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AI Imports
a privacy-first way to use AI assisted import of your accounts, assets, and transactions into AssetView
Upload a CSV file
Clarifying questions may be asked
Review the interpretation
Make adjustments if you wish
Automatically creates your accounts, assets, and transactions in AssetView
Privacy-first, you control the contents of the file you upload; all AI interactions route through AssetView's secure infrastructure
Vitals
Vitals
Category
App
Startup
On - Permanent
Price
Some free use - see below for details
Author
Assetview
AssetView Editions
Investor, Business
Version
1.0.0
Documentation
Pricing
Pricing
included with AI PowerPort
Details
Details
AI Imports
AI assisted import of you accounts, assets, and transactions into AssetView
- Upload a CSV fileAV's import process can accommodate almost any CSV file
- AV Import questionsquestions may be posed during the process to clarify the data
- Review the interpretationmake any adjustments you wish
- AutomationAV Import will automatically create your accounts, assets, and transactions in Assetview
- Privacy-first designyou control the contents of the file you upload; all AI interactions route through AssetView's secure infrastructure
