PEO brokers waste hours on manual census entry. Our AI extracts employee data, payroll reports, and benefits documents with 99%+ accuracy—and you can collect documents directly from employers.
Typing employee census data from Excel or PDFs takes hours away from selling and client service.
Employers send census data in dozens of different formats, making standardization a nightmare.
Manual census entry delays proposal turnaround, causing you to lose deals to faster competitors.
Send a secure link to employers to collect their census files, or upload documents yourself. Supports Excel, PDF, CSV, and payroll exports.
Our AI identifies employee names, DOB, hire dates, salaries, job titles, dependents, and more—regardless of format.
Review extracted data and export to standardized census templates for your PEO partners, or download as Excel/CSV.
What took 6 hours per proposal now takes 20 minutes. Respond to RFPs faster and close more deals.
Send a secure link to employers. They upload their files, and you receive extracted data instantly—no back-and-forth emails.
Our AI understands Excel, PDF, ADP, Paychex, Gusto, and custom formats. No more reformatting client data.
Built to HIPAA and SOC 2 standards with AES-256 encryption throughout. Independent attestation in progress.
Our AI is trained to extract structured data from all common PEO and HR documents, regardless of format.
Names, DOB, salaries, hire dates, job titles
Dependent relationships, DOB, SSNs
Earnings, deductions, tax withholdings
Plan elections, coverage levels
Class codes, payroll by classification
Employee handbooks, policy acknowledgments
"We process 40+ PEO proposals per month. Before this platform, census entry took our team 6 hours per proposal. Now it takes 20 minutes. We've cut proposal turnaround time from 2 weeks to 3 days."
"The document collection feature is a game-changer. Clients love that they just upload their files and we handle the rest. We've closed 3 deals this quarter specifically because of our fast turnaround."
PEO brokers handle sensitive employee and dependent data. Our platform is built with security and compliance at the core.
Independent attestation underway with a new compliance partner — details at /security
In transit and at rest, across documents, database, and backups
Postgres row-level security scopes every query to the customer
Free 14-day trial. No credit card required. Extract up to 5 census files free.
Our platform extracts data from employee census files, dependent census data, payroll reports, benefits enrollment forms, workers' compensation applications, and HR policy documents. We support all major PEO and HRIS formats.
Our AI achieves 99%+ accuracy on employee census extraction including names, DOB, hire dates, salaries, job titles, and dependent information. All data is validated and can be reviewed before submission.
Yes! You can send secure document collection links to employers. They upload their files, and you receive the extracted data ready for PEO proposals or enrollments.
Most employee census files (50-200 employees) are processed in under 2 minutes. Larger files may take 3-5 minutes depending on complexity.
Absolutely. We use AES-256 encryption in transit and at rest, with role-scoped access and audit logging. Our infrastructure is built to HIPAA and SOC 2 standards, with independent attestation in progress through our new compliance partner.
Stop wasting time on data entry. Start closing more PEO deals with faster proposal turnaround.
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