waivz.ai
Prepared for Andreas Steven · Practice Financial Group

You asked if there's a better way
than one by one. There is.

Below is a preview of the spreadsheet we'll deliver — your plan documents read by AI, joined with Form 5500 data for every EIN on your list, one row per plan. The data shown is sample data. Click a scenario, correct anything we guessed wrong, and hit send. If it already looks right, sending it untouched is a perfectly good answer.

What are you trying to do?

Pick the closest fit — the preview updates instantly.

Your spreadsheet

Blue columns come from your plan documents. Teal columns come from Form 5500 filings matched to your EINs. Grayed "+N more" columns are additional fields included in your file but not previewed here.

PFG_Plan_Book.xlsx
From your documents From Form 5500
Sample data for illustration — fictional plans. Every value in your real file arrives with a confidence marker and the page it came from. Delivered as Excel; say the word if you'd like CSV too.
Adjust the columns — tap any field to add or remove it; hover for a plain-English note
From your plan documents
From Form 5500 filings

Our working assumptions — correct us

We made our best guesses from your email; each is pre-selected. If we're right, do nothing. If not, tap the right answer.

Confirm & send

Filled in from your email — fix anything we got wrong.

Your spreadsheet: 0 columns

Here's what we'll send

Review it, then pick a button — email opens your mail app pre-addressed.