1
Bring in your papers
Upload a folder of statements, policies, deeds and trust documents. Mail, drive and portal connections add more as they switch on.
How it works
Set up in an afternoon.
Bring in what you have. Diana reads it, drafts your records, and you confirm. Nothing is paid or sent without you.
2
She builds your picture
Accounts, homes, trusts, advisors, deadlines. Signed documents picked out from the drafts.
3
You confirm
Everything she finds is a draft until you say yes. Then your dashboard is ready.
Ways to bring things in
Available now
A folder of documents
Upload a whole folder: statements, policies, deeds, trusts, scans and photos. Diana reads every page and files each document.
Available now
Your bill address
A private email address for your household. Bills from senders you approve become drafts.
Available now
Email search
Ready-made searches in Gmail or Outlook. Forward what you find and Diana reads it.
Available now
Insurance & other portals
Save a carrier, law-firm or property-manager sign-in once. Diana fetches policies and documents for you.
Coming soon
Bank linking
Balances and holdings refreshed automatically through a read-only bank connection.
Coming soon
Mail & drive connection
Connect Gmail or Microsoft 365 once and Diana scans mail, calendar and drive read-only.