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Extract
Support 200+ PDF formats
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Create Mutli-asset class Holding, Transaction & Accounts reports from
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CDSL / NSDL statements
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Broker & Distributor PDFs
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Wealth Management Reports
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AMC PDFs
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PMS Statements
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VC & PE Statements
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Insurance Statements
Consolidate
360 View
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Get access to uploading multiple files from several sources and consolidating it into one single excel sheet for analysis
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Support virtually every asset class: Shares listed & unlisted, Mutual Funds, Bonds & Debentures, Structured Products, NPS
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Even More
Advanced Features
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OCR for financial statements: machine read and extract data from images to reduce your data entry efforts
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Dashboard Views for the GapSheet : view all the calculations on dashboard
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Get your own dedicated repository where you may save / delete your data