Business introduction
More time with clients. Less time on data entry
Tired of spending hours copying data from account statements? EntryDock automatically extracts data from financial documents, and streamlines your data gathering experience
EntryDock helps financial advisors, CFPs, tax preparers, accountants and lenders spend more time with clients and less time on data entry.
Our product helps you deliver a smooth data gathering experience to your clients and significant time savings in your operations.
EntryDock offers direct, secure statement uploads straight from banks, brokers, and other sources – no more searching for downloaded files.
Our intelligent AI leverages large language models and adapts to various financial documents, delivering accurate, structured data, regardless of document layout.
