Solution
Auditors, CPAs, consultants, and legal teams need secure platforms to collect, parse, and route client documents at scale. Parsepoint combines branded client portals with configurable AI extraction to automate lease accounting, tax processing, AP workflows, and contract analysis.
A controls-focused template for workflows where every field needs explainability before downstream posting or compliance reporting.
Operational fit
Secure client portals and AI-powered document parsing for auditors, consultants, CPAs, accountants, and legal teams—with configurable schemas for lease accounting, tax processing, AP automation, and contract analysis.
Parsepoint adapts extraction, validation, and handoff steps to your document mix so teams can scale this workflow with less manual effort.
Stop chasing documents through email and shared drives. Deploy white-label client portals with role-based access, automatic classification, and complete audit trails for every upload.
Control who sees what with granular permissions. Clients upload to their workspace; your team reviews with full visibility.
Uploaded documents are automatically categorized—leases, tax forms, invoices, contracts—and routed to the right workflow.
Every upload, access, and action is logged. Meet compliance requirements with documented chain of custody.
Auditors, CPAs, consultants, and legal teams need extraction that maps to their specific workflows. Configure schemas for lease accounting, tax processing, AP automation, and contract analysis.
Extract commencement dates, payment schedules, renewal options, termination clauses, and discount rates from lease agreements for ASC 842 compliance.
Learn moreParse K-1s, 1099s, and tax schedules from partnerships with schema mapping to downstream tax preparation workflows.
Schedule demoAutomate three-way matching for vendor invoices, field tickets, and purchase orders. Detect duplicates and route to approval workflows.
Learn moreAnalyze lease agreements and JOAs to extract key terms, obligations, compliance triggers, and revenue-sharing provisions with confidence scoring.
Learn moreProcess bulk uploads for M&A due diligence with automatic classification, key term extraction, and exception flagging across hundreds of documents.
Learn moreBuild custom extraction schemas for any document type. Define fields, validation rules, and downstream routing specific to your advisory practice.
Schedule demoWhether you are an auditor processing lease agreements, a CPA handling tax documents, a consultant managing client workflows, or a legal team reviewing data rooms, Parsepoint provides the secure infrastructure and intelligent extraction your practice requires.
Step 1
Clients upload leases, tax documents, invoices, and contracts through branded secure portals with role-based access and automatic classification.
Step 2
AI-powered extraction maps document fields to your specific data models—ASC 842 templates, tax schedules, AP workflows, or custom schemas.
Step 3
Deliver validated, structured data to accounting platforms, ERP systems, and client deliverables with full audit trails and exception handling.
| Approach | Best for | Tradeoff |
|---|---|---|
| Email and shared drive document collection | Very small engagements with minimal documents | No audit trail, version control issues, manual classification |
| Generic document management platforms | Teams needing basic storage and organization | No intelligent extraction or advisory-specific schema support |
| Parsepoint secure portals + document AI | Professional services firms with multi-client advisory workflows | Requires initial schema configuration for custom workflows |
Parsepoint serves auditors, CPAs, tax advisors, management consultants, legal teams, and contract accounting firms. Common use cases include lease accounting (ASC 842), tax document processing, AP automation, and M&A due diligence.
Parsepoint provides branded, white-label portals where your clients can securely upload documents. Portals include role-based access controls, automatic document classification, version tracking, and complete audit logging for compliance.
Yes. Parsepoint extracts lease commencement dates, payment schedules, renewal and termination options, discount rates, and other ASC 842-required fields from lease agreements, outputting structured data ready for lease accounting software.
Parsepoint handles K-1s, 1099s, tax schedules, and supporting documentation common in partnerships and investment structures. Extraction schemas map to downstream tax preparation and accounting workflows.
Parsepoint processes bulk uploads of contracts, leases, and agreements with automatic classification, key term extraction, and exception flagging. Legal and financial teams receive structured summaries with audit trails for M&A transactions.
Parsepoint includes SOC 2 compliant infrastructure, role-based access controls, document encryption, complete audit logging, and secure API integrations. All document processing maintains chain of custody for regulatory and client requirements.
Learn how Parsepoint helps auditors, CPAs, consultants, and legal teams automate lease accounting, tax processing, and contract analysis with secure client portals.
Schedule a demo