Plansera AI

Attorney-reviewed E-2 business plans drafted by AI in one flat fee

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Added Jul 2026

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What is Plansera Ai?

Plansera AI is an AI paralegal that automates E-2 visa business plan creation through conversational intake and document analysis. It interviews clients, extracts financial data from bank statements and invoices, verifies E-2 eligibility requirements, and generates submission-ready, professionally designed plans with 5-year projections. Built for immigration attorneys and visa consultants who need compliant, evidence-grounded plans efficiently.

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Key Features of Plansera Ai

Conversational AI intake that reads documents
Automatic extraction of financials and source-of-funds
E-2 eligibility verification built-in
5-year deterministic projections with cash flow analysis
Categorized investment breakdown review
Submission-ready PDF and editable Word output
Break-even analysis and financial charts

Who Should Use Plansera Ai?

Generate E-2 visa business plans for treaty investors

Create submission-ready plans for consulate filing

Draft SBA and bank loan business plans

Automate financial projections for visa adjudication

Extract and verify use-of-funds from client documents

Plansera Ai: Pros & Cons

✓Pros

Flat $100 pricing per plan with no subscription
Fully submission-ready output meeting adjudication standards
Automatic document reading eliminates manual data entry
Built-in E-2 eligibility checks prevent non-compliant submissions
Professionally designed output ready for filing
Editable Word format for customization
Quick three-step process from intake to download

Frequently Asked Questions about Plansera Ai

How much does it cost?

$100 per E-2 business plan or $19 per loan business plan. No subscription — you pay only when you start a plan.

Is the plan submission-ready?

Yes. Every plan is checked against the core E-2 adjudication standards and rendered as a designed PDF with financial tables and charts, plus an editable Word version.

How does the intake work?

An AI paralegal interviews your client in plain language, ingests their bank statements, leases and invoices, and automatically extracts figures, source-of-funds and use-of-funds — no 140-field form required.

What output formats are provided?

You receive both a professionally designed PDF and an editable Word document, both ready for consulate submission.

What E-2 requirements are checked?

The tool verifies substantial investment, capital at risk, traceable source of funds, non-marginal enterprise, and directing role before plan generation.