AI assistants for the spreadsheet-heavy family office.
Veridel helps family offices automate the repetitive work hiding inside spreadsheets, PDFs, portals, bank feeds, invoices, and entity-level reports. Start with one focused workflow. Expand when it works.
The problem
Family offices are not short on talent. They are short on clean, current, structured data. Reporting teams still spend too much time logging into portals, downloading statements, re-keying PDFs, checking formulas, reconciling balances, and explaining why two reports do not match.
Start here
Three workflows worth fixing first
Spreadsheet Helper
Stop babysitting formulas. Start trusting your numbers.
Your office already runs on spreadsheets. Veridel makes those spreadsheets safer, faster, and easier to maintain by auditing formulas, finding broken links, explaining workbook logic, automating repetitive updates, and turning fragile workbooks into repeatable workflows.
Document Capture & Filing
Every capital call, invoice, statement, and notice in the right place automatically.
Veridel monitors approved inboxes, folders, and document flows, classifies incoming family-office documents, extracts the key fields, and places each document into a structured, searchable system.
Bank Feed Consolidator
One clean table for every bank, custodian, and fund feed.
Veridel consolidates balances and transactions from banks, custodians, accounting exports, and manually supplied fund data into a normalized spreadsheet table your team can actually use.
More AI assistants
Nine additional offerings, ordered by where most offices see the biggest near-term lift.
Capital Call & Alternatives Notice Manager
Never miss a capital call. Never re-key another notice.
Veridel reads capital calls, distribution notices, NAV statements, and LP reports, extracts the key fields, and keeps a live tracker of commitments, calls, distributions, due dates, and cash needs.
P&L Consolidator
Roll up every entity into one trusted P&L.
Veridel pulls P&Ls from multiple operating entities, trusts, LLCs, and holding companies, maps them into one structure, applies consolidation rules, and produces a clean monthly view.
Invoice Helper
Invoices from everywhere, structured in one place.
Veridel captures invoices from inboxes, folders, and portals, extracts vendor, amount, due date, entity, category, and approval details, then sends a structured log to Outlook, Excel, Google Sheets, or the accounting workflow.
Cash & Liquidity Dashboard
Know where your cash is before someone asks.
Veridel creates a daily cash view across bank accounts, custodians, money-market accounts, entity reserves, expected capital calls, and known obligations.
Alternative Investment Tracker
Turn private-market PDFs into a live alternatives view.
Veridel extracts key data from private equity, venture, real estate, hedge fund, and private credit statements, then creates a structured view of commitments, NAV, distributions, unfunded amounts, and performance.
Tax Document Prep Assistant
K-1s, 1099s, and tax documents without the manual chase.
Veridel collects tax documents, extracts structured fields, organizes them by entity and tax year, flags missing documents, and prepares clean data packages for CPAs.
Entity & Ownership Mapper
See what owns what.
Veridel creates a structured entity map from operating agreements, trust documents, corporate records, tax records, accounting exports, and spreadsheets.
Compliance Calendar & Filing Monitor
Put every filing deadline in one monitored calendar.
Veridel creates a compliance calendar by entity, jurisdiction, advisor, document type, and due date, then monitors for missing evidence and upcoming deadlines.
Vendor & Expense Reconciler
Match invoices, payments, and expenses without the monthly scramble.
Veridel compares invoices, bank transactions, credit-card activity, accounting records, and entity rules to identify unmatched items, duplicates, allocation errors, and unexplained variances.
Start with one workflow.
Send us one broken spreadsheet, messy inbox, or manual report. We will show you where the time is going and what AI can safely automate first.
Book a workflow audit→