DocuVision Adds Support for 40 US Financial Institutions

DocuVision Adds Support for 40 US Financial Institutions

The Estateably Team
October 26, 2023

Estateably, the leading cloud-based estate administration software provider, has announced an exciting update to their DocuVision PDF Financial Statement Parser. The update introduces support for 40 US financial institutions, making it easier than ever for estate administrators to manage estate accounting matters.

Logging individual transactions from monthly bank statements can be one of the most time-consuming and error-prone tasks throughout the administration of an estate. With the DocuVision PDF Financial Statement Parser, users can quickly and easily parse financial statements by simply uploading a PDF statement to the platform. This makes it easy to identify and manage transactions and inputs in bulk, saving professionals countless of hours per matter per month.

Previously, the tool supported the majority of Canadian financial institutions with limited coverage for the US market. With support for 40 US financial institutions, US users can now benefit from the innovative, time-saving features our Canadian users love.

The 40 US-based institutions now supported in Estateably include:

  • Ally Bank
  • Citibank
  • USBank
  • TD Bank
  • Capital One
  • Wells Fargo
  • JPMorgan CHASE
  • Bank of America
  • BB&T
  • Fifth Third Bank
  • First Citizens Bank
  • PayPal
  • KeyBank
  • Navy Federal
  • Discover Bank
  • USAA Federal Savings Bank
  • BMO Harris Bank

Using DocuVision is easy: simply upload a PDF bank statement from any supported financial institution, select the corresponding bank account and confirm the import.All the transactions will be uploaded into Estateably’s estate accounting module.

See DocuVision in action:

Overall, this DocuVision PDF Financial Statement Parser update is a major win for any Estateably estate administrators and their clients. Over the comnig weeks and months, Estateably will add additional coverage for more financial institutions in the US - if you would like a particular institution prioritized, leave a comment on our ProductBoard!

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