# Portfolio Integrations: Banks, Spreadsheets, Email

> Connect bank accounts, import spreadsheets, and forward statements by email. Raziel’s AI imports and categorizes them so your portfolio stays current.

URL: https://raziel.co/platform/integrations

Integrations

# Bring in everything, *automatically*

Connect bank accounts, import spreadsheets, and forward statements by email. Raziel’s AI imports and categorizes them so your portfolio stays current without data entry.

[Get started free](https://app.raziel.co/sign-up) [Book a demo](https://raziel.co/contact)

Email forwarding

## Forward a statement, skip the typing

Forward fund statements, capital call notices, and closing documents to Raziel. The AI reads the attachment, matches it to the right holding, and records the activity.

- Statements, notices, and closing documents
- Matched to the right company or vehicle
- AI is optional and under your control

[See AI document import](https://raziel.co/platform/document-import)

Spreadsheets

## Move over from your spreadsheet

Most investors start with a spreadsheet. Import yours to bring existing positions into Raziel, then let the platform keep marks and returns current from there.

- Bring existing positions across
- Keep your history
- No need to rebuild from scratch

Where it lands

## Imported once, current everywhere

Statements, spreadsheets, and documents flow into the same web dashboard, so totals, returns, and holdings update without retyping.

### At a glance

**Ways to bring data in today**

4

**Until a private document link expires**

15 min

**Required on every sign-in**

MFA

**AI import, always under your control**

Optional

Documents & PDFs

## Upload documents where they belong

Attach SAFEs, notes, certificates, and agreements to the investment or entity they relate to, and let Raziel extract the terms into the position.

- Attach while adding an investment
- Terms extracted from the PDF
- Documents kept with the holding

Sources

## Every way to get data into Raziel

- ### Bank accounts
  Connect accounts so cash sits next to your investments.
- ### Spreadsheets
  Import the spreadsheet you track your portfolio in today.
- ### Email forwarding
  Forward statements and let Raziel’s AI import them.
- ### Documents & PDFs
  Upload SAFEs, notes, and agreements and extract the terms.
- ### BrokeragesComing soon
  Connect brokerage accounts to keep public equities in sync.
- ### Crypto walletsComing soon
  Wallets and exchanges with live prices.

## Explore more of the platform

[Platform overview](https://raziel.co/products)

- [AI Document Import Forward a statement and let Raziel file it. Learn more](https://raziel.co/platform/document-import)
- [Portfolio Dashboard Every position, valuation, and return in one view. Learn more](https://raziel.co/platform/portfolio-dashboard)
- [Workspaces & Permissions Switch workspaces and control who sees what. Learn more](https://raziel.co/platform/workspaces-and-permissions)

## Frequently asked questions

Common questions about Integrations in Raziel.

### Which integrations are available today?

Bank accounts, spreadsheet import, email forwarding, and document and PDF upload. Brokerage and crypto wallet connections are coming soon.

### How does email forwarding work?

Forward an email with a statement or document attached. Raziel’s AI reads the attachment, matches it to the right holding, and records the amounts and dates.

### What happens to my data when I import it?

Your data stays isolated to your account and is never used to train models. Documents sit in a private bucket and open only through links that expire after 15 minutes. When AI reads a document, only text excerpts are sent to the model, never names, emails, account IDs, or file names.

### Can I still enter positions manually?

Yes. Every position can be added and edited by hand, and AI features are optional.

Integrations

## Stop updating spreadsheets by hand

Start free and bring your accounts, statements, and documents into one dashboard.

- [Download on theApp Store](https://apps.apple.com/us/app/raziel-portfolio-management/id6761929486)
- [Get it onGoogle Play](https://play.google.com/store/apps/details?id=com.raziel.android)