/Wealth Excel

Wealth Excel

Statements, dashboard insights, budgets, and goals in one tabbed workspace.

Wealth Excel workspace

Bank Statements, Financial Planning with budgets and goals

Checking session...

Statements

Upload, archive, review

Dashboard

Cashflow, recurring, anomalies

Budgets

Personal and enterprise scopes

Goals

Viability and smart plans

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.