Business
Cash Flow Agent
See cash shortfalls ahead
See cash movement and anticipate potential shortfalls.
Week 3: outflows exceed inflows
A little clarity goes a long way.
Delegate the work.
Built for businesses, independent professionals, accountants, and tax preparers. Delegate time-consuming tax and finance workflows to specialized AI tax agents. Agents prepare the work. Your team reviews and approves before it goes out.
Personal tax
Sales 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.
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
Explore personal, business, and corporate tax options 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
- 01COLLECT
Find what you need in one place.
Bring tax slips, business records, and corporate financial statements together. Original records stay attached to the facts your agents use.
Less chasing. More context. - 02DELEGATE
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. - 03REVIEW
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 reviewReview 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
AttachedWorking assumptionsContext behind the prepared findings
VisibleOpen questionsItems needing professional judgment
ReviewAwaiting 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 SEARCHINGFind the details
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 DECISIONSSee what supports
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 TRAILJAN TAX PORTAL
Less chasing.
Clearer next steps.
Our vision is a complete workflow from client intake to filing, for personal tax, sales taxes, and corporate tax. Agents coordinate the work across each stage. Your team reviews and approves the final return.
PLANNED JOURNEY
Personal tax
From client intake and tax slips to reconciliation, deductions, return preparation, and review. Agents move the file forward, with your advisor’s approval before filing.
Document receivedNext: answer a follow-up
DEMO PREVIEW
Sales taxes
From GST/HST and QST records to transaction reconciliation, return preparation, review, and filing. Agents will coordinate each reporting period, with your team approving the final work.
Document receivedNext: answer a follow-up
PLANNED JOURNEY
Corporate tax
From company intake and financial statements to reconciliation, corporate tax preparation, review, and filing. Agents carry the file through each stage, with final approval from your accounting team.
Document receivedNext: answer a follow-up
PLANNED JOURNEY
Business accounting
From invoices and bank records to categorization, reconciliation, and financial reporting. Agents prepare the books and year-end handoff, with your team reviewing and approving the results.
Document receivedNext: answer a follow-up
A FEW THINGS YOU MIGHT BE WONDERING.
Let’s clear
things up.
01What can I explore today?
The invitation-only beta includes account access, personal tax, sole proprietor and sales tax questionnaires. Document uploads are restricted to operator testing with fictional records. Extraction and AI assistance are still being developed. The agent catalog shows the broader direction, not a confirmed launch inventory.
02Will JAN AI support corporate tax?
We’re building a complete corporate tax workflow, from intake and document collection through reconciliation, tax preparation, professional review, and filing. Agents will coordinate the work, with your accounting team approving the final return. Corporate preparation, calculations, and filing are not available in the current beta. Explore our Corporations page or join the waitlist to learn more.
03Can 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.
04Will 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.
05Can 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.
06How 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.
07Who 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.
08Who 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.
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.
Join the waitlist