Join the Statement Import Beta: Customers can opt in to get started
Frequently asked questions
Answers to our most asked questions about our beta program
What can I expect during the beta period?
During the beta (running through June 30, 2026), you’ll be able to test Investment Statement Import with real statements from your files, try both funding and non-funding workflows, report bugs/unexpected behaviour, and suggest improvements or missing functionality.
Will Investment Statement Import become a paid feature after June 30, 2026?
Yes. Investment Statement Import is available during the beta period (up to June 30, 2026). After that date, the feature is expected to transition to a paid add-on or paid tier. We’ll share pricing and rollout details in advance.
Can I import both funding and non-funding assets?
Yes. The beta is designed for testing both funding and non-funding asset workflows, so you can run the feature through real-world scenarios.
What file types are supported, and is there a statement size limit?
Right now, only PDF statements can be imported. PDFs must be 99 pages or less and 50MB or less.