The Extractor is Kerdora's AI-powered data intake tool. You upload a client's documents — PDFs, spreadsheets, screenshots, even pasted chat transcripts — and Dora reads them, pulls out the financial data, and proposes updates to the client's plan one item at a time. It's the fastest way to populate a new client.

Instead of typing every account, balance, income source, and policy by hand, you upload what you already have and Dora does the heavy lifting. You then approve or reject each proposed change in a chat thread before anything gets saved.

The Extractor accepts:

You can upload up to 15 files at a time, with a maximum file size of 50 MB per file.

Word documents (.doc and .docx) are not supported. If you have content in Word, save it as a PDF first or copy and paste the text into the upload area.

From the client's Documents page, click Upload. A modal opens with a drop zone, a text field for instructions, and two buttons at the bottom.

Drag and drop files into the drop zone, click to browse, or paste images directly from your clipboard. You can also paste long text into the same area — it gets attached as a document automatically.

Use the text field to give Dora context about what you're uploading. Examples:

Context helps Dora make better decisions about how to categorize and assign the data it finds. It's especially useful when documents are ambiguous.

When your files and instructions are ready, click Upload & Extract. Kerdora uploads the files, opens a new Dora thread, and Dora starts reading the documents.

You'll be taken straight into the Dora chat where she'll work through the documents and propose changes one by one.

If you just want to store documents in the vault without extracting data, click the plain Upload button instead. Files go into the Documents page as a record but Dora won't touch them.

Once extraction starts, Dora works through each document and creates proposals in the chat thread. A proposal is a batch of one or more changes — a new account, a new income source, an insurance policy, a household member, etc.

Every proposal shows up as a card in the thread with:

You handle proposals one at a time. There's no batch "approve all" — this is intentional, so you can catch duplicates or bad data before it lands in the plan.

If a proposal is close but not quite right, reject it and tell Dora what to fix in a follow-up message. For example:

Dora will re-read the documents with your guidance and propose updated changes.

Once you approve a proposal:

No. The Extractor is an advisor-only feature. Clients can upload documents through the Client Portal, but Dora only runs when you click Upload & Extract. You'll need to run extraction on any documents clients upload.

The files are stored in the client's Documents page whether or not you extract data from them. You can access them anytime, and you can re-open the Dora thread to see what was proposed and approved.

Yes. In the same Dora thread, just ask Dora to re-read the documents with new instructions. You can also start a new extraction from the Documents page if you need a fresh thread.

Reject the duplicate proposal in the thread. If you already approved it, delete the duplicate from the relevant Profile section. Dora checks existing client data to avoid duplicates, but it's always worth reviewing.

You can upload up to 15 files at a time, with a maximum of 50 MB per file. If you have more, upload them in batches.

The Extractor used to have a single review page with batch approval. It now runs through Dora, who proposes changes one at a time so you can approve or reject each one. There's no batch button by design.