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AI-Agents for Document Conversion in Financial Services working with Gmail

Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.

Export Spreadsheet Tab

Email CSV copies of requested financial reporting tabs.

Get a CSV copy of the exact spreadsheet tab you need, with its row count in your inbox or a clear explanation when no file can be sent.

Works with33 tools
Extract Text From Scans

Return text from scanned loan papers in the email thread for review.

Get the text from emailed scans and see which words need your review. Find the reply in the same email thread.

Works with5 tools
Send Spreadsheet CSV

Send a requested tab as a CSV for financial data handoffs.

Get the requested spreadsheet tab into your colleague's inbox as a CSV file. Your request row shows what happened.

Works with5 tools
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