Sort a client's tax PDFs into one ordered, merged filing in ~100s — 100% local on Mac or Windows. Nothing leaves your machine. Built for T4, RL-1, T4A, T5.
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I built PDF Insight after watching accountants lose real time just sorting client tax documents before any actual accounting work could happen. The important constraint: the AI runs locally with Ollama by default, so sensitive slips and receipts do not leave the machine. I would love feedback from accountants, bookkeepers, and local-first AI builders on the workflow and edge cases.
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