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Vectis Consulting|Demo Preview
April 24, 2026 Client Demo

AI Business Automation

Two live demos showing how AI eliminates manual data entry across your accounting firm and senior living facilities.

40+
Hours saved per week
100%
Manual re-entry eliminated
2
Demos ready for April 24
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Demo 1

Senior Living Intake

Automated resident onboarding

Upload a prospect's intake form. AI checks eligibility, generates a PDF intake packet, and updates the CRM — all without manual data entry.

Workflow

  1. 1Upload intake form
  2. 2AI eligibility check
  3. 3PDF packet generated
  4. 4CRM auto-updated
  5. 5Status email sent
Launch Demo →
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Demo 2

W-2 Tax Filing

AI-powered return preparation

Upload a W-2 and brokerage statement. AI extracts all fields, populates Form 1040, generates required schedules, and exports ProSeries-ready data.

Workflow

  1. 1Upload W-2 PDF
  2. 2AI extracts all fields
  3. 31040 auto-populated
  4. 4Schedules B & D generated
  5. 5Export for ProSeries
Launch Demo →

Vectis Consulting LLC · vectisco.ai · All demos use synthetic data only