More time with clients. Less time on data entry.

Tired of spending hours copying data from account statements? Upgrade to a smoother data gathering experience.

Learn More
Untitled (1)
advisor-purple

Financial Advisors & Planners

Building comprehensive financial plans involves time-consuming data input from client statements. EntryDock automates this process, giving you more time for analysis and personalized advice.

taxes-purple

CPAs & Tax Preparers

Tax planning and filing rely on accurate data from bank statements, brokerage reports, and tax forms. EntryDock streamlines information gathering, simplifying the entire tax season workflow.

lender-purple

Lenders

Lenders rely on detailed financial data from tax documents, paystubs, and bank statements for accurate underwriting. EntryDock automates the extraction of this data helping you close more loans faster.

 

Sign up for the Limited Beta
uploader-final
STREAMLINED UPLOADS

Direct & Secure Client Uploads

Eliminate confusion and friction for your clients. EntryDock offers direct, secure uploads straight from banks, brokers, and other sources – no more searching for downloaded files.

Schedule a Demo
STRUCTURED DATA

Intelligent Data Extraction

EntryDock's intelligent AI adapts to various financial documents, delivering accurate, structured data, regardless of document layout.

Schedule a Demo
{ id: "fca_zbyrdjTrwcYZJZc6WBs6GPid", object: "financial_connections.account", accountholder: { customer: "cus_1JAIzfJIR74v5t0MW8ioa9T8", type: "JTWROS" }, created: 1618725600, display_name: "Brokerage", institution_name: "TD Schwab", last4: "6789", livemode: true, status: "active", category: "cash", subcategory: "cash_management" }
Screenshot 2024-02-27 at 3.14.23 PM
INTEGRATED EXPERIENCE

Embedded in Planning Tools

The extraction capability is available integrated in your favorite planning tools, so you do not have to deal with learning and integrating a new tool in your busy practice.

Schedule a Demo
PARTNER WITH US

Flexible Partnerships, Powerful Results

EntryDock's intelligent AI extracts accurate, structured data from complex financial statements. Choose the partnership model that best suits your needs.

api-purple

API Integration

Enhance your wealth management, lending, or tax software with EntryDock's powerful data extraction. Seamlessly integrate our technology for unparalleled efficiency gains and improved client experiences.

managed-purple

Managed Service

Outsource your data gathering for hassle-free integration and a smoother client experience. EntryDock harnesses our AI technology to deliver structured data effortlessly into your existing systems.

FAQ

Answers to Common Questions

How does EntryDock handle different financial document formats?

EntryDock uses powerful AI called large language models. These models process text much like a human would, understanding the context of financial documents. This allows EntryDock to adapt to different layouts and ensure accurate data extraction, regardless of how the information is presented.

Is EntryDock secure?

We take data security extremely seriously. EntryDock uses robust encryption, adheres to industry best practices, and we're actively working towards SOC2 certification. Additionally, each customer's instance is completely isolated, ensuring your data remains protected and segregated.

What's the difference between your API Integration and Managed Service?

Our API Integration lets you embed EntryDock's power directly into your existing software for ultimate customization. If you'd rather offload data gathering entirely, our Managed Service gives you white-glove data delivery without any technical setup on your end.

How does the secure client upload work? Does EntryDock store my clients' login credentials?

We prioritize your clients' security. EntryDock does not store your clients' passwords or banking login information at any point. Our seamless upload process facilitates a direct, secure connection between your clients and their financial institutions. Their credentials are never shared with EntryDock.