Extract Financial Data,
With Precision
Eliminate manual data entry from tax returns, brokerage statements, insurance policies, client emails, and meeting transcripts. Sterling extracts and structures financial data automatically.
Free forever • 100 free credits • No credit card required
AI Fact Extraction
Document
Uploaded File:
2024_Tax_Return.pdf
Form 1040 • 18 pages
From Client:
Portfolio Update Request
3 action items detected
Transcript
Meeting Notes:
Q4 Review - Smith Family
12 facts mentioned
Extracted Facts
AGI:
$285,000
IRA Contributions:
$14,000
Intelligent Data Extraction
AI-powered processing that understands documents, extracts key data, and structures information automatically
Smart Recognition
AI automatically identifies document types and knows which fields to extract from each format
Multi-Format Support
Process PDFs, images, scanned documents, emails, and meeting transcripts with equal accuracy
Structured Extraction
Data is automatically organized into proper fields, ready to sync directly to your CRM
Context Understanding
AI knows what's important—extracting relevant financial data while ignoring irrelevant information
Accuracy Validation
Built-in validation catches errors and inconsistencies
Automatic Sync
Extracted facts populate client records automatically with one-click approval
Extract Facts From Any Source
Process documents, emails, transcripts, and forms with AI-powered extraction that understands financial data
Documents
Tax returns, brokerage statements, insurance policies, estate documents, and financial statements
Example Data Extracted:
- •AGI, income sources, deductions
- •Portfolio values, asset allocations
- •Policy details, beneficiaries
- •Trust terms, estate values
$0.30 per page
Emails
Client communications, questions, updates, and action items from email correspondence
Example Data Extracted:
- •Action items and follow-ups
- •Questions requiring response
- •Account updates mentioned
- •Important dates and deadlines
$0.30 per email
Transcripts
Meeting notes and client conversations processed through AI Notetaker with fact extraction
Example Data Extracted:
- •Goals and objectives discussed
- •Life changes and updates
- •Risk tolerance preferences
- •Investment preferences stated
$1.50 per meeting
Forms
Client intake forms, questionnaires, risk assessments, and application documents
Example Data Extracted:
- •Personal information
- •Financial goals and timeline
- •Current assets and liabilities
- •Family structure and dependents
$0.30 per page
Supported Financial Documents
Tax Documents
- • Form 1040, 1099, W-2
- • K-1 partnership forms
- • State tax returns
- • Prior year returns
Investment Docs
- • Brokerage statements
- • 401(k) / IRA statements
- • Fund prospectuses
- • Trade confirmations
Insurance & Estate
- • Life insurance policies
- • Annuity contracts
- • Trust documents
- • Beneficiary forms
Seamlessly Integrated With Your Workflow
Extracted facts flow directly into Sterling CRM, updating facts and creating detailed audit trail
Upload
AI Extraction
CRM Update
Verified
Auto-Populates CRM
Extracted facts sync directly to client records with one-click approval—no manual data entry required
Creates Tasks
Action items identified in documents and emails automatically generate follow-up tasks for your team
Triggers Workflows
New facts can automatically trigger workflows like portfolio reviews, compliance checks, or opportunity analysis
How It Works
Three simple steps to extract and structure financial data from any document
Upload Documents
Drag & drop files, forward emails, or upload directly. Supports PDFs, images, and scanned documents
AI Extracts Facts
Sterling identifies document type, extracts key data points, and structures information automatically
Review & Sync
Verify extracted facts in seconds, then sync to CRM with one click—no manual entry required