See kerd.ai on your own statements.

A 30-minute call with the team that builds kerd.ai. We take one of your statements from import to the month-end journal, and answer the questions your partners will ask.

• 30 minutes, on video

  Send the form and we email you to agree a time that suits you.

• Bring a statement

  A broker or custodian statement, PDF or CSV. We import it with you, value the holdings and show the revaluation journal it gives.

• No obligation

  One follow-up email after the call. Nothing more unless you ask.

Rather look on your own first? Try kerd.ai free at app.kerd.ai (opens in a new tab). Sign in with Google or Microsoft.