AI Imports
A privacy-first way to use AI assisted import of your 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
