Flextract
Flextract is an AI-powered client data intelligence platform that automates document collection and extraction of structured data from financial documents (tax returns, statements, trusts, wills) for financial advisors, RIAs, and wealth managers, delivered via subscription SaaS with enterprise security.
- Company typePrivate
- Founded2023
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Flextract does
Flextract, operated by EntryDock, Inc. (Delaware C-corp, headquartered at 169 Madison Ave, New York), is an AI-powered client data intelligence platform built for financial advisors, wealth managers, RIAs, and broker-dealers. The product automates the document collection and data entry bottleneck in client onboarding and ongoing financial planning by combining Smart Checklists (AI-driven personalized document requests), a branded Client Portal (passwordless client upload), an AI extraction engine that reads tax returns, bank/investment/loan/credit-line statements, trusts, wills, and identity documents into structured schemas, and a suite of 10+ planning-ready reports (Net Worth, Investment Holdings, Cash Flow, Income Tax Waterfall, Estate Planning, etc.) accessible through a Deep Dive AI Q&A interface.
The underlying technology stack is an enterprise-AI document processing platform deployed across AWS and GCP with multi-region redundancy, AES-256 encryption, TLS 1.3 in transit, and a REST API with JWT authentication. A Chrome Extension delivers extracted data into any web-based planning tool (eMoney, MoneyGuidePro, Salesforce, Wealthbox) without requiring formal API integrations. Flextract is SOC2 Type II certified, supports HIPAA-aligned safeguards, and publishes a Trust Center.
The commercial model is a subscription SaaS sold primarily via product-led growth through a self-serve free trial and demo mode, supplemented by direct enterprise sales for 500+ client practices. Pricing tiers range from $100/mo (GATHER, up to 100 clients) to $200/mo (ANALYZE, up to 100 clients) at the entry level, with volume pricing up to $750/mo for 500 clients and bespoke Enterprise contracts beyond. Unlimited team members are included (no per-seat fees), and the company targets both SMB advisory firms (16 publicly named customers such as Mokan Wealth, Foundry Financial, Everest Private Wealth) and large RIAs/broker-dealers. The company was founded in 2023, has 1–10 employees, raised a 2024 funding round from Commerce Ventures and Costanoa Ventures, and is led by founder/CEO Rajesh Jayaraman (ex-CTO Ellevest, ex-Yodlee, co-founder of oFlows acquired by Andera) and co-founder/CTO Nick Blanchet (ex-Ellevest engineering through 15x growth, co-founder of Ohi acquired by OnFleet, ex-Morgan Stanley).
Flextract firmographics
Firmographics- Name
- Flextract
- Legal name
- EntryDock, Inc.
- Website
- https://flextract.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Flextract is an AI-powered client data intelligence platform that automates document collection and extraction of structured data from financial documents (tax returns, statements, trusts, wills) for financial advisors, RIAs, and wealth managers, delivered via subscription SaaS with enterprise security.
- Ownership category
- akta.pro rank
Flextract industry classification
Industry- Product category
- Financial Planning Software
- NAICS
- Trusts, Estates, and Agency Accounts (525920)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Income & Employment Verification (VOI/VOE, payroll-linked data) (FSAGACAE)
- akta.pro secondary industry
- Net Worth & Personal Balance Sheet Tracking (FSAGADAF)
Keywords
Where Flextract is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Flextract business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure, Personnel, Marketing or Sales, Operations
Revenue model
- Subscription SaaS - GATHER Plan: Base subscription tier at $100/month (billed annually) covering up to 100 clients/households. Includes Smart Checklists, Client Portal, Chrome Extension, unlimited team members, AI document classification, auto-match documents, and cloud storage sync.
- Subscription SaaS - ANALYZE Plan: Premium tier at $200/month (billed annually) covering up to 100 clients/households. Includes everything in GATHER plus 10+ planning-ready reports, Deep Dive AI, and Excel/PDF export capabilities.
- Volume Pricing Tiers: Volume-based pricing for larger practices: Up to 200 clients at $183/mo (GATHER) or $367/mo (ANALYZE); Up to 300 clients at $250/mo or $500/mo; Up to 500 clients at $375/mo or $750/mo. Enterprise pricing available for 500+ clients.
- Enterprise and Add-on Services: Enterprise tier for large RIAs, broker-dealers, and multi-office firms with 500+ clients. Optional add-ons include API Access, Custom Reports, Custom Forms, and Custom Integrations. White-glove onboarding and training included.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | GATHER - Base plan at $100/mo for up to 100 clients |
| Subscription | Annual | ANALYZE - Premium plan at $200/mo for up to 100 clients |
| Subscription | Annual | Volume pricing - 200 clients |
| Subscription | Annual | Volume pricing - 300 clients |
| Subscription | Annual | Volume pricing - 500 clients |
| Subscription | Annual | Enterprise - 500+ clients, contact for pricing |
| Subscription | Annual | Optional add-ons (API, Custom Reports, Custom Forms, Custom Integrations) |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Flextract product offering
Product offeringCore offering
Flextract is an AI-powered client data intelligence platform for financial advisors that automates the collection, extraction, and organization of client financial documents. It reads and extracts structured data from 30+ document types including tax returns, bank statements, investment accounts, loan documents, credit lines, trusts, wills, and identity documents, then generates planning-ready reports and pushes data into web-based planning tools via a Chrome Extension. The product is delivered as a multi-tenant SaaS subscription (GATHER and ANALYZE tiers) with a REST API for custom integrations.
Product overview
Flextract is a client data intelligence platform for financial advisors offering a unified product with four core capabilities: Smart Checklists (intelligent document requests), Client Portal (branded client upload experience), Interactive Reports (10+ planning-ready reports with Deep Dive AI), and Chrome Extension (data delivery to web-based tools). The platform is offered in two pricing tiers—Gather ($100/month) for document collection and basic features, and Analyze ($200/month) adding comprehensive reporting and AI-powered data exploration. All tiers include unlimited team members and are powered by an API enabling custom integrations.
Differentiator
Problem solved
Functional benefit
Products and services
- Smart Checklists AI-powered personalized document collection checklists that analyze which documents have already been uploaded for each client and identify exactly what is still missing, replacing generic document requests with tailored ones for financial advisors.
- Client Portal Branded, passwordless client-facing portal that lets clients of financial advisory firms upload documents from any device, with clear instructions and an intuitive experience designed to maximize completion rates.
- Interactive Reports Ten or more planning-ready reports (Net Worth, Investment Holdings, Income Breakdown, Cash Flow, Pay Statement Analysis, Income Tax Waterfall, Tax Document Checklist, Insurance Coverage, Estate Planning, etc.) synthesized from extracted document data, with Deep Dive AI for follow-up questions and PDF export for client-ready deliverables.
- Chrome Extension Browser extension that ports extracted Flextract client data directly into any web-based planning tool (eMoney, MoneyGuidePro, Salesforce, Wealthbox) without requiring formal API integrations.
- Flextract API REST API providing programmatic access to Flextract's document upload, folder management, report generation, and data extraction capabilities; supports JWT token, session, and basic authentication with rate limits for standard, upload, and report-generation endpoints.
- Flextract Platform Unified AI-powered client data intelligence platform for financial advisors that automates document collection, AI-powered data extraction from financial documents, and organization so planning teams can build complete client pictures faster and keep client data current.
Quantifiable outcome
- 17 hours saved per week on data entry
- +2 more outcomes
Companies that use Flextract
Customer profileNamed customers16 records
Segments2 records
Ideal customer profiles2 records
Flextract technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability7 records
Feature13 records
Flextract partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- PreciseFPcoreIntegration enabling automatic creation and update of client profiles in PreciseFP from extracted document data. Supports 30+ client data fields including personal information, contact details, employment, identification documents, and financial data. Full support for co-clients and joint account management.
- WealthboxcoreCRM integration transforming document processing into contact management. Automatically creates and updates contact profiles in Wealthbox from extracted data including personal details, financial information, investment profiles, and relationship data. Supports lead qualification and opportunity tracking.
- SalesforcecoreEnterprise CRM integration providing lead and contact synchronization, custom field mapping capabilities, and workflow automation support. Enables financial advisors to maintain client data in Salesforce alongside document extraction.
- Google DrivecoreCloud storage integration enabling automated document upload and organization to Google Drive. Creates organized folder structures based on document types, projects, or clients. Includes multi-format support, metadata preservation, and Google Workspace collaboration features.
- DropboxcoreCloud storage integration providing automated document upload to Dropbox with structured folder organization. Supports all document types up to 150MB per file with intelligent naming and conflict resolution. Maintains original file properties and creation dates.
- BoxcoreEnterprise file storage integration with secure document organization, compliance and audit trails, and advanced security controls. Ideal for businesses requiring enterprise-grade security and compliance documentation.
- Amazon Web Services (AWS)coreCloud infrastructure provider hosting Flextract data with multi-region redundancy. Data stored on AWS infrastructure in the United States with replication across multiple regions for redundancy and disaster recovery. All data encrypted at rest using AES-256.
- Google Cloud Platform (GCP)coreCloud infrastructure provider used alongside AWS for multi-region redundancy. Data processed and stored on GCP infrastructure with multi-region redundancy. All data encrypted at rest using AES-256 and in transit using TLS 1.3.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Flextract competitors and assessment
Company assessmentEmerging players
- Canopy: Canopy is a practice management platform for accounting and tax firms with AI document collection and client portal capabilities. Adjacent because it serves financial professionals with document workflow automation, though its primary market is tax/accounting rather than wealth advisory.
- Wealth.com: Wealth.com is an estate planning platform for financial advisors, including automated extraction of wills, trusts, and estate documents. Direct overlap with Flextract's trust agreement and last will extraction capabilities, but narrower in scope.
- TIFIN Wealth: TIFIN Wealth applies AI to wealth management personalization and advisor workflows. Competes in the AI-for-advisors category with a different primary angle (personalization/marketing) but a similar buyer and AI-augmentation thesis.
Direct peers
- Zocks: Zocks provides AI-powered client meeting and document automation for financial advisors, including capturing data from client documents and meetings. Competes for the same advisor-AI tooling budget with overlapping use cases in client data capture.
- Holistiplan: Holistiplan builds AI-powered tax planning software for financial advisors, including automated extraction of tax return data into planning workflows. Closest direct competitor to Flextract in applying AI to financial-advisor document workflows, with overlap in tax return and income document processing.
- Jump: Jump is an AI assistant for financial advisors that automates meeting prep, note-taking, and client follow-up. Competes in the AI-for-advisors category with overlapping buyer and overlapping workflow automation use cases.
- PreciseFP: PreciseFP is a client onboarding and data collection platform for financial advisors. Flextract and PreciseFP already have a documented integration partnership, and both compete for the same document collection/automation budget inside advisory firms.
Broad incumbents
- Orion Advisor Tech: Orion provides portfolio accounting, reporting, and advisor CRM software to RIAs and broker-dealers. As a major incumbent in advisor tech, it competes for the same technology budget and could expand into AI document extraction as part of its roadmap.
- Advisor360°: Advisor360° is an integrated wealth management platform serving large RIAs and broker-dealers with portfolio management, reporting, and client onboarding. Represents the bundled incumbent alternative that could absorb Flextract-style document extraction into a wider suite.
Regional players
- SmartVault: SmartVault is a document management and client portal platform built for CPAs, bookkeepers, and financial professionals. Competes on document collection and storage workflows for financial professionals, though primarily serving accounting rather than wealth advisory.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Flextract social profiles
Digital presenceFlextract compliance and trust
Trust signalCompliance2 records
Flextract financial estimates
Financial estimateRevenue estimate
Valuation estimate
Flextract leadership team
Management profileNumber of profiles
Profiles2 records
Flextract funding detail
Funding detailFunding overview
Funding rounds1 record
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Flextract M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Flextract
What does Flextract do?
Flextract is an AI-powered client data intelligence platform for financial advisors that automates the collection, extraction, and organization of client financial documents. It reads and extracts structured data from 30+ document types including tax returns, bank statements, investment accounts, loan documents, credit lines, trusts, wills, and identity documents, then generates planning-ready reports and pushes data into web-based planning tools via a Chrome Extension. The product is delivered as a multi-tenant SaaS subscription (GATHER and ANALYZE tiers) with a REST API for custom integrations.
Is Flextract a public or private company?
Flextract is a private company. It is classified as venture growth investor backed and is currently operating.
When was Flextract founded?
Flextract was founded in 2023. It employs 1 to 10 people.
Where is Flextract based?
Flextract is headquartered in New York, United States, in the North America region.
How does Flextract make money?
Four revenue lines are on record. Subscription SaaS - GATHER Plan is the primary driver. The others are subscription SaaS - ANALYZE Plan, volume Pricing Tiers and enterprise and Add-on Services.
Who are Flextract's main competitors?
Emerging players on record are Canopy, Wealth.com and TIFIN Wealth. Direct peers are Zocks, Holistiplan, Jump and PreciseFP. Broad incumbents are Orion Advisor Tech and Advisor360°. SmartVault is listed as a regional player.
Does Flextract have an API?
Yes. REST API providing programmatic access to document processing, client management, and report generation. Supports JWT token, session, and basic authentication. Rate limits: 1000 requests/hour for standard endpoints, 100 requests/hour for uploads, 50 requests/hour for report generation. Available via developer portal (docs.flextract.com) with production keys available by contacting sales or account managers for enterprise accounts. Developer documentation is at docs.flextract.com.
What industry is Flextract in?
Flextract's product category is Financial Planning Software. Its primary akta.pro industry code is FSAGACAE, Income & Employment Verification (VOI/VOE, payroll-linked data), with a secondary code of FSAGADAF, Net Worth & Personal Balance Sheet Tracking. Its NAICS code is 525920 and its SIC code is 6282.