# AssureConcept - **Website:** - **Primary alias:** `assureconcept.ca` ## Description AssureConcept is a financial document analysis and overview platform designed for financial professionals in Quebec. Its tools turn documents into structured client-file information, helping users reduce retyping and keep financial details organized in one place. The platform can extract data from documents using optical character recognition and AI-assisted classification, field-mapping suggestions, and analysis. It brings together information such as family details, income, budgets, assets, liabilities, insurance, and retirement planning, alongside document-based insights and calculations. Extracted information is presented for professional review; users remain responsible for checking its accuracy before relying on or sharing it. Professionals can explore the workflow through a fictional client case featuring a Desjardins bank statement and 15 transactions. The sample illustrates how users can review a financial overview, navigate planning areas, and inspect source documents. AssureConcept also offers account creation with a 14-day trial and no credit card requirement, security information, support resources, and a newsletter for financial professionals. ## Industries - 💰 Finance - 💰 Financial Planning and Management _(under Finance)_ ## Links - [facebook](https://facebook.com/assureconcept) - [linkedin](https://linkedin.com/company/assureconcept) ## Logos & icons - logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idXUnWQUbB/w/512/h/512/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791317265155) ## Colors | Name | Hex | Theme | | --- | --- | --- | | Jade | #00a86b | accent | | Elf Green | #057869 | dark | | Athens Gray | #f5f6f8 | light | ## Fonts - var(--ac-font-family — asset _(custom)_ - var(--ac-font-family — asset _(custom)_ --- _Source: _ _See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._