Manually entering transactions from a banking and brokerage statement can take hours, DocuVision solves this by reading and extracting transactions from PDF statements.
Upon upload, the system can identify transaction dates, descriptions, and values, and automatically input this data into the accounting table, saving those responsible hours upon hours of manual data entry.
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Estateably's features are intuitive and they continue to optimize for a better customer experience. One of their greatest draws is that their team is always available, helpful and resourceful in providing solutions to any problems
I use Estateably for all of my estate administration files. It is modern and efficient, and my staff loves it! It is head and shoulders above the competition!
Estateably enables our firm to work seamlessly even with a fully remote team. It saves us time on our estate files, and their team is extremely responsive to our needs.
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Estateably is easy to use, complete, and flexible. The team provides fantastic support and collaboration.
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