AI & Automation
AI runs inside each module. It extracts plan data, answers questions about your documents, and drafts emails and minutes. You can chat with your plan files or ask the PlanSync AI Assistant about your whole book. Included free across the platform.
AI reads the document and shows you the source page.
Each extracted fact runs through the same loop. AI reads the document, PlanSync cross-checks the value against Form 5500, then applies it to the plan record with a citation to the page. PlanSync flags anything uncertain or conflicting for you to settle.
Reads plan documents and meeting transcripts and pulls out plan facts.
PlanSync checks each value against the plan's Form 5500 filing before applying it.
PlanSync applies confirmed facts to the plan record with their source cited and flags uncertain or conflicting ones for you.
Features
Upload plan documents, fee disclosures, and proposals. AI pulls provisions and fees into structured plan records and keeps the verbatim quote, page, and citation for each value.
Ask an uploaded document a question and get an answer linked to the source page. Use it for committee prep and quick lookups.
Ask about one plan or your whole book. The Assistant answers from your plan data, builds briefs, runs reusable skills, and searches the web when you need outside context.
In Viserly, rules-based triggers catch terminations, age 59½, RMDs, new hires, and more, and AI drafts the message for each participant.
Import a transcript from Teams, Google Meet, or Zoom (beta), or paste one. In PlanSync 360, AI drafts structured minutes, the follow-up email, and suggested requirements.
Describe a participant email, form, or template in one line and AI drafts it in your voice.
The PlanSync MCP connector lets Claude, ChatGPT, Microsoft Copilot, Gemini, Cursor, and others read your PlanSync data over OAuth. Writes require your consent.
How you use it
Extraction, classification, drafting, and summarization run inside the pages you already work in.
Open a flagged value, check the cited page, and keep or override it.
Approve outbound drafts before they go. Turn on automatic sending only for the automations you pick.
Details
Extraction with a citation for each value
Drop in plan documents, fee disclosures, or recordkeeper proposals. AI classifies each one and pulls provisions, fees, and proposal terms into the plan record, with a verbatim source quote, page reference, and citation for each value.
- Per-value metadata: summary, verbatim source quote, page, and citation
- Adoption agreements, SPDs, 408(b)(2) packets, recordkeeper invoices, and proposals
- Source view opens a document at the cited page in one click
- Automatic document classification, so you label nothing by hand
Document chat with citations
Ask an uploaded document "what's the eligibility waiting period," "what's the match formula," or "what does the participant fee disclosure say about per-head charges." The answer streams back with citations linked to the source page.
- Side-by-side PDF viewer and chat with resizable panels
- Suggested questions that change with the document type
- Page citations generated with each answer
- Click a citation to jump to the page in the embedded viewer
The PlanSync AI Assistant
Ask PlanSync answers from the plans in your book. Ask about one plan or all of them, get a brief before a meeting, save the prompts you run each week as reusable skills, and pull in web research when the answer sits outside PlanSync.
- Plan Q&A across your book
- Briefs for meetings, reviews, and check-ins
- Reusable skills: save a workflow once, run it on any plan
- Q&A across meeting transcripts: "what did the committee decide about the match?"
Triggers in Viserly
Viserly checks your participant data against built-in and custom triggers. Describe a custom trigger in plain English and PlanSync builds it. When a trigger fires, AI drafts the message for that participant.
- Built-in triggers: termination, age 59½, RMD, new hire, birthday, catch-up at age 50, work anniversary, low participation, deferral nudge
- Custom triggers you describe in plain English
- Per-trigger toggles for each plan
Checked, flagged, and logged
PlanSync cross-checks each extracted fact against the plan's Form 5500 before applying it with its citation. It flags anything uncertain or conflicting inline on the plan for you to settle, and the audit log records each change. Outbound messages wait for your review by default, and you decide which automations can send on their own.
- Form 5500 cross-check before a fact applies
- Inline flags on uncertain or conflicting values
- Audit log with the source citation attached
- Automatic sending only for the automations you turn on
In practice
Drop in the SPD, adoption agreement, and 408(b)(2) packet. AI fills in plan design and providers in minutes and flags anything that needs your call.
Turn on the termination and age 59½ triggers in Viserly. AI drafts the outreach, and you review it before it goes out.
Ask the AI Assistant for a plan brief, ask your documents the questions the committee will ask, and pull last quarter's minutes. Each answer comes with its citation.
FAQ
Neither. AI & Automation is included free and runs inside PlanSync 360, Viserly, and the Prospecting Engine.
Document extraction and classification, document chat, and meeting minutes and follow-up emails in PlanSync 360; the PlanSync AI Assistant across your book; message drafting and rollover form templates in Viserly; and plan analysis, filter building, and email writing in the Prospecting Engine.
PlanSync applies extracted facts after a Form 5500 cross-check and flags anything uncertain for you. Outbound messages wait for your review unless you let a specific automation send on its own.
Accuracy varies by document quality. Each value carries its source quote and page so you can check it, and PlanSync flags values that are uncertain or conflict with the plan's Form 5500.
PDF, Word, and Excel: adoption agreements, SPDs, 408(b)(2) and 404(a)(5) packets, recordkeeper invoices and proposals, and census files. Outputs export to PDF, Word, Excel, or CSV.
Yes. The PlanSync MCP connector signs in over OAuth, reads by default, and asks for your consent before any write. The Connectors & MCP page lists the supported assistants.
PlanSync stores documents in your tenant with presigned URLs. Source citations stay attached, so you keep the audit trail with the data.
Six modules share one plan record.
AI & Automation works alone. Add other modules and they share its plan data, audit trail, and access controls.
Apply for early access.
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