Last updated

March 11, 2021

Tags

529 plan

Account statements

Financial advisors

Financial planning

CFP practitioners

Retirement planning

Annuity statements

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Convert annuity statements into spreadsheet format

Use this recipe to automatically convert a group of annuity statements from PDF or image format into a neatly organized CSV file that can be opened in Excel or imported into your CRM. You’ll be up and running in less than 5 minutes.

Processing annuity statements in a timely and efficient manner is crucial to running your financial advisory business.  Manually re-typing information such as beneficiary, beginning balance, ending balance, capital gains, and fund account numbers is not only tedious but costly and difficult to scale.

Impira AutoML technology allows you to set up a machine learning model in less than 5 minutes that can extract data from your annuity statements with incredibly high accuracy, saving you hours of precious time and allowing you to process hundreds or thousands of statements instantly.

This recipe lets you upload through your browser, but you can also set up Impira to receive statements as forwarded email attachments,  sync with cloud storage providers such as Dropbox, or through our API.

With just a few clicks, you can train Impira to understand a diverse range of statement types, so that you can easily process statements from various funds.  Finally, you can download this data as a simple spreadsheet with everything filled in for you. 

Impira will automatically mark any statements that need your additional review, so you can ensure you’re processing everything with 100% accuracy.

This recipe sets up all the pieces for you, so you can get started right away.

Automate your workflow with AI, today.