Custom Solutions
Custom solutions, built around your firms specific needs
For accounting firms, bookkeeping practices, and finance teams whose document volume or formats outgrow a one-size-fits-all parser.
The standard WhizIntell parser handles common invoices, bank statements, and credit card statements out of the box. When your firm needs something more - a non-standard format, a connection to your existing systems, or help figuring out what to automate first - our custom solutions team builds it around your workflow.
Services
Four ways we help firms
Pick one or combine them as your workflow requires.
Custom Parsers
Extraction built for document formats the standard tool doesn't support.
System Integration
Connect extracted data directly into your accounting software or internal tools.
Bulk & Historical Processing
One-time or recurring processing of large document backlogs.
Advisory
Not sure what solution you need? We'll assess your process and recommend the most suitable approach.
How It Works
How it starts
Most engagements begin with a short scoping call, then move into a clear proposal and implementation plan.
Scoping call
Tell us about your documents, current workflow, and what's not working. No cost, no obligation — this is a conversation, not a sales pitch.
Proposal
We send a clear scope and quote based on what you need — priced to the engagement, not a recurring subscription.
Build & test
We build against your real documents and validate accuracy before anything goes live, so you're not troubleshooting after rollout.
Handoff & support
You get a working solution, plus support if your document formats or systems change down the line.