PDF Insight vs Plansera AI, E

This is what PDF Insight does to a real client's pile: it reads, classifies and merges every slip into one correctly-ordered file.

AI intake that reads your client’s evidence, checks E-2 eligibility, and produces a submission-ready, designed business plan, flat $100 per plan.

About PDF Insight

This is what PDF Insight does to a real client's pile: it reads, classifies and merges every slip into one correctly-ordered file. The full run happens on your own machine, so client files never leave your computer. Self-employed: turn a year of receipts and statements into one clean PDF to send your accountant. PDF Insight reads and classifies every document, even scanned pages, orders them your way, lets you review, and exports one clean merged file.

About Plansera AI, E

AI intake that reads your client’s evidence, checks E-2 eligibility, and produces a submission-ready, designed business plan, flat $100 per plan. An AI paralegal interviews your client in plain language and ingests their bank statements, leases and invoices, extracting figures, source-of-funds and use-of-funds automatically. Review the eligibility check, generate, and download the finished plan as PDF and Word. One example plan is in your dashboard to explore first. Every plan is checked against the core E-2 adjudication standards and rendered as a designed PDF with financial tables and charts, plus an editable Word version.