The Extractor is Kerdora's AI-powered data intake tool. Upload your client's documents — PDFs, spreadsheets, screenshots, even pasted chat transcripts — and the Extractor reads through them, pulls out financial data, and populates the client's profile automatically. It's the fastest way to get a client set up in Kerdora.

Instead of manually entering every account, balance, income source, and insurance policy, you upload what you already have and let the Extractor do the heavy lifting. You then review what it found, reject anything that's off, and approve the rest.

Where to Find the Extractor

Go to Clients and click into a client
Click Documents in the left sidebar
You'll see the upload area at the top of the page

What You Can Upload

The Extractor accepts:

PDFs — statements, insurance declarations pages, estate documents, tax returns
Spreadsheets — CSV files with account data, holdings, or balances
Word documents — .doc and .docx files
Images — screenshots, photos of statements (JPEG and PNG)
Pasted text — chat transcripts, notes, or any text you copy and paste into the text field

You can upload up to 15 files at a time, with a maximum file size of 200 MB per file.

You can also paste an image directly from your clipboard into the upload area — no need to save it as a file first.

How to Use the Extractor

Step 1: Upload Your Files

Drag and drop files into the upload area, or click to browse. You can also:

Paste text — Use the text input field to paste chat transcripts, notes from a client call, or any other text. Kerdora converts this into a text file automatically.
Paste images — Copy a screenshot and paste it directly into the upload area.

Step 2: Add Instructions (Optional but Recommended)

Below the upload area, there's an "Add instructions" field. This is where you give the Extractor context about what you're uploading. For example:

"This is a married couple. John is 45 and Sarah is 42. The brokerage statement is joint."
"Ignore the old 401k — it was rolled over into the IRA."
"The disability policy is for Sarah only."

Adding instructions helps the Extractor make better decisions about how to categorize and assign the data it finds. This is especially useful when documents are ambiguous or when you know something the documents don't say explicitly.

Step 3: Click "Upload & Extract"

Once your files and any instructions are ready, click Upload & Extract. The Extractor will begin processing your documents. This typically takes a minute or two depending on how many files you uploaded.

There's also a plain Upload button if you just want to store documents without extracting data from them. Use this for files you want to keep on record but don't need data pulled from.

Reviewing Extracted Data

After the Extractor finishes processing, you'll be taken to the review page. Here's what you'll see:

Extracted Event Cards

The Extractor presents everything it found as individual cards, grouped by type:

People — household members (adults, children)
Assets — investment accounts, bank accounts, real estate, etc.
Liabilities — mortgages, loans, credit cards
Income — salary, business income, rental income
Insurance — life, disability, homeowners, auto, and other policies
Holdings — individual investment positions within accounts

Each card shows the specific data the Extractor pulled — account names, balances, policy details, and so on.

What to Do on the Review Page

Review each card — Make sure the data looks right. Check that accounts are named correctly, balances are accurate, and data is assigned to the right person.
Reject anything that's wrong — If a card has bad data or is a duplicate, reject it. Rejected cards won't be saved to the client's profile.
Approve the batch — Once you've reviewed everything, approve the remaining cards. The data gets saved to the client's profile and flows into all the Planning modules.

Re-Extracting with Corrections

If the Extractor missed something or got something wrong, you don't have to start over. On the review page, you can add additional context to explain what needs to change. For example:

"The Schwab account is actually a joint account, not individual."
"You missed the term life policy on page 3 of the PDF."
"Sarah's income is $95,000, not $85,000."

After adding your corrections, click to re-extract. The Extractor will process the same documents again with your feedback and produce updated results.

After Approval

Once you approve the extracted data:

Profile tabs populate — Accounts appear under Accounts, income shows up under Cashflow, insurance policies appear under Insurance, and household members appear under Household.
Planning modules update — Goals, Investments, Insurance calculators, and other Planning tabs automatically reflect the new data.
Everything is editable — Extracted data is no different from manually entered data. You can edit any field, add missing details, or delete anything that shouldn't be there.

Tips for Getting the Best Results

Upload everything at once — The Extractor is smarter when it can see all the documents together. It cross-references information across files to avoid duplicates and fill in gaps.
Use the instructions field — A few sentences of context go a long way. Tell the Extractor who the clients are, what the documents represent, and anything that might not be obvious from the files alone.
Combine file types — Upload a mix of PDFs, spreadsheets, and pasted notes in the same batch. The Extractor handles them all together.
Review before approving — Take a minute to scan the extracted cards. It's faster to reject a bad card now than to find and fix it later in the profile.
Use re-extraction for corrections — If something's off, add context and re-extract rather than manually fixing everything. The Extractor learns from your feedback within that session.

Common Questions

Can clients use the Extractor?

No. The Extractor is an advisor-only feature. Clients can upload documents through the Client Portal, but they cannot trigger extraction. You'll need to run the Extractor on any documents clients upload.

What happens to the uploaded files?

The files are stored in the client's Documents section. They stay there whether or not you extract data from them. You can access them anytime.

Can I extract from the same documents again?

Yes. You can re-extract from documents as many times as you need, and you can add additional context each time to improve the results.

What if the Extractor creates a duplicate account?

Reject the duplicate card during the review step. If you've already approved it, you can delete the duplicate from the client's Profile tabs. The Extractor tries to avoid duplicates by checking existing client data, but it's always good to review.