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Extract

Support 200+ PDF formats

  • Create Mutli-asset class Holding, Transaction & Accounts reports from 

  • CDSL / NSDL statements 

  • Broker & Distributor PDFs

  • Wealth Management Reports 

  • AMC PDFs 

  • PMS Statements 

  • VC & PE Statements 

  • Insurance Statements 

Consolidate 

360 View 

  • Get access to uploading multiple files from several sources and consolidating it into one single excel sheet for analysis

  • Support virtually every asset class: Shares listed & unlisted, Mutual Funds, Bonds & Debentures, Structured Products, NPS 

Even More

Advanced Features

  • OCR for financial statements: machine read and extract data from images to reduce your data entry efforts 

  • Dashboard Views for the GapSheet : view all the calculations on dashboard 

  • Get your own dedicated repository where you may save / delete your data

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