01 — Secure Login

🪶

Catbird

Your encrypted document vault

AVEOSOFT

📧

🔒

🔑

Forgot password?

Reset link sent to your email

→

🛡️

256-bit AES encryption

Your documents are always encrypted at rest

02 — Two-Factor Authentication

9:41

●●●

Verify Your Identity

Enter the 6-digit code from your authenticator app

🔐

Code Valid

50 seconds remaining

📱

TOTP

Authenticator App

↑ Google Auth · Authy supported

Vault Locked

01 — Overview & Health Metrics

app.example.com/vault-dashboard

Good morning, John

130 documents encrypted · 3 expiring soon · 5 awaiting inbox approval

🪶

130

Total Documents

3

Expiring < 30 Days

5

Inbox Queue

2.4 GB

Encrypted Storage

Documents by Category

Receipts

Insurance

Invest

Legal

Tax

Warranty

Medical

Recent Documents

Apr 30

State Farm — Auto Insurance Policy Renewal

Insurance · Expires Jan 15, 2026 · $1,240/yr

Apr 28

TurboTax — 2024 Federal Tax Return

Tax Returns · Filed Apr 14, 2025 · $2,140 refund

Apr 22

Apple — MacBook Pro 16" Receipt

Receipts · $2,499.00 · Best Buy · AI parsed

02 — Category Breakdown

app.example.com/vault-dashboard

All Docs

Insurance

Tax Returns

Legal

Investments

Warranties

Medical

Receipts

23

Insurance Policies

↑ +2 this month

8

Tax Returns on File

↑ 7 years retained

47

Receipts & Invoices

↑ +12 via email intake

19

Investment Statements

↑ Q1 2025 added

Urgent — Expiring Soon

13

DAYS

Passport — John Hanson

Legal Documents · Expires May 14, 2026 · Renew now: 6 week processing

15

DAYS

GEICO Renters Insurance

Insurance · Renewal due May 16 · Last annual premium $780

2 documents need immediate action

01 — AI Intake Queue

app.example.com/document-inbox

Your Personal Intake Address

vault.jhanson@catbird.io — forward any document and AI handles the rest

📬

5

Awaiting Approval

48

Auto-Filed Today

2

Low Confidence

98%

AI Accuracy

AI

99%

Progressive — Home Insurance Policy Renewal

Category: Insurance · Expires May 2026 · Premium $1,847/yr · Ready to approve

AI

97%

Fidelity — Q1 2025 Brokerage Statement

Category: Investments · Portfolio value $84,320 · Dated Mar 31 2025

AI

94%

Apple — MacBook Pro Purchase Receipt

Category: Receipts · Amount $2,499 · Apr 22, 2025 · Best Buy

AI

61%

Unknown Sender — PDF Attachment

Low confidence · Possible: Receipt or Legal · Manual review required

AI

98%

H&R Block — 2024 Tax Summary

Category: Tax Returns · Federal refund $2,140 · Filed Apr 14, 2025

02 — Document Approval Detail

app.example.com/document-inbox

Progressive Home Insurance

AI extracted 7 fields · Confidence 99% · Ready to file

🏠

$1,847

Annual Premium

↑ AI extracted

May 2026

Policy Expiry

↑ Alert auto-scheduled

99%

AI Confidence

↑ High accuracy

Insurance

Legal

Receipts

Investments

Other

🏢

Vendor / Insurer

Progressive Casualty Insurance Company

📅

Document Date

April 22, 2025

⚠️

Expiry Date

May 15, 2026 · 30-day alert will be set automatically

📄

Policy Number

PRG-HOME-44821-2025

01 — Camera Capture

9:41

●●●

Camera

Upload File

Email Forward

Scan Your Document

Position in frame · AI extracts all fields automatically

📷

Frame Quality

Hold steady — good lighting

Auto

Edge Detection

↑ Corners found

💡

Best results

Flat surface · All 4 edges visible · No glare

Camera ready

Vault

Inbox

Search

Alerts

Account

02 — AI Processing Status

9:41

●●●

Claude AI — Analyzing Document

Parsing

Extracting fields...

6

Fields Detected

↑ Vendor, date, amount...

94%

Confidence Score

↑ High accuracy

✅

Document Type

Receipt — Best Buy Electronics

✅

Vendor

Best Buy Co., Inc.

✅

Amount

$899.99

⏳

Warranty / Expiry Date

Scanning for expiry fields...

Vault

Inbox

Search

Alerts

Account

01 — Insurance Policy View

9:41

●●●

State Farm Auto Policy

Policy #SF-2024-8847291 · Active · AI-parsed Apr 30

🚗

$1,240

Annual Premium

↓ Due Jan 2026

8 mo

Until Expiry

↑ Jan 15, 2026

Details

History

Reminders

🏢

Insurer

State Farm Mutual Automobile Ins. Co.

📅

Policy Period

Jan 15, 2025 – Jan 15, 2026

🚙

Insured Vehicle

2022 Toyota Camry SE · Plate ABC-1234

📄

Original Document

PDF · 2.3 MB · AES-256 encrypted

↗

Expiry Alert Set: Dec 15, 2025

Vault

Inbox

Search

Alerts

Account

02 — Tax Return Detail

9:41

●●●

2024 Federal Tax Return

Filed April 14, 2025 · TurboTax Premier · AI-parsed

📊

$2,140

Federal Refund

↑ Deposited May 2, 2025

$84,200

Adjusted Gross Income

↓ Tax year 2024

Summary

W-2 Forms

Deductions

📅

Tax Year

January 1 – December 31, 2024

👨‍👩‍👧

Filing Status

Married Filing Jointly

🏛️

State Return

California · Refund $640

📄

Return PDF

18 pages · 4.1 MB · Encrypted

↗

Retain Until: April 2031 (7 yrs)

Vault

Inbox

Search

Alerts

Account

01 — Expiry Timeline & Urgency

app.example.com/expiry-alerts

3

Expiring < 30 Days

8

Expiring < 90 Days

15

Expiring < 1 Year

2

Already Expired

Upcoming Expirations by Month

May

Jun

Jul

Aug

Sep

Oct

Nov

Urgent — Act Now

13

DAYS

Passport — John Hanson

Legal · Expires May 14 · Processing takes 6–8 weeks — apply immediately

15

DAYS

GEICO Renters Insurance

Insurance · Renewal May 16 · Last annual premium $780

28

DAYS

Samsung 55" TV Warranty

Warranties · Expires May 29 · Model QN55Q80CAFXZA

67

DAYS

Delta Dental Plan

Insurance · Renewal Jul 8 · Employer plan — verify HR enrollment

02 — Alert Preferences

app.example.com/expiry-alerts

Notification Settings

Email alerts for expiring documents

Mobile push notifications

30-day advance warning

90-day advance warning for passports & legal docs

Weekly vault digest — every Monday

Instant alert when inbox document has low confidence

30 Days

60 Days

90 Days

Custom

18

Active Alert Rules

↑ Across all categories

0

Missed Expirations

↑ Since vault created

01 — Smart Search Home

9:41

●●●

🔍

All

Insurance

Tax

Legal

Invest

Receipts

Medical

Recent Searches

Apr

30

State Farm Auto Renewal

Insurance · $1,240/yr · Expires Jan 2026

Apr

14

2024 Federal Tax Return

Tax Returns · $2,140 refund · TurboTax

Mar

22

MacBook Pro Receipt — Best Buy

Receipts · $2,499 · Apr 22, 2025

Vault Totals

$14,832

Total Receipts (2024)

↑ 47 documents

Vault

Inbox

Search

Alerts

Account

02 — Search Results — Insurance

9:41

●●●

🔍

23

Policies Found

$6,840

Total Annual

3

Expiring Soon

4

Insurers

23 Insurance Documents

Jan

2026

State Farm — Auto Insurance

Policy #SF-8847291 · $1,240/yr · Active

May

2026

Progressive — Home Insurance

Policy #PRG-44821 · $1,847/yr · Active

Jul

2025

Delta Dental — Dental Plan

Policy #DD-2024-882 · $420/yr · Active

May

2025

GEICO — Renters Insurance

Policy #GEC-19382 · $780/yr · EXPIRING SOON

1 policy expiring in 15 days

Vault

Inbox

Search

Alerts

Account

Feature Stack & Deliverables

Complete overview of confirmed features, deliverable items, and technical architecture for Catbird Vault.

🏗️

Tech Stack

Next.js 14Anthropic Claude APIPostgreSQL + PrismaAWS S3 + KMSResend + Inbound EmailReact Native + Expo

⚡

Core Technologies

⚡

Next.js 14 — Full-stack React with App Router, server components, and API routes

🤖

Anthropic Claude API — AI document parsing — extracts vendor, date, amount, expiry, and document type

🐘

PostgreSQL + Prisma — Relational database with type-safe ORM for document metadata and user data

🔐

AWS S3 + KMS — AES-256 encrypted document storage with customer-managed encryption keys

📬

Resend + Inbound Email — Transactional email delivery and inbound email parsing for document intake pipeline

📱

React Native + Expo — Cross-platform mobile app with native camera capture and push notifications

📦

V1 Deliverables Checklist

Secure authentication system with email/password login and TOTP two-factor authentication (Google Authenticator, Authy)
Encrypted document vault with 8 categories, full-text search, and AES-256 at-rest encryption
Drag-and-drop document upload for desktop with real-time progress and file type validation
Mobile browser camera capture with auto-edge detection and document quality scoring
Inbound email intake system with unique personal forwarding address per user and attachment extraction
AI parsing pipeline using Claude API — extracts vendor, date, amount, expiry date, document type, and confidence score
Inbox approval flow with AI field review, manual override, and one-click vault filing
Proactive expiry alert system via email and push notification with configurable lead times per document type
Document detail views with AI-extracted metadata display and access to original encrypted file
Responsive web dashboard with category analytics, vault health metrics, and expiry timeline chart

🔧

Architecture Layers

Frontend Web

Next.js 14 + Tailwind CSS

App Router, server components, drag-and-drop upload UI, responsive vault dashboard, category analytics

Mobile App

React Native + Expo

Native camera capture, document scanning, push notification alerts, offline vault browsing

AI Pipeline

Anthropic Claude API

Document OCR parsing, field extraction (vendor, date, amount, expiry), confidence scoring, auto-categorization across 8 types

Backend API

Next.js API Routes + Prisma ORM

JWT auth + TOTP verification, document CRUD, inbound email webhook processing, expiry alert job scheduling

Infrastructure

AWS S3 + KMS + RDS PostgreSQL

Client-side AES-256 encryption, encrypted S3 object storage, KMS-managed keys, RDS for document metadata

Catbird Vault

Authentication

Catbird

Vault Dashboard

Document Inbox

Upload & Capture

Document Detail

Expiry Alerts

Vault Search

Catbird Vault

Feature Stack & Deliverables

Tech Stack

Core Technologies

V1 Deliverables Checklist

Architecture Layers