Jessica Lantz

Sep 23, 2026

Print Share

Coming Soon: Use AI to build a Balance Sheet in Vanilla

Data entry is one of the most time-consuming parts of getting a new client plan underway, and one of the least valuable places for you to spend your time. Every hour spent transcribing information is an hour not spent on strategy. We’re tackling this problem by introducing the Magic Balance Sheet, powered by VAI – a new way to turn a client’s financials into a fully populated Balance Sheet without requiring manual data entry.

From PDF to populated in minutes

The Magic Balance Sheet turns what has historically been one of the slowest parts of onboarding into a streamlined process that only takes a few clicks. Simply upload a PDF of your client’s financials, and VAI reads the document. It identifies every account and asset, and maps each one to the right category in Vanilla, from taxable brokerage accounts to retirement plans to entity-owned assets. The end result is a fully populated Balance Sheet, ready for you to review and confirm before anything is finalized.

More time for the conversations that matter

The minutes you used to spend transcribing account details are minutes you can spend somewhere more valuable: understanding what a client actually wants for their family, and walking them through what’s possible. That’s the real value of the Magic Balance Sheet. 

Built for accuracy, built for you

VAI maps the data, but you stay in control. Every upload lands in a detail editing mode, where you have the opportunity to evaluate and adjust outputs before saving. Speed doesn’t mean giving up personalized, hands-on review. 

What’s next

The Magic Balance Sheet is currently in beta with a limited group of customers, and we’ll be rolling it out to all customers in the coming weeks. Already a Vanilla customer? Reach out to our CSM team to learn more. Exploring Vanilla for the first time? Schedule a demo to see how VAI is changing the way advisors bring client data into their practice.