Data intake
No more manual data entry.
Upload PDFs, spreadsheets, CSVs, images, screenshots, and pasted text. Kerdora extracts what matters, queues every proposed fact for advisor review, and keeps the client record from filling with guesses.
Document extraction
Account aggregation
Onboarding Form
Plain-English updates
checking_statement_2026-04.pdf
homer_401k_statement_2025.pdf
joint_taxable_brokerage_statement.pdf
home_auto_umbrella_declarations.pdf
visa_statement_2026-04.pdf
Add 5 people
Approved
Homer Simpson
Adult
Marge Simpson
Adult
Bart Simpson
Child
Lisa Simpson
Child
Maggie Simpson
Child
Add 7 assets
Pending
First Springfield Bank Checking (…4412)
Bank · Checking · Joint
Northstar Brokerage (…3309)
Investment · Taxable · Joint
Springfield Energy 401(k) (…1188)
Investment · 401(k) · Homer Simpson
742 Evergreen Terrace
Property · Primary Home · Joint
Approve
Reject
+ Roth IRA and two 529s in the queue
If you can say it or see it, you can bring it into Kerdora.
Document Extractor
Extract from any type of document.
PDFs · Screenshots · Statements · Spreadsheets
58 facts found
Schwab-Statement-Q2.pdf
12 facts
IMG_2841 · screenshot
6 facts
Post-meeting recap.m4a
9 facts
Holdings-tracker.xlsx
31 facts
+ Email threads, pasted text, and freeform notes too
Set Bob’s 401(k) to 12% and add the new HSA.
Drafted 2 changes
Pending
Update contribution · Bob 401(k)
Salary deferral 7% → 12%
Add account · HSA (Fidelity)
Health savings · $0 starting balance
Approve
Reject
use dora
Tell Dora what to change in plain English.
Balances · Holdings · Cash flows · Client fields
Client Onboarding Form
Send clients an easy-to-use onboarding form.
Document uploads · Account links · Household details · Current values
5 of 7 done
1
Household details
Done
2
Link accounts
Done
3
Upload documents
Done
4
Current insurance
In Progress
+ Steps 5–7: current values, signatures, advisor handoff
Synced
S
Schwab · 3 accounts
$902,410
F
Fidelity · 2 accounts
$415,200
C
Chase · 2 accounts
$48,375
V
Vanguard 529 · 1 account
$58,140
+ Balances, holdings, and transactions, refreshed daily
account aggregation
Link accounts at 15,000 institutions.
15,000+ institutions · Balances · Holdings · Transactions
More ways in
Use whatever source is fastest.
Planning-tool exports
Upload CSV or PDF exports from the tools you already use.
Statements
Turn bank, credit card, brokerage, and insurance statements into reviewable data.
Document history
Keep each source file tied to the facts Dora pulled from it.
Manual entry
Type it in when that is still the fastest path.
Meeting transcripts
Upload a transcript and let Dora pull out facts, follow-ups, and open questions.
Screenshots
Use screenshots when a client sends a portal screen, form, or account detail.
Intake FAQ
Common questions about Data Intake.
Start with better inputs
See how better inputs change the plan.
Pull details from documents, forms, linked accounts, and plain-English updates, then review what Dora found before it becomes advice.