Extract client data from documents, populate FAIS compliance forms automatically, and generate compliant packages — all from your desktop.
One desktop application that handles the entire compliance workflow
Upload ID documents, bank statements, and source documents. Our regex engine extracts 31+ South African data points automatically.
Upload any PDF compliance template. AcroForm fields are automatically mapped to client data fields — no manual setup required.
Review and edit all extracted data before generating forms. Full control over every field with confidence indicators.
Built specifically for the South African FAIS regulatory framework. Understands RSA ID numbers, FICA requirements, and FSP declarations.
Install on Windows or Mac. Your client data stays on your machine in a local SQLite database — no cloud storage of sensitive data.
Full client database with search, versioning, and document history. Manage your entire practice from one application.
From raw documents to completed compliance packs
Add your firms PDF compliance templates. The system analyses AcroForm fields and maps them to client data fields.
Upload ID documents, bank statements and other source documents. Data is extracted automatically using SA-specific patterns.
Review extracted data, make corrections, then generate populated compliance forms ready for client signature.
Start with a free trial. No credit card required.
No credit card required. Download the app and start automating your compliance workflow today.