ProductDocument Automation
Turn client documents into review-ready forms.
Rima reads financial documents, maps the relevant values into 433-F, 433-B, and 433-A (OIC) forms, and flags gaps for the case manager to review.
- Reads bank statements, transcripts, loan statements, utility bills, and intake forms
- Maps extracted values into the correct IRS collection-form fields
- Flags missing or inconsistent supporting information for review
Review the source beside the extracted data
- Review the source and extracted values together
- Correct transactions before approval
- Preserve the source-to-output relationship
Extract and map transcript data
- Identify the document and tax period
- Extract structured transcript data
- Map records to the relevant form types
From source document to case-manager review
01 / Read
Extract the relevant values
Process bank statements, tax transcripts, loan statements, utility bills, intake forms, and other supporting documents page by page.
02 / Map
Populate the correct form fields
Apply the firm’s rules and edge-case exceptions while placing values into the appropriate sections of the selected IRS collection form.
03 / Review
Surface missing support
Flag incomplete or inconsistent information so the case manager can verify the source, resolve gaps, and prepare the form for enrolled-agent review.
Bring one of your firm’s forms.
See how Rima handles the source documents, field mapping, and review steps in your process.