Wealth Write.Up launches AI statement importer for investment accounting

Wealth Write.Up on June 18, 2026, unveiled an AI-powered Statement Importer inside its investment accounting platform to speed brokerage statement processing and cut manual data entry. The company says the tool can extract data from multiple file types with 99.9% accuracy while keeping client data under customer control. Why it matters: - Brokerage statement entry is a major bottleneck for investment accounting teams. - Wealth Write.Up says the new importer can reduce data entry time by up to 90%. - The tool is designed to move staff away from manual typing and toward review and advisory work. - The release also targets firms that need secure handling of sensitive client data. What happened: - Wealth Write.Up launched an AI-powered Statement Importer on June 18, 2026. - The feature is integrated into the company’s core investment accounting platform. - The company is based in Montreal, Quebec, Canada. - Radu Paraschiv, CTO at Wealth Write.Up, said the tool removes the burden of manual statement entry while keeping client data sovereign and secure. The details: - The Statement Importer can extract unstructured brokerage data from Excel, PDF, TXT and scanned documents. - The system converts that data into structured transactions in seconds. - Transactions are posted directly into the platform. - Wealth Write.Up says the importer delivers 99.9% data extraction accuracy. - High-confidence records flow into the system for accounting professionals to review and finalize in the general ledger. - AI flags errors and supports bulk updates through a conversational interface. - The feature is built on data sovereignty principles and keeps client data under customer control. - The system operates securely within the customer’s existing environment. - The workflow is meant to handle multi-page statements, multiple languages and scanned documents. Between the lines: - The launch signals a broader push to automate back-office work in investment accounting. - Wealth Write.Up is betting that firms want faster processing without giving up control over sensitive financial data. - The focus on data sovereignty suggests security and compliance are part of the product pitch, not just speed. What’s next: - Wealth Write.Up is likely aiming for broader adoption across professional services firms, family offices, foundations and corporations. - The company says the platform is already trusted by more than 250 organizations and used by more than 1,800 professionals. - The importer may help the company deepen its position in Canadian investment accounting, where the platform hosts data in Canada. The bottom line: - Wealth Write.Up is using AI to attack one of investment accounting’s most time-consuming tasks: turning messy brokerage statements into usable ledger entries.