Self-employed? Drop a folder of receipts, statements, and slips. Tell it the order you want in plain English. Get back one clean, ordered PDF to hand your accountant — done in about a minute and a half, all on your own computer.
Yes. You don't set anything up. Put your receipts, statements, and slips (even photos and scans) in one folder, type how you want them ordered, and get one clean PDF to send your accountant. Nothing is uploaded — it all happens on your computer.
Three steps, no jargon.
Receipts, bank statements, T4A, invoices; PDFs, photos, or scans.
Plain English, e.g. “group by month, receipts first.”
Each page traced back to its source. Send it to your accountant.
Those upload your financial documents to a website. PDF Insight runs on your computer — your receipts and statements never leave it. It also reads and sorts by content (not just glues files together), and it speaks Canadian & Québec slips (T4, T4A, RL-1).
No overselling. Here's the honest line.
Reads every page (even scans, EN + FR), sorts and renames, merges into one PDF with a link back to each source.
File your taxes or do your bookkeeping. It gets your pile organized so filing (or handing off to your accountant) is fast.
For self-employed and personal use. 14-day free trial, no card required.
For self-employed and personal use
Are you an accountant or a firm? See the Accountant & Firm plans →
Tap a question to expand.
Yes — in local mode it runs fully offline; nothing is uploaded.
No setup on your part — the local AI is built in.
Yes — on-device OCR reads scans and photos, English and French.
No. Solo is $49 once.
No — it organizes your documents into one clean PDF; you (or your accountant) file.