Your financial life is more than the sums in your accounts. Whether you need to prove your income, or your address, or to maximize deductions at tax time, documents are actually an important piece of the puzzle.
We believe that this sort of unstructured data is just as important as the structured balance and transaction data that Personal Finance tools have historically focused on. This is why we’ve launched a way to track and organize all of your financial docs in one place. In this first version you can upload docs, associate them to specific accounts, assets, or liabilities, and tag them. In future versions, we’ll get much smarter about helping you understand the content of your docs automatically using AI.
Like all data in Canua, we take great care to store your docs securely and fully encrypted.
Remember: If you don’t see your institution supported in Canua please let us know! We’re always adding new data connections.