Bring the records together.
The intended workflow would organize requested financial records and supporting explanations by period.
More time for your mission.
Less time chasing records.
JAN AI is being designed to support non-profit organizations alongside businesses and tax professionals. The intended workflows would help staff, volunteers and advisors organize financial records and preparation questions without losing their context.
Limited beta · Access by invitation
PLANNED AGENT WORKFLOW
Confirm what is needed
Agree on the preparation scope with your advisor instead of assuming requirements from the organization’s name.
Gather the explanations
The planned workspace would connect requested records with the people and context behind them.
Review the outstanding items
Resolve gaps and confirm the handoff before professional reporting work continues.
Illustrative workflow
English & FrenchPersonal & business contextHuman judgment at the centre
MADE FOR THE WORK IN FRONT OF YOU
Preparation that respects how your organization works.
Records may be spread across program teams, volunteer treasurers and external advisors. Planned support would help assemble the requested information and explain gaps. Non-profit-specific intake and reporting workflows are not available in the current beta.
Make handovers clearer.
Keep outstanding questions visible when staff, volunteers or advisors change.
Keep review with people.
Your organization and advisor determine the applicable requirements and approve professional outputs.
YOUR DEDICATED ASSISTANT Planned
An assistant grounded in your organization’s context.
The intended assistant would help navigate permitted records and open questions. It would not infer a tax status or make reporting decisions on your behalf.
HOW IT COMES TOGETHER
A place for every step.
A simple structure for the information, questions and preparation that matter.
- 01
Confirm what is needed
Agree on the preparation scope with your advisor instead of assuming requirements from the organization’s name.
- 02
Gather the explanations
The planned workspace would connect requested records with the people and context behind them.
- 03
Review the outstanding items
Resolve gaps and confirm the handoff before professional reporting work continues.
BUILT WITH INTENTION
Useful assistance.
Human responsibility.
We are building toward document-aware, source-backed assistance. Your accountant’s judgment stays part of the process.
Extraction and AI assistance are planned, not available in the current beta. Testing uses fictional information only.
A FEW THINGS TO KNOW
Clarity, before you begin.
Does this page mean non-profit reporting is available now?
No. Non-profit-specific workflows are part of the intended direction, not a released beta service.
Does JAN AI assume that every non-profit is a registered charity?
No. Your advisor must confirm the organization’s status and applicable requirements; the product should not assume they are interchangeable.
Can we upload our organization’s real records today?
The current upload beta is restricted to approved operator testing with fictional documents. Join the waitlist for future access information.
THE NEXT CHAPTER
A little clarity goes a long way.
Be part of what comes next. Join the waitlist for JAN AI updates and future access.