CanalPlace CanalPlace
📥 Paid option · One-off purchase · Optional

Taking over your files
so you don't have to re-enter everything

Your leases, invoices, rent receipts and company articles are read, sorted and cross-checked. You approve the report, CanalPlace sets up your properties, tenants, leases and expenses.

What the file takeover does

A help to arrive on CanalPlace with an account that is already set up. Manual entry always remains possible.

Automatic reading of your files

Leases, invoices, rent receipts, articles: the tool reads your documents (OCR and AI), sorts and cross-checks them to rebuild your properties, companies and tenants.

A report to approve

You review the list, rename, untick what is wrong. Nothing is created until you have approved.

Tax regime from the articles

Company form, corporate or income tax option, partners' shares, clauses: the regime is suggested from the articles, never guessed. You confirm.

Qualified expenses, rents declared by you

Each invoice gets a tax category; if it is uncertain, the expense stays a draft. Paid rents are the ones you declare, never invented.

Documents filed and encrypted

Your documents are filed in your encrypted personal folders. Uploaded files are deleted 30 days after the set-up.

Controlled invitations

Your tenants and providers only receive an invitation e-mail with your confirmation, and you can resend it while the account is not activated.

The takeover in 4 steps

You stay in control of every decision.

1

Order

Quote shown before any payment, secure payment on the website. Nothing is read before.

2

Upload

Files, folder, ZIP archive or Google Drive, with a preview before sending.

3

Approve

Review the report, then confirm your decisions: regimes, categories, rents paid.

4

Use

Your properties, tenants, leases and expenses are in your account, ready to use.

Frequently asked questions — File takeover

It is an optional, paid, one-off service: you entrust your existing files (leases, invoices, rent receipts, company articles) to CanalPlace, which reads, sorts and cross-checks them, then gives you a report. Once you approve it, your properties, companies, tenants, leases and expenses are set up in your account.
No. Nothing is created until you have reviewed and approved the list. A company's tax regime is suggested from reading its articles but never guessed: you confirm it. An expense whose category is uncertain stays a draft, outside your calculations, until you choose.
PDFs, images (JPG, PNG, TIFF), Word, Excel, PowerPoint and OpenDocument files, text and CSV files. You can choose files, a whole folder, a ZIP archive (opened on your computer, you see its contents before sending) or a Google Drive folder.
Uploaded files are deleted 30 days after the set-up; only the data created in your account and an operations log are kept. Documents filed in your personal folders are encrypted.
The price is shown on the quote, before any payment; it depends on your plan and the number of units to take over. Nothing is read before payment. A refund is no longer possible after clicking “Start the audit”, which triggers the reading of your files.
No: ordering and payment are on the website only. The mobile app only lets you express interest with a checkbox and an e-mail.

Arrive on CanalPlace with your files already set up

Create your account, then choose the file takeover from your settings on the website.