AI statement intake
Client statements in. Structured holdings out.
A statement intake flow that handles PDFs, CSVs, and Excel workbooks, then routes every result through diagnostics, extraction, and a hard review gate before anything is written.
Normalize
Gemini for PDFs, local parsing for spreadsheets
Extract
Haiku builds structured holdings
Confirm
Nothing persists until review
Upload center
Drag, drop, and launch the pipeline.
Upload a PDF, CSV, TSV, or XLSX file. PDFs use Gemini cleaning; spreadsheets are parsed locally and then extracted into the same review flow.
or drop the file anywhere in this panel
Accepted
PDF, CSV, TSV, XLSX
Output
Review-ready holdings