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
What comes back
In about thirty seconds, the shape of your records
The properties it found, the expense rows it could read, and a short list of what a person still has to confirm. Then a choice: keep the draft and finish in Vestly, or close the tab with nothing saved.
Try it with your statementA few items need attentionSample
We found the shape of your records
- Properties
- 2
- Expense rows
- 37
- Categories
- 9
- Warnings
- 2
What to check first
- 1 property is missing a state.
- 3 expenses need a property.
- 2 rows were difficult to read.
Notes from the file
- A column headed "Mgmt fee" was read as Property management.
- Rows 31 to 33 carried no date; the statement period was used.
Illustrative. An agent statement for two properties; your file gives your own counts. No tax figure is calculated here.
Your file is processed by Vestly and the OpenAI API for this check. OpenAI does not use API data for model training by default; its data retention policies still apply. The extracted draft stays 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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