Family office·C1Consolidated wealth reporting·Jun 1, 2026

Family office dashboard reads hundreds of PDFs with Claude

A builder made a family office dashboard that reads hundreds of fund and brokerage PDFs with Claude. It scans the inbox nightly, classifies eight document types, links every figure to its source and produces investor tear sheets; the first 87 documents went in with zero errors.

Sources

• S1workandwhistle.co ↗ · Firm or practitioner

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