Upload one real file
Use an agent PDF, PropertyMe or Console Cloud export, accountant spreadsheet, CSV, Excel workbook, Word document, or statement image.
Free statement health check
See what is inside your rental records before you set anything up
Upload one agent statement or spreadsheet. Vestly maps the properties and expense rows, then points out missing details and uncertain entries for you to review.
No account requiredNo account changesTwo free checks a day
Your file is processed securely by Vestly and Anthropic for this check, then discarded. The extracted draft stays only in this browser tab for up to 24 hours so it can follow you into onboarding. It is not saved to a Vestly account and no portfolio records are created. Review every extracted row before relying on it.
See the review workload
Get counts for properties, expense rows, categories, low-confidence items, missing states, and unassigned expenses.
Continue without starting again
If you create an account in the same tab, the draft moves into onboarding and opens in the normal editable review screen.
What this check does not do
It does not decide whether an expense is deductible, certify that a statement is complete, or prepare a tax return. It transcribes the records it can see and tells you where human confirmation is still needed.
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