Upload Document

Drag and drop bank statements, capital call notices, fund reports, or compliance filings. PDF, image, or scan.

AI Classifies & Extracts

Document type is identified automatically. Key fields extracted: amounts, dates, entities, holdings, transactions.

Review & Verify

Structured data displayed for human review. Flag corrections, confirm accuracy before downstream use.

Select Output Type

Choose: Executive Brief, Board Pack, Compliance Report, or Family Update. Set audience and format.

Generate Briefing

AI synthesizes extracted data into a polished, formatted document. Audience-specific language and structure applied.