Plansera AI

Plansera AI automates business plan creation for U.S. immigration attorneys handling E-2 treaty-investor visa applications, processing client interviews and financial documents to generate submission-ready plans. An AI agent interviews the client in plain language and reads uploaded evidence including bank statements, leases, and invoices, then produces a professionally designed PDF business plan plus an editable Word document with 5-year financial projections, cash flow, and break-even analysis. Eligibility verification checks substantial investment, capital at risk, traceable source of funds, non-marginal enterprise, and directing role criteria, a customizable use-of-funds breakdown is reviewed and approved by the client before generation, and a resource library includes 100+ guides on E-2 requirements and denial reasons.