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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

CFO Silvia is an AI-driven financial intelligence platform that acts as a personal CFO for modern investors. It centralizes financial data by connecting banking, brokerage, crypto, loan, and asset accounts into a single, real-time view. CFO Silvia tracks net worth changes, investment performance, and asset values automatically. Through conversational chat, users can ask CFO Silvia questions about their finances and receive context-aware insights. The platform identifies risks such as overexposure, unnecessary fees, tax drag, and inefficient cash allocation. CFO Silvia enables users to run detailed scenario analyses to model future financial outcomes. It leverages real-time financial data and web research to generate actionable reports. Strong encryption and read-only access ensure user data remains secure. CFO Silvia removes the need for spreadsheets and fragmented tools. It gives users clarity and confidence over their entire financial picture.

Description

Pedfs is an innovative workspace that utilizes artificial intelligence to facilitate the extraction, creation, and organization of various financial documents. This platform transforms PDF invoices, receipts, bank statements, and expense records into ready-to-use, exportable data formats. Users can upload single documents or process multiple files simultaneously. Pedfs efficiently identifies and extracts essential information such as vendor names, invoice numbers, dates, tax amounts, totals, payment details, and line-item specifics. Additionally, it allows users to monitor the progress of their batch processing, check the status of each file, and easily reprocess any failed documents without disrupting the others. Previous extraction results are stored in the PDF History feature, enabling users to select specific records for export in structured formats like CSV, Excel, or JSON, which is beneficial for bookkeeping, analysis, reporting, and other downstream applications. Moreover, Pedfs offers an Invoice Creator tool that guides users through creating professional invoices by allowing them to input business and customer information, line items, quantities, prices, taxes, totals, notes, and payment instructions, streamlining the invoicing process significantly. This combination of features makes Pedfs a comprehensive solution for anyone looking to simplify their financial documentation workflow.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Charles Schwab Yes 
Coinbase Yes 
Fidelity Yes 
J.P. Morgan Payments Platform Yes 
Redfin Yes 
Robinhood Yes 
Vanguard Yes 
Zillow Yes 

Integrations

Charles Schwab No 
Coinbase No 
Fidelity No 
J.P. Morgan Payments Platform No 
Redfin No 
Robinhood No 
Vanguard No 
Zillow No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$29.90
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CFO Silvia

Founded

2025

Country

United States

Website

www.cfosilvia.com

Vendor Details

Company Name

Pedfs

Founded

2026

Country

Canada

Website

pedfs.com

Product Features

Product Features

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