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Convert annuity statements into spreadsheets.

No credit card required.

Convert annuity statements into spreadsheets.

Extract data from financial account statements, create spreadsheets, and automatically update your client records.

Convert annuity statements into spreadsheets.

Extract data from financial account statements, create spreadsheets, and automatically update your client records.

financial advisory statement.

Quickly review and compare figures from account statements

Each month, Financial Advisory service companies are required to review various account statements and compare various figures on behalf of their clients. Impira turns statements from any carrier into structured data, enabling an automated client management workflow.

financial advisory statement.
PROBLEM

Quickly review and compare figures from account statements

Solution

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Johnstone Brokerage Services logo

Johnstone Brokerage Services uses Impira to extract and organize data from annuity statements that require regular monitoring and analysis.

See how Impira helps Johnstone make meaningful decisions, determine actionable insights, and save valuable time.

Read their story
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Works with any format

Extract financial data from complex account statements, from any carrier, no matter the format — even scanned images.

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AI-powered flexibility to process any document

Impira’s technology learns the difference between your various document formats. No need to work with brittle templates or an engineer.

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Helps you find things, fast

Search across all your records, for names, dates, addresses, and more.

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Seamless integrations

Integrates with your existing data systems to avoid interruptions to business as usual activities.

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Receive documents across channels

Automatically ingest documents and files from emails, web portals, scanners, apps, messages, and more.

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Accelerates analysis

Download the data you’ve extracted as a CSV for rapid analysis and reporting.

How it works

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STEP 1
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STEP 2
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STEP 3
purchase order with a total of $300,000.
STEP 1
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STEP 2
Image of a tennis player with tags for Michael Jo, tennis, sports, fun, balance, strings, racket
STEP 3

Talk to a specialist

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Try Impira’s platform and begin processing financial account statements today.

Get started now

Impira is onboarding new users every day. In order to get early access for free, sign up now.

Try Impira’s platform and begin processing financial account statements today.

Try Impira’s platform and begin processing financial account statements today.