accurateli transforms self-employed loan chaos into clarity. Automated income reports that save brokers hours and give business owners a fair shot.
Stop Wasting Hours on Tax Returns
You didn’t become a broker to drown in documents. We want to make self-employed deals the easiest deals you work on—not the ones that slow you down.
If you’re a broker, you already know the pain: self-employed clients can mean hours (or even days) of combing through tax returns, cross-checking figures, and double-guessing compliance (and that’s after training someone or hiring an expert). It’s complex, time-consuming, and let’s face it — it eats into the time you’d rather spend winning new business.
But what if that entire process took just minutes—with greater accuracy than manual checks?
Meet accurateli
accurateli is the first AI-powered tax return reading and assessment tool built exclusively for mortgage brokers.
Our platform extracts and verifies income data from individual, company, and (soon) trust tax returns—automatically. It flags compliance risks, applies broker-friendly logic, and delivers a lender-ready income report complete with application notes.
And because we know how you work, it also generates a Quickli-style summary in the exact Quickli layout, so you can paste straight into Quickli without wasting time reformatting.
The lending world wasn’t made for the self-employed. So, we built accurateli. We stand shoulder to shoulder with brokers and business owners, making complex deals faster, fairer, and easier.
What accurateli Delivers
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Save Hours – What once took hours (not even counting the time and money it takes to hire, train, retain & quality assure) now takes minutes.
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Be Confident – Our patent-pending tech reads with 99.7% accuracy, checking 300+ data points automatically. More accurate submissions = higher conversion rates, less rework and happier clients!
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Unlock the Best Options – We go well beyond basic add-backs like depreciation and interest, helping you uncover more loan options and competitive rates for your clients. Ease should not mean higher rates.
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Scale Faster – Spend more time growing your business, less time training new staff to wrestle with tax returns.
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Data Security – accurateli is built to ISO 27001 standards and is currently undergoing official certification. Documents are never accessible in the app and are temporarily saved in Google and AWS under the highest security standards for the purposes of extraction before being permanently deleted. We only extract the data needed for income assessment. Sensitive information like TFNs and bank account details are never read or stored.
How It Works
1. Upload
Drop in self-employed income documents. Our AI reads them with 99.7% accuracy, extracting income, flagging compliance risks, and applying broker-specific logic across 300+ data points.
2. Answer a Few Questions
Confirm ownership structures, income sources, or unique deductions so the report is tailored and spot-on every time.
3. Get a Lender-Ready Income Report & Notes
Receive a structured income report with supporting notes, key observations, and a Quickli-style summary—ready to copy straight into your application.
4. Submit with Confidence
No second-guessing. No missed add-backs. Just clean, compliant, submission-ready income summaries for faster approvals and fewer lender questions.
Pricing That Works for You
Getting started is simple and risk-free.
- Free Trial: Sign up today and get 5 free credits. No card required.
- Subscription: Just $20 per month for 4 credits (1 tax return = 1 credit). Lock this price in for 6 months if you sign up in October!
- Extra Credits: Need more? Buy as many as you like, only $5 each, directly in the app.
Whether you process a handful of self-employed deals or dozens each month, accurateli scales with you.
Start automating the process now!
The Bottom Line
Self-employed deals don’t need to drain your time and energy. With accurateli, you can flip the script: faster assessments, more confident submissions, and better client outcomes.
We’re not here to add another tool to your pile. We’re here to fight the process—and give you back the time to focus on what really matters: winning business, not wrangling tax returns.
Try accurateli today and see how fast, fair, and stress-free self-employed lending can be.
