Help Centre
Quick answers, setup guidance, and policy details.
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Video Tutorials
Step-by-step walkthroughs on YouTube
Video tutorials coming soon
Step-by-step guides will be available here
Getting Started
Everything you need to know to get up and running with our platform.
Most of our customers use Google Workspace, and our system is designed within the Google ecosystem for authentication and processing. This setup ensures reliability and simplicity.
No. You will be asked to link a Google account specifically for Google Drive processing. This can be different from your sign-up account—some users prefer a dedicated account for document processing. Whichever account you decide to use, if you have a shared drive setup, you can select to upload in a folder in that drive for easy cross account accessibility.
Yes. This is especially useful for teams. The linked Google Drive account must have adequate permissions (create folders and files). For best results, we recommend that the linked account is the owner/creator of the Shared Drive.
No. You can use a single user account but need to make sure your team members are setup as Approved Senders. Each team member can forward emails to our intake account, and their attachments will be processed. Note: Number of Approved Senders are limited based on your plan.
Security & Data Handling
How we protect your data and ensure compliance with privacy standards.
No. Files are securely stored during processing, then promptly deleted. For more details, see our Privacy Policy.
We only use Canada-based resources for data storage.
Access is required to organize client folders and upload processed documents. See our Privacy Policy for more details.
Yes. Since you are receiving files from your customers, all files are scanned for malware and viruses before being processed and uploaded to your Google Drive.
Supported Documents
What we classify, how files are named, and which fields land in your customer summary.
| Document | Category | Filename format | Extracted to summary |
|---|---|---|---|
| Income Statement | Income | {Business Name}_Income Statement_{Year} | Business Name, Net Income Amount, Year |
| Job Letter | Income | {Name}_Job Letter_{Date} | Full Name, Employer Name, Job Start Date, Date of Letter, Job Position |
| Notice of Assessment | Income | {Full Name}_NOA_{Year} | Tax year, Full Name |
| Paystub | Income | {Name}_Paystub_{Start Date}-{End Date} | Full Name, Start Date, End Date, Pay Period |
| T1 General | Income | {Full Name}_T1_{Year} | Full Name, Tax Year, Total Income (or Adjusted Gross Income) |
| T4 | Income | {Full Name}_T4_{Year} | Year, Full Name |
| Balance Sheet | Assets | {Business Name}_Balance Sheet_{Date} | Business Name, Date |
| Bank Statement | Assets | {Full Name}_Bank Statement_{Start Date}-{End Date} | Full Name, Bank Name, Start Date, End Date, Current Balance |
| Credit Report | Liabilities | {Name}_Credit Report_{Date} | Flagged Missed Payments, Credit Agency, Credit Score, Date, Full Name, Installment Debt Total, Revolving Debt Total, Total Payments |
| Mortgage Statement | Liabilities | {Property Address first 10 characters}_Mortgage Statement_{Year} | Full Name, Property Address, Mortgage Lender, Mortgage Amount, Monthly Mortgage Payment, Year, Maturity Date, Interest Rate, Loan Term Type, Payment Type |
| Builder Purchase Agreement | Property | {Property Address first 10 characters}_Builder Agreement | Full Name, Property Address, Date of Purchase, Purchase Price, Deposit Amount, Property Type |
| Lease | Property | {Property Address first 10 characters}_Lease_{Year} | Property Address, Monthly Rent Amount, Year, Tenant Names, Lease Term Length, Security Deposit Amount, Owner |
| Mortgage Approval | Property | {Property Address first 10 characters}_Mortgage Approval_{Year} | Full Name, Property Address, Mortgage Lender, Mortgage Amount, Monthly Mortgage Payment, Year, Maturity Date, Interest Rate, Loan Term Type, Payment Type |
| Other Purchase Agreement | Property | {Property Address first 10 characters}_Purchase Agreement | Full Name, Property Address, Date of Purchase, Purchase Price, Deposit Amount, Property Type, Maintenance |
| Property Tax Statement | Property | {Property Address first 10 characters}_Property Tax Statement_{Year} | Property Address, Annual Property Tax, Year, Owners |
| Drivers License | Identity | {Full Name}_DriversLicense | Full Name |
| Passport | Identity | {Full Name}_Passport | Full Name |
| Articles of Incorporation | Business | {Business Name}_Articles of Inc_{Year} | Business Name, Year, Directors, Corporation Owners |
| Business License Identification | Business | {Business Name}_Business License Identification_{Year} | Business Name, Year |
Income Statement
Income- Filename format
- {Business Name}_Income Statement_{Year}
- Extracted to summary
- Business Name, Net Income Amount, Year
Job Letter
Income- Filename format
- {Name}_Job Letter_{Date}
- Extracted to summary
- Full Name, Employer Name, Job Start Date, Date of Letter, Job Position
Notice of Assessment
Income- Filename format
- {Full Name}_NOA_{Year}
- Extracted to summary
- Tax year, Full Name
Paystub
Income- Filename format
- {Name}_Paystub_{Start Date}-{End Date}
- Extracted to summary
- Full Name, Start Date, End Date, Pay Period
T1 General
Income- Filename format
- {Full Name}_T1_{Year}
- Extracted to summary
- Full Name, Tax Year, Total Income (or Adjusted Gross Income)
T4
Income- Filename format
- {Full Name}_T4_{Year}
- Extracted to summary
- Year, Full Name
Balance Sheet
Assets- Filename format
- {Business Name}_Balance Sheet_{Date}
- Extracted to summary
- Business Name, Date
Bank Statement
Assets- Filename format
- {Full Name}_Bank Statement_{Start Date}-{End Date}
- Extracted to summary
- Full Name, Bank Name, Start Date, End Date, Current Balance
Credit Report
Liabilities- Filename format
- {Name}_Credit Report_{Date}
- Extracted to summary
- Flagged Missed Payments, Credit Agency, Credit Score, Date, Full Name, Installment Debt Total, Revolving Debt Total, Total Payments
Mortgage Statement
Liabilities- Filename format
- {Property Address first 10 characters}_Mortgage Statement_{Year}
- Extracted to summary
- Full Name, Property Address, Mortgage Lender, Mortgage Amount, Monthly Mortgage Payment, Year, Maturity Date, Interest Rate, Loan Term Type, Payment Type
Builder Purchase Agreement
Property- Filename format
- {Property Address first 10 characters}_Builder Agreement
- Extracted to summary
- Full Name, Property Address, Date of Purchase, Purchase Price, Deposit Amount, Property Type
Lease
Property- Filename format
- {Property Address first 10 characters}_Lease_{Year}
- Extracted to summary
- Property Address, Monthly Rent Amount, Year, Tenant Names, Lease Term Length, Security Deposit Amount, Owner
Mortgage Approval
Property- Filename format
- {Property Address first 10 characters}_Mortgage Approval_{Year}
- Extracted to summary
- Full Name, Property Address, Mortgage Lender, Mortgage Amount, Monthly Mortgage Payment, Year, Maturity Date, Interest Rate, Loan Term Type, Payment Type
Other Purchase Agreement
Property- Filename format
- {Property Address first 10 characters}_Purchase Agreement
- Extracted to summary
- Full Name, Property Address, Date of Purchase, Purchase Price, Deposit Amount, Property Type, Maintenance
Property Tax Statement
Property- Filename format
- {Property Address first 10 characters}_Property Tax Statement_{Year}
- Extracted to summary
- Property Address, Annual Property Tax, Year, Owners
Drivers License
Identity- Filename format
- {Full Name}_DriversLicense
- Extracted to summary
- Full Name
Passport
Identity- Filename format
- {Full Name}_Passport
- Extracted to summary
- Full Name
Articles of Incorporation
Business- Filename format
- {Business Name}_Articles of Inc_{Year}
- Extracted to summary
- Business Name, Year, Directors, Corporation Owners
Business License Identification
Business- Filename format
- {Business Name}_Business License Identification_{Year}
- Extracted to summary
- Business Name, Year
Showing 19 document types. Don't see one you need? Let us know.
Document Processing
Details on file types, accuracy, and how our AI engine works.
Currently: PDF, JPEG, GIF, TIFF, and HEIC.
Our goal is to ensure your documents are always uploaded to your Google Drive. If a document cannot be classified, the file transfer may not count toward your quota. However, we reserve the right to retroactively adjust quotas if policy abuse is detected (see Terms).
Yes. We will continue to add new document types based on customer needs.
We use leading AI vision models for document processing. Our system currently achieves 90%+ accuracy, and we continue to fine-tune it for even greater precision. However, accuracy may be affected by the quality of scans or images, so we recommend that users always validate numbers and details before submitting applications.
Plans & Quotas
Understanding your limits and how to manage your subscription.
Any document that is successfully processed through our classification and extraction engine, and then uploaded to your Google Drive, is counted toward your monthly quota. If a document cannot be processed due to an error, it will not count against your quota—even if it was uploaded to your Google Drive.
Yes. Top-up packs are available for all paid plans. Top-ups apply only to the current billing cycle and do not carry forward.
We reserve quota for each upload link you generate, so you won't run out of quota while a link is live. Reserved quota is released once a link expires or is deactivated. To manage quota effectively, set realistic Max File Count limits and deactivate links once they're no longer needed.
Our goal is to ensure your documents are always uploaded to your Google Drive. If a document cannot be classified, the file transfer may not count toward your quota. However, we reserve the right to retroactively adjust quotas if policy abuse is detected (see Terms).
Integrations
Connecting our platform with your existing workflow and tools.
Yes. Based on customer demand, we will expand our integrations while staying true to our vision of adapting technology to meet customers where and how they work.
Troubleshooting
If you run into an issue, contact support and we'll help you resolve it quickly.
Couldn't find what you were looking for in the FAQs? Contact support@cognitivecogs.com for assistance.
Still need help?
Contact support@cognitivecogs.com and we'll point you to the fastest path.