Solution
Secure portals and intelligent parsing for advisory and professional services
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.
AI extraction you can audit and trust
Review confidence, exceptions, and source evidence before data moves into accounting, analytics, or compliance systems.
- Field confidence and exception flagging
- Source-document traceability context
- Review-first operational controls
Collect client documents securely with branded portals
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.
Role-Based Access
Control who sees what with granular permissions. Clients upload to their workspace; your team reviews with full visibility.
Auto-Classification
Uploaded documents are automatically categorized—leases, tax forms, invoices, contracts—and routed to the right workflow.
Complete Audit Trails
Every upload, access, and action is logged. Meet compliance requirements with documented chain of custody.
Configurable extraction schemas for advisory workflows
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.
Lease ASC 842 Accounting
Extract commencement dates, payment schedules, renewal options, termination clauses, and discount rates from lease agreements for ASC 842 compliance.
Learn moreTax Document Extraction
Parse K-1s, 1099s, and tax schedules from partnerships with schema mapping to downstream tax preparation workflows.
Contact usAP for Contract Accounting
Automate three-way matching for vendor invoices, field tickets, and purchase orders. Detect duplicates and route to approval workflows.
Learn moreLease Contract AI for Auditors
Analyze lease agreements and JOAs to extract key terms, obligations, compliance triggers, and revenue-sharing provisions with confidence scoring.
Learn moreData Room Contract AI
Process bulk uploads for M&A due diligence with automatic classification, key term extraction, and exception flagging across hundreds of documents.
Learn moreCustom Schema Workflows
Build custom extraction schemas for any document type. Define fields, validation rules, and downstream routing specific to your advisory practice.
Contact usBuilt for professional services firms
Whether 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.
Evaluation guide
Frequently asked questions about consulting document automation software
What types of advisors use Parsepoint for document automation?
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.
How do the secure client portals work?
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.
Can Parsepoint handle ASC 842 lease accounting requirements?
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.
What tax documents can Parsepoint process?
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.
How does the platform support data room due diligence?
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.
What security and compliance features are included?
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.