AI Transcripts

Paste a meeting transcript, Abacus extracts:

• Client parameters — AUM changes, tax rate updates, holdings references
• Planning intents — concentration, 1031 exchange, QOZ, estate, tax planning
• A draft presentation — sorted and pre-populated with the right tool per intent

Privacy

Every transcript is sanitized before it reaches the model. Names, SSNs, account numbers, phone numbers, emails, and street addresses are redacted via the PII sanitizer in src/lib/ai/sanitize.ts. Dollar amounts, percentages, tickers, and state of residence are preserved.

Confidence tiers

Extracted intents come back with a confidence score:

• A (>= 0.85) — auto-applied
• B (0.65–0.85) — applied with a yellow "review" pill
• C (0.40–0.65) — suggested, requires click to apply
• D (< 0.40) — dropped, not shown

Rate limits

10 requests/min and 100/hr per organization. Token budget is set per plan (100K starter / 1M professional / unlimited enterprise).