From inbox to portfolio in minutes. Documents auto-import from email, AI extracts the data, and you review only what needs attention—then sync directly to Sharesight. Zero manual entry.
How It Works
From the moment a document hits your inbox to when it's synced to Sharesight— every step is automated, yet you remain in complete control of your data.
Forward your fund manager emails to a dedicated inbox. Documents are automatically extracted, classified, and queued for processing—completely hands-free.
AI-powered intelligence reads your capital calls, distributions, NAV statements, and K-1s. Extracts amounts, dates, entities, and fund details with institutional accuracy.
You're always in control. Low-confidence extractions go to your exception queue. Override any AI-extracted field. Configure your own confidence thresholds.
Extracted transactions sync directly to Sharesight with one click. Trades, distributions, and holdings flow seamlessly—keeping your portfolio tracking always current.
Track NAV, IRR, and MOIC across all your entities and funds. Real-time dashboards show performance, upcoming capital calls, and recent distributions.
Enterprise-grade security with encryption at rest and in transit, role-based access controls, and comprehensive audit trails to protect your sensitive data.
Work Smarter
ezyFO eliminates the manual work that consumes your team's valuable time. Our AI handles document processing while you focus on what matters—strategic investment decisions.
Enterprise Security
Built with security at every layer—from infrastructure to application—following industry best practices.
Your data is encrypted at rest and in transit, ensuring it stays protected at every stage.
Redundant infrastructure designed for reliability, keeping your data accessible when you need it.
Discover how ezyFO can streamline your family office document workflow. Get in touch to learn more.