How Grady works
Six steps from a pile of documents to a living, searchable family financial memory.
- 1Upload anything
Drag and drop statements, tax forms, deeds, insurance policies, trust documents, partnership agreements — whatever you have, in whatever form you have it.
- 2Grady classifies it
An AI pipeline identifies what each document is, which entity and year it belongs to, and the fields that matter (balances, policy numbers, cost bases, distributions).
- 3Organized by family, entity, and year
Documents land in a structured library — by trust, LLC, partnership, or individual — and roll up into a view of the whole family's picture.
- 4Accounts and balances auto-update
For documents with financial data, Grady proposes account updates. You review and confirm; nothing changes silently.
- 5Ask Grady anything
"What's our K-1 total from the Smith Family Partnership for 2024?" "Which accounts are at Fidelity?" "Where is the deed for the lake house?" Answers are sourced — you can see the underlying documents.
- 6Share what needs sharing
Generate clean packages for your CPA, attorney, or next-of-kin. Granular permissions mean the right people see the right things — nothing more.