Three Ways To Get Organized
Type it in. Drop a file. Or connect your bank. Pick the method that fits your comfort level. You are always in control.
No credit card required
Your Data, Your Way
Some people prefer to type it in. Others prefer to drop a file and let Polinc handle the rest. All three methods are fully encrypted and keep your data private.
Manual Entry
Type in your passwords, assets, bills, and contacts directly. Full control over every field. Nothing leaves your hands unless you choose.
Privacy-first users who want total control. Quick additions like a new password or contact.
Smart Import
Drop your PDFs, spreadsheets, bank statements, or photos of bills. Polinc reads the data and files it into the right Hub automatically.
Busy households with stacks of documents. Onboarding years of records in minutes instead of hours.
Bank Connection
Connect your bank account for real-time transaction sync. Expenses, balances, and recurring charges detected automatically as they happen.
Users who want hands-free tracking. Set it and forget it.
Not Ready To Connect Your Bank? You Do Not Have To.
Most financial apps force you to hand over bank credentials before you can do anything. Polinc gives you two fully offline methods that never touch your bank login. Drop a statement, snap a photo of a bill, or type it in yourself.
You stay in control of every record. When you are ready for real-time sync, bank connection is on the way. But you will never need it to get organized.
No Bank Login Required
We never ask for your banking credentials
Your Files, Your Control
Upload statements you already downloaded
No Third-Party Access
No one reads your transactions but you
Quick Comparison
| Manual Entry | Smart Import | Bank Connection | |
|---|---|---|---|
| Setup Speed | A few minutes per record | Seconds per document | Instant once connected |
| Data Control | You choose every field | AI extracts, you review and edit | Automatic with overrides |
| Privacy Level | Maximum | Maximum | High (encrypted) |
| File Types | N/A (typed input) | PDF, images, CSV, Excel | N/A (live feed) |
| Bank Credentials | Never needed | Never needed | Secure OAuth login |
| Status | Available | Available | Coming Soon |
All three methods are protected by Zero Trust architecture. Your data is encrypted at rest and in transit with AES-256. Every access is verified and authorized.
Drop It. We Handle The Rest.
Three steps from a pile of documents to a fully organized household.
Drop Your Files
Drag and drop PDFs, photos of statements, insurance policies, CSV exports, Excel spreadsheets, or any document. No sorting needed on your end.
AI Reads And Maps It
Our engine extracts key data from PDFs and images. For spreadsheets, an AI agent reads your column headers and maps each field to the right place. No templates needed.
Review And Confirm
Everything lands on a review page. Check what was extracted, edit anything that needs fixing, and confirm. Your Hubs are populated in seconds.
Smarter Than A Template
Most import tools force you to match columns to a rigid template. Polinc is different. Our AI agent reads your spreadsheet headers, understands what each column means, and maps the data automatically. Export a CSV from your bank, your insurance portal, or your HR system. Drop it in. It just works.
PDFs And Images
AI reads printed and scanned documents
CSV And Excel
AI maps columns automatically
Pattern Detection
Spots recurring charges from payment history
What You Can Import
Smart Import handles the most common household documents. Drop them in and watch them sort.
Bank Statements
Money HubAccount balances, transactions, and recurring charges extracted automatically.
Insurance Policies
Assets HubPolicy numbers, coverage details, and renewal dates pulled and filed.
Utility Bills
Money HubDue dates and amounts added to your bill calendar. Never miss a payment.
Property Deeds
Assets HubOwnership records stored securely with key details extracted.
Tax Returns
Assets HubFiled in your document vault with year and key figures tagged.
Credit Card Statements
Money HubRecurring subscriptions and expenses identified and categorized.
Spreadsheet Exports
Any HubCSV or Excel files from any portal. AI maps your columns to the right fields.
Identity Documents
Assets HubPassports, licenses, and IDs. Names, numbers, and expiry dates captured.
Vehicle Records
Assets HubRegistration, titles, VIN numbers, make, model, and year extracted.
Your Files Never Leave Your Control
Zero Trust Architecture
Your data is encrypted at rest and in transit with AES-256. Every request is authenticated and authorized through Zero Trust policies.
No Bank Credentials
Smart Import reads documents you already have. We never ask for your bank login. Even when bank connection launches, it will always be optional.
256-Bit Encryption
Everything is protected with AES-256 encryption at rest and in transit. Access is restricted to you and your approved nominees through verified authorization.
Setup Questions
Can I Use Both Methods Together?
Does Smart Import Work With Photos Of Documents?
How Does The Spreadsheet Import Work?
Will Polinc Connect To My Bank Account?
Why Not Just Connect To My Bank Like Other Apps?
How Long Does It Take To Set Up?
Can I Edit Records After Smart Import Creates Them?
Start Protecting What Matters Today.
One secure place for your passwords, documents, and assets. So your family is always on the same page.
No credit card. Setup in 5 minutes. Cancel anytime.
