iDoc Sorter

Agents send documents on WhatsApp. iDoc Sorter files them.

Bank statements, payslips, EPF, tax forms, IC and more are read, matched to the right client and saved in their folder, renamed. Staff see what each application is still missing.

中介用 WhatsApp 发文件，iDoc Sorter 自动归档。

银行月结单、工资单、EPF、税务表格、IC 等文件会被自动读取、找到对应客户，改名后存入客户文件夹。 员工可以看到每个申请还缺少哪些文件。

Open live UAT打开在线 UAT How it works (diagram)流程图（英文） 流程图 (中文)流程图（中文）

Sorted automatically

自动分类

Client found by IC or name; type and month read from each file; 8 folders per client.

按 IC 或姓名找到客户，自动识别文件类型和月份，每位客户 8 个文件夹。

Never a wrong folder

绝不放错

Two readers (rules + AI) must agree. Anything unsure waits in To Check for one-click staff review.

规则和 AI 两边必须一致；不确定的文件进入待核对，员工一键处理。

Submission checks

申请检查

Each client's SOP (salaried, commission, self-employed, company) and the documents still missing.

自动判断客户的 SOP（受薪、佣金、自雇、公司）并列出缺少的文件。

Salary check

薪资核对

Payslip net pay must match a salary credit in the bank statement, to the sen.

工资单实发工资必须与银行月结单的入账金额完全相符。

Private by design

资料不外传

Runs on the office PC with a local AI: documents never go to a cloud AI.

在办公室电脑上运行，使用本地 AI，文件不会上传到云端 AI。

Trying the live UAT

如何试用在线 UAT

  1. Open the live UAT and log in with the demo password you received.
  2. Send sample documents on WhatsApp to the demo number (your number must be registered as an agent).
  3. Within about a minute, see them sorted on the dashboard: Clients, To Check, SOP and salary check.
  1. 打开在线 UAT，用收到的演示密码登录。
  2. 用 WhatsApp 把样本文件发到演示号码（您的号码需先登记为中介）。
  3. 约 1 分钟内，在仪表板查看结果：客户、待核对、SOP 和薪资核对。

UAT · demo data. The live UAT is a test copy; use sample documents only. It is online only during scheduled demos and is cleared after each one.

UAT · 演示资料。在线 UAT 是测试版本，请只使用样本文件。只在预约的演示时间开放，每次演示后会清空。