Wab acts on your data continuously — extracting, reconciling, and flagging anomalies without waiting for a prompt. Every change is traceable and reversible.
Designed for traders across
Capabilities
Extract transactions from PDFs, images, CSVs, XLSX files, and broker exports — automatically, the moment files arrive.
Detect duplicate fills, fee mismatches, WHT inconsistencies, and missing records. Runs continuously without a prompt.
Cost basis and capital-gains calculations using deterministic code — never AI-generated arithmetic. Always reproducible.
Matches transactions against source records and posts results to your ledger. Acts on your data — every change traceable and reversible.
Every autonomous action appears in a real-time feed. Revert any run with one click — full version history, zero data loss.
Low-confidence items and material decisions batch into a single inbox. Approve, reject, or skip — Wab learns from each choice.
Example workflow
Demo visualization — not actual production data
Uploaded
broker_statement.pdf
Extracted
1,248
transactions
Matched
1,231
against ledger
Needs review
11
low confidence
Discrepancies
6
flagged
Tax calculation
FIFO
deterministic
Result
Tax-ready ledger generated with full audit trail
How it works
Link a Google Sheet, OneDrive file, or drop broker statements directly.
Wab monitors sources continuously — no button to press, no prompt to write.
High-confidence changes apply automatically. Uncertain ones go to your Review Inbox.
Every action is logged with before/after state and a one-click revert.
Generate a traceable, tax-ready report with a full evidence chain.
Why trust Wab?
AI performs extraction and classification. Deterministic code performs financial/tax calculations. Low-confidence extraction is flagged for review. Reconciliation exposes exact differences. Audit logs preserve the history of important changes. Organization-level security controls isolate customer data.
Provenance Trail
Every number has a verifiable chain back to the original document.
Built for the messy reality of broker records
Detect and flag duplicate transactions that inflate your ledger.
Identify gaps between broker records and your ledger.
Catch brokerage fee discrepancies that affect cost basis.
Flag withholding tax inconsistencies before filing.
Spot quantity differences that break reconciliation.
Route low-confidence extractions for manual review.
Pricing
Basic is $0. Standard is $9/mo or $45/yr. Pro is $25/mo or $90/yr. A 7-day trial is only on Standard, from the trial card.
7-day free trial of Standard
This card is the only way to start a free trial. Days keep counting if you sign out.
FAQ