AI for financial firms that run more than one business
Several entities under one roof, each with its own walls. Payvo will read, check and prepare the documents behind the work, and show where every number came from.
Read only by design. Every figure sourced. Nothing used to train AI.
Multi entity
Walls between every entity
Access set by role, entity and file
Bring an advisor into one file, then close it
What it will do
The work Payvo will take off your desk
Read and check returns
Read up to three years of a client's tax returns, check they tie out, and fill your own spreadsheet.
Check finished work
Compare a spreadsheet someone already built against the returns, and list every difference.
Review statements
Check financial statements for errors before they leave the firm.
Package checklist
See what's still missing before a client package goes out.
How it works
From a stack of documents to checked, sourced work
Bring the documents into one file
Upload a client's returns and statements. Each file will have its own access list from the moment it's created.
Every document listed with its type, fiscal year and who uploaded it.
Digital returns go straight to reading. Scans get flagged for a person to confirm, never read silently.
Only the people on a file's list will be able to see it or anything in it.
Read every line, with its source
Payvo will read the balance sheet and income statement from a digital T2 and map each line to its GIFI code. In the first version, no AI model sees your client figures.
Every figure keeps the document, page and line it came from.
Load three fiscal years for a client into one view.
A return in a format Payvo hasn't seen gets flagged for a person, never guessed.
Check that the numbers tie out
Before anything reaches your spreadsheet, Payvo will run the checks an analyst would. Each one ends in pass, fail or cannot verify.
Assets equal liabilities plus equity, with every input shown.
Every subtotal is added back up, and any that don't match are listed.
Last year's closing balances match this year's opening ones, line by line.
Prepare the work, then a person approves it
Payvo will fill your own spreadsheet, calculate ratios in code and list anything it couldn't verify. Nothing goes anywhere until someone on your team signs off.
The output lands in the spreadsheet your team already uses.
Each ratio shows its formula and inputs. AI never does the math.
Payvo prepares the work. It never sends, submits or moves money.
Our standard
0
Client figures sent to an AI model in the first version. Reading, checking and ratios all run in code.
Every figure
Traced to the document, page and line it came from.
You decide
How long each file is kept, with a receipt when it's deleted.
Security and privacy
Read only
Payvo will read and prepare. It won't send, submit or move money.
Your written OK first
Our team won't open a file until you say yes in writing.
Every open logged
Each time someone opens a file, it will show in your own log.
Not used to train AI
Nothing you upload will be used to train an AI model.