Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
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