Upload weekly PDF and Excel brokerage reports, aggregate data across all periods, and generate accurate cumulative reports — all in one place.
Upload PDF or Excel reports. Our engine — with LLM fallback — extracts every transaction accurately.
Aggregate data across all uploaded weeks. See totals by client, provider, and renewal type.
Visualise trends, provider breakdowns, and client-level summaries with live charts.
Generate reports filtered by period, provider, adviser, or fee type. Export-ready.
Code and categorise transactions with custom tags for flexible segmentation.
Each practice has its own secure data silo. Multi-practice support with role-based access.