Upload anything. We'll handle the rest.
PDFs, screenshots, voice memos, chat transcripts — Kerdora reads them all and extracts what matters for the plan.
Client data never arrives the way you want it.
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.
Every format. No exceptions.
Whatever your clients send, Kerdora handles it. No converting, no reformatting — just upload and go.
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PDFs & Word docs
Financial statements, account summaries, meeting notes, and proposals — all processed exactly as received.
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Screenshots & images
Brokerage account views, tax documents, retirement balances — if you can screenshot it, Kerdora can read it.
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Voice dictation
Record a post-meeting summary or let clients leave voice messages. Kerdora transcribes and structures it.
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Chat & text transcripts
Email threads, client texts, copied chat logs — paste them in or upload the file.
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Spreadsheets
CSVs, Excel files, custom tracking sheets — Kerdora maps the columns and pulls in what matters.
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Freeform text
Type it, paste it, or dictate it. Whatever gets the information in fastest.
Give instructions. Nail the accuracy.
Not every document is clean. A voice memo might include ten minutes of small talk before the relevant part. A screenshot might be cropped. A CSV might have columns in a non-standard order. With intake instructions, you tell Kerdora exactly what to extract, what to ignore, and how to categorize it — so the output is always clean and plan-ready. It's the difference between dumping data in and actually getting something useful out.
"I uploaded a voice memo from a client call and it pulled out exactly the data I needed. I didn't change a thing."
Nate Clark
Envision Retirement Solutions
