Plansera AI
Plansera AI drafts E-2 treaty-investor business plans end-to-end with conversational intake that reads documents, built-in eligibility checks, deterministic 5-year financials, and submission-ready PDF + editable Word output for a flat $100 per plan.
https://plansera.ai/?ref=producthunt
Product Information
Updated:Jun 22, 2026
What is Plansera AI
Plansera AI is an AI-powered drafting tool for U.S. immigration attorneys and paralegals preparing E-2 business plan packages. Instead of starting from a generic template, it’s designed around core E-2 adjudication standards and helps teams move from client intake to a filing-ready plan in one pass. The platform produces a professionally designed PDF plus an editable Word document, and uses structured intake and document extraction to populate key case details like source-of-funds, use-of-funds, and financial assumptions.
Key Features of Plansera AI
Plansera AI is an AI-paralegal workflow for drafting E-2 treaty-investor business plans end-to-end, built around adjudication standards rather than generic templates. It conducts a conversational client intake, reads uploaded documents (e.g., bank statements, leases, invoices), extracts and organizes source-and-use-of-funds details, runs built-in E-2 eligibility checks, and generates deterministic 5-year financial projections with tables and charts. The output is delivered as a submission-ready designed PDF plus an editable Word document, sold with flat, per-plan pricing.
Conversational intake with document reading: An AI paralegal interviews clients in plain language and ingests supporting documents to automatically extract key figures and populate the case file—avoiding long, rigid forms.
E-2 eligibility checks built in: Validates core E-2 criteria (e.g., substantial investment, capital at risk, traceable source of funds, non-marginal enterprise, directing role) before generating the plan.
Automated source-of-funds and use-of-funds extraction: Pulls relevant financial details from documents and organizes them into clear source-and-use-of-funds components for the plan.
Deterministic 5-year financials and visuals: Produces 5-year projections, cash flow, and break-even analysis as clean tables and graphs for inclusion in the filing package.
Client-approved investment breakdown: Generates a categorized use-of-funds breakdown that the client reviews and confirms prior to final plan generation.
Submission-ready outputs (PDF + Word): Delivers a professionally designed PDF plus an editable Word document intended to be ready for consular submission.
Use Cases of Plansera AI
E-2 business plan drafting for immigration law firms: Helps attorneys and paralegals generate defensible E-2 plans faster by automating intake, eligibility checks, and financial exhibits.
Paralegal workflow acceleration and standardization: Reduces manual data entry and improves consistency across filings by using a guided intake and standardized adjudication-aligned structure.
Document-heavy client onboarding for E-2 cases: Streamlines collection and interpretation of bank statements, invoices, and leases by extracting and organizing relevant financial inputs automatically.
Rapid iteration on financial projections for filings: Enables quick creation of 5-year projections, break-even, and cash-flow outputs when case assumptions change or additional evidence is provided.
Client review and approval of investment plans: Creates a clear categorized use-of-funds summary that clients can validate before finalizing the business plan package.
Pros
Adjudication-standards-driven drafting (not just a generic template).
Conversational intake plus document reading reduces manual data entry and back-and-forth.
Produces both designed PDF and editable Word output with financial tables/charts.
Simple flat pricing ($100 per plan) with no subscription or seat licensing.
Cons
Primarily focused on E-2 treaty-investor business plans (limited scope for other visa types or broader legal drafting).
Output quality and correctness depend on the completeness/clarity of uploaded documents and client-provided information.
May still require attorney review and tailoring for jurisdiction/consulate-specific nuances despite being labeled submission-ready.
How to Use Plansera AI
1) Start a new Plansera AI business plan: Go to https://plansera.ai/sign-up and create/sign into your account. In your dashboard, open the included example plan to understand the expected structure and outputs, then choose the option to start a new plan.
2) Begin the conversational intake (AI paralegal interview): Launch the intake chat. Answer the AI paralegal’s plain-language questions about the business, the investor, and the E-2 case facts. This replaces a long multi-field form and is designed to capture the information needed for E-2 adjudication standards.
3) Upload supporting documents for document reading: During intake, upload relevant documents (e.g., bank statements, leases, invoices). Plansera AI ingests these documents and extracts key figures and details to populate the case file, including source-of-funds and use-of-funds information.
4) Review extracted figures and funding details: Check the automatically extracted numbers and categorizations (e.g., amounts, dates, vendors/recipients, and how funds were sourced and spent). Correct anything that looks off before moving forward.
5) Run built-in E-2 eligibility checks: Proceed to the eligibility section and confirm Plansera AI’s checks against core E-2 standards, including: substantial investment, capital at risk, traceable source of funds, non-marginal enterprise, and directing role. Address any flagged gaps before generating final outputs.
6) Confirm and approve the categorized use-of-funds breakdown: Review the investment/use-of-funds breakdown that Plansera AI prepared from your inputs and documents. Have the client confirm/approve the categories and amounts so the plan reflects a consistent, defensible spending narrative.
7) Generate the 5-year financials and visuals: Generate the deterministic 5-year projections. Review the produced tables and charts (including cash flow and break-even) for reasonableness and consistency with the business model and the documented investment plan.
8) Produce the submission-ready plan outputs: Generate the final deliverables: a professionally designed PDF and an editable Word document. These are intended to be submission-ready for the consulate and aligned to E-2 adjudication standards.
9) Edit and finalize in Word (if needed): Download the editable Word version to make any attorney-specific edits (tone, formatting preferences, jurisdiction/consulate nuances, or additional supporting narrative), while keeping the financial tables/charts and use-of-funds consistent.
10) Pay per plan when you start: Plansera AI uses flat pricing: $100 per business plan, charged when you start a plan (no subscription, no seats). Payment is processed securely via Stripe.
Plansera AI FAQs
Plansera AI is a tool for U.S. immigration attorneys and paralegals that drafts E-2 treaty-investor business plans using an AI paralegal-style workflow.
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