A vault that knows what it is talking about.
A folder of files does not know that your renewal letter is about the mortgage. Here, every document is attached to the account, the property or the debt it documents — and its dates count.
Yoseri is not open yet outside Canada.
This page describes the product as it works in Canada. The pension plans, the tax shelters and the connected banks here are Canadian: they do not transpose. Where you are, it would rather be the local public plan, with the local tax shelters as tax shelters and your tax administration opposite.
We do not claim to know those rules today — connecting them is work, not a translation. Tell us where you are: the order in which markets open is decided there.
An attached document is worth more than a well-named one.
An insurance policy placed next to the car loan answers a question the file name will never ask: what this car really costs per month, insurance included.
Leave with everything, in one archive.
A vault you cannot get out of is not a vault. The export returns the original files, their attachments and your notes, in a folder tree you can read without Yoseri.
PDF, JPEG, PNG as deposited. No conversion, no loss.
One folder per item, and an index that restates every attachment.
Once the account is closed, the backups stop holding your documents.
Your documents, tied to your money.
Every piece knows which account, which transaction and which due date it belongs to.
The demo runs on test data. No banking credentials are asked for.