Documents
Document vault
Statements, reports and policies in one place. WealthCues reads what it can and asks you to confirm before anything reaches your ledger.
Drop files here
Bank statements, holding reports, tax documents, policies and loan schedules.
In this demo files stay in your browser — nothing is uploaded anywhere.
2 documents need your confirmation. Extracted values are never written into your accounts until you approve them.
All documents (7)
How extraction works
- 1
Upload
The file lands in the vault.
- 2
Extract
Text and tables are read from the document.
- 3
Identify
The account, period and institution are matched.
- 4
Propose
Balances, holdings and transactions are put forward as candidates.
- 5
Confirm
You approve each field. Nothing is written before this.
- 6
Apply
Approved values update your accounts.
Extraction confidence is shown per field. Anything below full confidence stays unconfirmed, and unconfirmed values never affect your net worth, allocation or insights.