Document AI
Plan Matrix
Compares retirement plan adoption agreements field by field and checks them against IRS rules. It reads fillable, flattened, and scanned PDFs, maps every field onto one schema, and shows the differences that actually matter in a single matrix.
- extraction backends
- 3
- recordkeeper templates
- 3
- Three extraction backends: PyMuPDF form widgets, OpenCV checkbox detection, and a local Ollama vision model
- Drag-and-drop A/B compare that puts differences first
- Compliance rules written in YAML, each citing the IRC, Treasury Regs, or the base plan document
- Recognizes ADP, Empower, and FIS templates and suggests the matching plan elections