See what your clients see
This is the page your clients get each month. Try it: upload a file, answer a question, and watch the checklist fill in. It's a sample, so nothing you add leaves your browser.
In the real page, AI reads each PDF or photo and tells the client straight away if it looks like the wrong document or the wrong month. Here it only reads the file name, so try a PDF named something like statement-june.pdf to see a wrong month get caught.
Your September 2026 documents
Please upload by Thu 22 Oct.
Upload files or answer the questions below. You can return to this link anytime.
0 of 3 required items sent
The full September statement as a PDF.
PDF, photos, Word, Excel, CSV or text files, up to 25 MB each. You can select several at once.
PDF, photos, Word, Excel, CSV or text files, up to 25 MB each. You can select several at once.
PDF, photos, Word, Excel, CSV or text files, up to 25 MB each. You can select several at once.
Saves as soon as you pick one.
Press Save to submit this answer.