FinDash Docs · Reviewed 2026-08-09

AI Document Analysis

Upload documents and let AI extract and analyze the contents.

Supported Documents

PDF bank statements, tax returns, estate documents, insurance policies, and more. The AI extracts text and understands context.

Drag and drop files into the AI chat, or upload to your Vault and reference them in conversation.

Summarize documents, extract key figures, answer questions about content, compare multiple documents, and suggest actions.

Collaborative software for households and advisors. Track net worth, cash flow, goals, estate plans, and client work in one place.

Financial advisors can learn more about the advisor platform at findash.ai/foradvisors.