Meet self-healing reconciliation
This is our biggest release yet. Say hello to self-healing reconciliation: the engine now checks every statement against its own math, and when the numbers do not hold up, it fixes them on its own. We also launched new plans and a simpler credits model. Here is everything that shipped, plus a look at what is landing next.
Self-healing reconciliation
A number is only as good as the page it came from. Reconciliation checks every account on every statement against the statement's own math: the beginning balance, plus every transaction with its sign, should land on the ending balance to the cent. When it balances, you know the extraction is complete and correct for that cycle. When it does not, the engine goes to work on its own.
It fixes itself. When a statement does not tie out, the engine re-reads only the accounts and pages that failed, and moves up to stronger reading passes for the hardest ones. Most breaks close on their own, before you ever look at them, and you never re-upload anything or flag it yourself.
A balance status on every cycle. Each account and each statement period gets a clear status: it reconciles, it needs review, or it cannot be verified from what the statement printed. Scan a whole project and see exactly where anything is still open.
A plain-English reason when a gap remains. For anything it cannot close, you get the why instead of a raw error: a missing transaction, a break in the running balance after a specific check, a page too degraded to read, or a statement that was cut off. You know what to chase.
You will feel this most on the messy files: the odd regional bank, the credit union member statement, the scan someone ran through a copier twice. The breaks that used to slip through now get caught, and most of them get fixed before they ever reach your desk.
Self-healing reconciliation is included with our new plans. If you are on an older plan, see below for how to get it.
New plans, simpler billing
We rebuilt our plans so you choose by the features you need, not by a page cap. Billing now runs on a simple credits model. One page equals one credit, so the cost of a project maps straight to the work in front of you. A 40-page statement is 40 credits. A 4,000-page production is 4,000.
Pick by features, not page count. Choose the plan with the capabilities your work needs, self-healing reconciliation included, instead of guessing how many pages you will run this year.
Every plan is unlimited. Your plan comes with a pool of credits, and when you need more, you buy more, so a big case never stops you cold. The one exception is single-project plans, which cap at 10,000 pages.
Top up in seconds. A self-serve Credit Refills page adds credits whenever you need them, and your balance sits in the account sidebar, so you always know where you stand.
Already with us on a monthly plan? Your current setup keeps working. We are still fully supporting the v1 processor you use today, and you keep the monthly page allowance you signed up for. The new features in this release, self-healing reconciliation included, run on our new plans. If you want them, reach out and we will get you moved over, and ask about our customer loyalty discounts while you do.
Coming soon
Two more big pieces are close.
Tax document analysis
Drop a tax return into a project and CounselPro will pull the numbers into clean, structured data you can actually work with. It reads federal Form 1040, W-2, 1099, Schedule A, and Form 8959, and it handles a real packet: one PDF can hold a 1040 with its schedules plus a stack of W-2s and 1099s, across more than one tax year, and each form is read only from its own pages. Every W-2 and 1099 gets split out by employer or payer, so five jobs become five records.
Each figure links back to the exact page and line it came from (wages, adjusted gross income, total income, federal withholding, and the rest), and you can correct any value by hand. Social Security numbers and IP PINs are never captured. For forensic work, this is income verification at the source: the income a party reported to the IRS, in clean comparable form, ready to hold up against the deposits and transfers CounselPro already traces.
A rebuilt forensic report
The AI Forensic Analysis report is getting a ground-up rework, powered by Daystrom. Instead of one long block of text, Daystrom plans full coverage of every transaction across every account, then writes the report as a structured document: an executive summary, focused sections, and evidence tables where each row links straight to the statement page it came from. Open the PDF to that exact page and stand behind every number in front of a judge.
The rework adds interactive charts built from your real data. Hover any bar, line, or money-flow chart to read the figures, and download any chart as an image or a spreadsheet. Charts show up only where they make the argument: a spending trend, money in versus money out, funds moving between accounts. Large exhibits cap to the most material rows, with one click into the full filtered transaction list. Watch each section get written as it goes, then export the finished report to Word or PDF with the tables and charts intact.
Both are in active development and not available yet. We will post here the day they go live.