Wealth Excel Bank Statement Extractor
Upload statement PDFs, extract transactions, and move directly into the full Wealth Excel workflow.
Statement upload
Upload a statement PDF to generate insights and recommendations.
Guest mode
Statement type
Guest mode supports one extraction before login.
Guest extractions are stored only in this browser session. Sign in to save statements, open the dashboard, and export reports.
Statements
Review uploads, manage archived runs, and reopen statement detail pages.
No statements yet
Upload one statement as a guest to preview Wealth Excel, or sign in to unlock the full statements desk.