AI document intake
Short answer: AI document intake reads a document you upload (PDF, CSV or text) or paste — a bank statement, capital or distribution notice, K-1 summary or contact list — and AI turns it into records: capital calls, distributions, transactions, contacts, investors or payments.
AI document intake reads a document you upload (PDF, CSV or text) or paste — a bank statement, capital or distribution notice, K-1 summary or contact list — and AI turns it into records: capital calls, distributions, transactions, contacts, investors or payments.
- Choose what to turn it into, then Extract records
- Review every row: untick anything wrong and click a cell to correct it
- Create selected records — nothing is saved before this
- The AI never invents values; anything it can’t find is left blank
Try it in the free demoTalk to us