 — PADDLEOCR: HIGH-ACCURACY OCR, STRONG FRENCH AND LATIN SCRIPT SUPPORT
- STAGE 3 — VISION MODEL: GPU-ASSISTED EXTRACTION FOR CHALLENGING IMAGES
- STALE AND DELETED FILES AUTOMATICALLY CLEANED FROM THE KNOWLEDGE BASE
FRENCH LANGUAGE FIRST:THE OCR PIPELINE AND EMBEDDING MODEL ARE BOTH TUNED FOR FRENCH AND ENGLISH — ESSENTIAL FOR CANADIAN BUSINESSES WORKING IN BOTH LANGUAGES.
KNOWLEDGE BASE — FILE SELECTION
PDF
SERVICE AGREEMENT
★
PDF
BANK STATEMENT — JAN 2026
★
XLS
FINANCIAL TEMPLATE
★
DOC
PROJECT PROPOSAL
★
★INGESTED
★IN PROGRESS
★NOT FLAGGED
3-STAGE OCR PIPELINE
1
TESSERACTFAST · CPU
STANDARD OCR FOR CLEAN DOCUMENTS. CONFIDENCE ≥ 70 → DONE IMMEDIATELY.
2
PADDLEOCRBETTER ACCURACY · CPU
HANDLES COMPLEX LAYOUTS, FRENCH TEXT, AND LOWER-QUALITY SCANS. CONFIDENCE ≥ 60 → DONE.
3
VISION MODELGPU · AI VISION
AI-POWERED EXTRACTION FOR PHOTOS, HANDWRITING, AND CHALLENGING IMAGES. NEVER LOSES A DOCUMENT.
→
VECTORIZED & STORED IN QDRANTEMBED
BEST AVAILABLE TEXT IS EMBEDDED AND STORED — IMMEDIATELY SEARCHABLE BY THE AI ASSISTANT.
BANK STATEMENT INTELLIGENCE
UPLOAD A STATEMENT. GET STRUCTURED TRANSACTIONS.
BANK STATEMENTS ARE A SPECIAL CLASS OF DOCUMENT IN THE SMBSERVICES RAG PIPELINE. WHEN A STATEMENT PDF IS UPLOADED, IT IS AUTOMATICALLY DETECTED, EXTRACTED BY AN AI MODEL, AND ALL TRANSACTIONS ARE CATEGORIZED AND STAGED FOR REVIEW — BEFORE BEING PROMOTED TO THE LIVE TRANSACTION LEDGER.
- AUTOMATIC BANK STATEMENT DETECTION — BY FILENAME AND CONTENT KEYWORDS
- AI MODEL EXTRACTS ALL TRANSACTIONS WITH DATES, AMOUNTS, AND DESCRIPTIONS
- AUTOMATIC CATEGORIZATION: REVENUE, CREDIT, TRANSFER, PAYMENT, BANK FEES, TAXES, PAYROLL
- TRANSACTIONS STAGED IN A REVIEW QUEUE BEFORE ENTERING THE LIVE LEDGER
- APPROVE, EDIT, OR REJECT INDIVIDUAL TRANSACTIONS BEFORE PROMOTION
- FRENCH AND ENGLISH STATEMENT FORMATS SUPPORTED
NO MANUAL DATA ENTRY. UPLOAD THE PDF — THE AI DOES THE REST, AND YOU REVIEW BEFORE ANYTHING GOES LIVE.
BANK STATEMENT → TRANSACTION PIPELINE
PDF UPLOADED VIA APP OR DIRECT PUSH
STATEMENT DETECTED AUTOMATICALLY BY FILENAME PATTERN OR CONTENT KEYWORDS.
AI MODEL EXTRACTS ALL TRANSACTIONS
UP TO 16,000 CHARACTERS OF STATEMENT TEXT PROCESSED. ALL LINE ITEMS EXTRACTED WITH FULL DETAIL.
DATEDESCRIPTIONAMOUNTCATEGORY
JAN 9MISC PAYMENT — CLIENT A$1,207.24REVENUE
JAN 2MONTHLY SERVICE FEE$6.00BANK FEE
JAN 26ONLINE BANKING TRANSFER$84.56TRANSFER
STAGED FOR REVIEW — YOU APPROVE BEFORE IT GOES LIVE
EVERY EXTRACTED TRANSACTION WAITS IN A REVIEW QUEUE. INSPECT, ADJUST, THEN PROMOTE TO THE LEDGER.
PROMOTED TO LIVE TRANSACTIONS TABLE
APPROVED TRANSACTIONS BECOME PART OF THE PERMANENT LEDGER — AND QUERYABLE BY THE AI ASSISTANT.
EVERYTHING RAG POWERS
A KNOWLEDGE BASE THAT GROWS WITH YOUR BUSINESS
EXPLICIT FILE OPT-IN
YOU CONTROL WHAT ENTERS THE KNOWLEDGE BASE. FLAG FILES INDIVIDUALLY OR BY ENVIRONMENT — THE SCANNER HANDLES INGESTION AUTOMATICALLY ON SCHEDULE.
3-STAGE OCR PIPELINE
TESSERACT → PADDLEOCR → VISION MODEL. EVERY DOCUMENT IS EXTRACTED AT THE HIGHEST QUALITY AVAILABLE — NO DOCUMENT IS EVER LOST TO POOR SCAN QUALITY.
BANK STATEMENT EXTRACTION
UPLOAD A PDF BANK STATEMENT AND THE AI AUTOMATICALLY EXTRACTS, CATEGORIZES, AND STAGES EVERY TRANSACTION FOR YOUR REVIEW BEFORE IT ENTERS THE LEDGER.
DAILY ANALYTICS ON DEMAND
ASK FOR A DAILY BUSINESS SUMMARY, COMPARE PERFORMANCE ACROSS PERIODS, OR TRACK EXPENSE TRENDS — ALL FROM YOUR ACCUMULATED RAG KNOWLEDGE BASE.
FULL CUSTOMER DOSSIERS
ASK FOR EVERYTHING KNOWN ABOUT A CLIENT AND RETRIEVE THEIR PROFILE, DOCUMENTS, NOTES, INVOICES, AND TRANSACTION HISTORY IN A SINGLE RESPONSE.
AUTOMATIC CLEANUP
WHEN FILES ARE DELETED OR DE-SELECTED, THEY ARE AUTOMATICALLY REMOVED FROM THE KNOWLEDGE BASE. STALE AND MISSING FILES ARE FLAGGED FOR REVIEW.