Upload a PDF, Excel, or CSV file to extract financial data
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Upload any bank or broker statement — get holdings, transactions, and cashflow movements, fully categorized and normalized, ready to model.
Simply upload your PDF, Excel, or CSV statement from any bank or broker.
Our AI extracts and standardizes holdings, transactions, and cash movements.
Get a clean, structured Excel file ready for financial modeling and analysis.
Automate the tedious process of extracting and organizing financial data.
Get consistent, normalized data formats perfect for financial analysis.
Works with statements from any financial institution, in any format.
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