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Private Wealth · AI Services

Statement Extractor

Upload custodial statements and the pipeline will extract all holdings, accounts, and positions into a structured format ready for reconciliation.

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Trevor
Triage
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Priya
Analysis
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Marcus
Proofing
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Sofia
Output
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Elena
Reporting
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Kai
Learning
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Drop custodial statements here
PDF, JPG, or PNG — multiple files supported
If models are busy, we'll email you the results when ready — including the .xlsx attachment.
Morgan Stanley statements only
Doc Intelligence — Extraction Test
Submitting to Azure AI Document Intelligence...
Meeder Statement Extractor
Pipeline
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Trevor · TriageWaiting
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Priya · AnalysisWaiting
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Marcus · ProofingWaiting
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Sofia · OutputWaiting
Meta
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Elena · ReportingWaiting
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Kai · LearningWaiting
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Trevor · Document Triage
Reviewing your documents
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Priya · Deep Analysis
Extracting your positions
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Marcus · Quality Proofing
Checking the work
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Sofia · Output
Your results are ready
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Elena · Run Report
Pipeline summary
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Kai · Continuous Learning
Learning from this run