Skip to content
JANAIA little clarity goes a long way.
Sign up

Delegate the work.

For small and medium businesses and smaller accounting firms. Delegate time-consuming tax and finance workflows to AI agents. Agents prepare the work. Your team reviews and approves before it goes out.

Free Trial
Personal tax
Business tax
Finances
Accounting
AI agents

SPECIALIZED AI AGENTS

Delegate the tasks.
Free up your team.

Choose an agent for the work taking up your day. Spend less time on tax preparation, cash flow checks, and cleaning up books.

Business

Cash Flow Agent

See cash shortfalls ahead

See cash movement and anticipate potential shortfalls.

Week 3: outflows exceed inflows
Personal + business

Tax Savings Agent

Spot potential tax savings

Find potential deductions and credits for advisor review.

Potential credits flagged for review
Personal + business

Tax Planning Agent

Weigh your tax options

Compare tax options before deciding with your advisor.

Two approaches ready to compare
Business

Books Cleanup Agent

Make sense of messy books

Spot duplicates, missing receipts, and reconciliation differences.

2 possible duplicates to check
Your team decides what gets approved.

Illustrative capabilities from an evolving catalog.

CONNECTED WORKFLOWS

Less back-and-forth.
Keep work moving.

Bring the records together, delegate the preparation, and review the results. Your agents carry the context forward, helping your team avoid repeating work.

HOW THE WORK MOVESIllustrative workflow
  1. 01
    COLLECT

    Find what you need in one place.

    Bring documents and business details together. Original records stay attached to the facts your agents use.

    Less chasing. More context.
  2. 02
    DELEGATE

    Hand off the time-consuming work.

    Assign agents to the tasks your workflow needs. They prepare findings with supporting sources, so your team can spend its time reviewing instead of starting from scratch.

    Less repetition. Clearer handoffs.
  3. 03
    REVIEW

    Review the work, with the context.

    Your advisor receives the findings, sources, and open questions together. Your team decides what is approved and delivered.

    Prepared work. Your final decision.

SECURE BY DESIGN

AI prepares.
Your team decides.

Get help with the preparation without handing over important decisions. Your team reviews the evidence, resolves open questions, and approves what goes out.

Explore advisor review

Review before release

Your team decides what gets approved and delivered.

Evidence stays attached

Sources and assumptions remain part of the work.

Uncertainty stays visible

Missing information and exceptions go to your team.

ADVISOR CHECKPOINTIllustrative preview

Ready for a closer look.

Prepared work. A human decision.

Supporting evidenceOriginal records and source references
Attached
Working assumptionsContext behind the prepared findings
Visible
Open questionsItems needing professional judgment
Review
Awaiting advisor decision

The next step belongs to your team.

ApproveRequest changes
Prepared by AI. Released by people.

ACTIONABLE INTELLIGENCE

Know what needs
your attention next.

Spend less time searching through records. See the details behind the work, understand what is missing, and bring better questions to your advisor.

LESS SEARCHING

Find the details
without digging.

Bring useful facts out of your documents and keep the original records close by, so you can check the details without starting your search again.

Donation receipt
PDF2026
Employment incomeSample T4 slip
DOCUMENT FACTS
The details, connected.
Document typeT4 · Employment income
Tax year2026

Illustrative facts from a sample document

CLEARER DECISIONS

See what supports
the next step.

See the guidance, document facts, and assumptions behind an explanation. Missing details and conflicting information stay visible for your advisor to resolve.

A trail you can followEvery explanation has a starting point.
01Official source contextCRA / Revenu Québec
02Your document facts
03Assumptions & missing details
04Next: confirm missing detailsAdvisor review
ILLUSTRATIVE SOURCE TRAIL

JAN TAX PORTAL

Less chasing.
Clearer next steps.

JAN Tax Portal is where this starts: one place for clients to provide documents, answer questions, and see what their tax or accounting engagement needs next.

PLANNED JOURNEY

Personal tax

Know which tax documents to gather and where to ask questions, with a checklist for your engagement.

Document receivedNext: answer a follow-up
Planned journey
DEMO PREVIEW

Business tax

Bring business tax records and questions together, so your advisor has the context needed to move forward.

Document receivedNext: answer a follow-up
Explore the business demo
PLANNED JOURNEY

Business accounting

Keep bookkeeping tasks and supporting documents together, so missing information is easier to follow up.

Document receivedNext: answer a follow-up
Planned journey

A FEW THINGS YOU MIGHT BE WONDERING.

Let’s clear
things up.

01What can I explore today?

The current demo shows a business workspace, sample documents, source views, and a review queue using illustrative data. Live account access, uploads, and agent execution are in development. The catalog illustrates examples rather than a confirmed launch inventory.

02Can I choose which agents I use?

JAN AI is being designed around a selectable agent catalog. Choose agents for your workflow, from research and document preparation to review and client follow-up. The examples shown are not a fixed limit. Your team controls what gets approved.

03Will I need to replace my existing software?

The planned platform includes a simpler workspace for small businesses and agents that work around existing accounting or ERP systems for larger organizations. These are planned deployment models. The current demo does not provide live integrations or replace your accounting software.

04Can agents turn hours of work into minutes?

That is the goal for suitable preparation tasks. The time needed depends on the workflow, the records provided, and the review required. The pilot will measure results before we publish specific time-saving claims. Important decisions remain with your team or advisor.

05How will I know whether it helps?

The pilot is intended to measure time spent, backlog, turnaround, accuracy, and cost. Those checks will help establish which workflows are worth expanding. No measured savings or ROI results are available in this demo.

06Who approves the work?

JAN AI prepares organized work for professionals. The firm decides what gets approved and delivered. Final professional conclusions remain subject to partner, owner, or advisor approval.

07Who is JAN AI for?

JAN AI serves small and medium businesses and smaller accounting firms. Business teams can delegate repetitive tax and finance administration. Accounting firms can automate preparation to help reduce backlogs, improve turnaround, and make more time for advisory work. JAN Tax Portal is the initial pilot.

MORE TIME FOR YOUR BUSINESS

Delegate the busywork. Get time back.

More time to run your business. More capacity to serve your clients. Start by delegating the tax and finance work slowing your team down.

Free Trial