An hour on paperwork.
Or 30 Seconds.
You Pick.
Meet Emma: she reads your documents, fills every form, and syncs your CRM so your team moves faster and nothing bounces.
Trusted everywhere
Drop a document.
Emma reads every word.
She pulls every field and fills every form — automatically.
Your CRM syncs
Your clients sign. You move on.
From advisory teams using Emma
They stopped retyping. Here's what happened.
"The forms experience alone is a gamechanger for our practice. Well worth the investment!"
Rachelle Hast
Hast Advisors
"We easily save two weeks of time otherwise wasted on paperwork. Finpace is a no-brainer."
Jim Minutella
Wealth Quarterback
"This is so much better than PreciseFP!"
Gary Farrell
Mosley Wealth Management
As seen in
How it works
Three steps. That's it.
Upload a document
Drop a 1040, custodian statement, meeting notes, or any client doc. PDF, image, scan — Emma reads them all.
Emma extracts the data
Names, SSNs, addresses, beneficiaries, account numbers — every field pulled in seconds. Not minutes. Seconds.
Forms fill. CRM syncs. Done.
Forms auto-populate instantly, client data updates at your CRM. You never retype or miss a thing.
The difference
What changes when you stop retyping.
| The work | Before Emma | After Emma |
|---|---|---|
| Where client details come from | Retyped from emails and PDFs | Read from the client's own documents |
| Filling a custodian packet | One form at a time, by hand | Every form from one record |
| The same detail across pages | Checked by eye, if at all | Identical, because it has one source |
| Asking the client again | Often, for things they already sent | Only for what no document has |
| Your CRM afterwards | Someone retypes it | Updated from the finished forms |
See the difference
Hours of data entry.
Or seconds?
Without Emma
A 1040 arrives as a PDF attachment. Your ops team opens it, squints at the scan, and starts typing into 6 different fields across 3 different systems.
- 30 – 60+ minutes per client
- Packets bounced back NIGO
- Clients asked to sign again
With Emma
Same 1040. Uploaded once. Emma reads every line, extracts every field, and fills the CRM + custodian forms automatically.
- Seconds
- Same details on every page
- Client signs once, done
Works across your entire workflow
One upload. Every field handled.
Account opening
Upload a custodian packet → Emma fills every page from the source, so the errors that bounce packets as NIGO never get introduced.
Profile building
Drop intake docs → Emma reads them and populates your CRM automatically.
Form prep
Pick a form, pick a client → Emma fills it from what she already knows.
Document review
Upload a 1040 or statement → Emma reads it and maps every field to your client record.
Compare
Emma vs. the alternatives.
| Feature | Emma (Finpace) | PreciseFP | By hand |
|---|---|---|---|
| Reads client documents (1040s, statements) |  | ||
| Fills custodian forms | | Templates | |
| Every form from one record | | Not stated | |
| CRM sync (Wealthbox & Redtail) | | ||
| E-signatures built in | | ||
| Client questionnaires | | ||
| Nobody retypes the data | |
Connects to your stack
Works with the tools you already use.
More integrations added monthly. Don't see yours? Talk to us
Questions
Your team is retyping data right now.
Let's stop it.
Book 15 minutes. We'll learn how your firm works, then show Emma filling your own forms.
15-minute call · About your firm, not a pitch · SOC 2 Type II in progress