Upload your cashflows

Drag in one file, many files, or a whole portfolio folder. Everything merges into one dataset — duplicates are removed by path + size.

Drop files or a folder to ingest

Recursive · .xlsx / .xls / .xlsm · deduped by path + size · accumulates across drops

Click to choose files

Click the box above to pick files, or📁 Select a folder (everything inside)

AI structure & identity resolutionReads each sheet's layout and resolves property names automatically.AI

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