Intake workspace
No more manual data entry.
Clients send PDFs, screenshots, voice memos, email threads, spreadsheets, and notes. Kerdora helps you accept the information as it arrives, extract what matters, and review it before it becomes planning context.
Upload anything
Reviewed extraction
Intake review
EXTRACTED FACTS
Ready to review
Brokerage statement uploaded
Kerdora identifies account type, owner, balance, holdings, and date from the document.
Voice memo summarized
Meeting notes become structured facts, open questions, and follow-up items.
You approve the data
Nothing important moves forward until you have reviewed what was captured.
Client data never arrives the way you want it.
No problem.
Your clients send brokerage screenshots, forward email threads, drop voice memos after a meeting, and text you photos of documents. Kerdora accepts all of it — no converting, no reformatting, no chasing clients to resend things in the "right" format. If you can receive it, you can upload it.
Data sources
Every format. No exceptions.
Kerdora accepts the files, screenshots, notes, spreadsheets, and voice memos clients already send. No reformatting. No cleanup work. No asking them to send it again.
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PDFs & Word docs
Statements, proposals, account summaries, meeting notes, and planning docs can be uploaded as-is.
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Screenshots & images
Brokerage screens, tax docs, forms, and photos of documents become reviewable planning context.
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Voice notes
Record the messy post-meeting recap. Kerdora turns the useful parts into structured notes, facts, and follow-ups.
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Email, chat & text
Paste a thread or upload a transcript. Kerdora pulls out the client facts and open items that matter.
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Spreadsheets
Upload CSVs, Excel files, or custom trackers. Kerdora maps the columns and extracts what belongs in the plan.
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Freeform notes
Type it, paste it, or dictate it. Whatever gets the information out of your head and into the workspace.
Advisor-built
Built from real planning conversations.
Kerdora started inside an advisory firm, where client information rarely arrived cleanly. Intake is designed around the real planning workflow: collect the information, structure it, verify it, and use it.
“There is so much value in reviewing client documents. I find so much more now that I'm actually reviewing documents instead of hunting and pecking for things to input in the software.”
Taylor Stewart, CFP®
Founder, Kerdora
“I uploaded a voice memo from a client call and it pulled out exactly the data I needed.”
User feedback
See Kerdora intake in action.
Walk through how Kerdora helps you move from messy client inputs to reviewed, plan-ready data.
Schedule demo