Flextract
Flextract helps advisory firms turn documents into clean, structured data. With this integration, you can extract key information from files like tax returns, insurance policies and account statements, then sync that data directly into PreciseFP with full control over what gets updated.
How does the integration work?
This integration is ideal for firms handling advisor transitions, onboarding or ongoing record maintenance. Flextract makes it easy to keep PreciseFP accurate, no manual entry required.
