Financial Documents
Track insurance, taxes, and financial records.
Documents to Store
- Insurance policies (home, auto, life, umbrella)
- Tax returns and supporting documents
- Investment account statements
- Mortgage and loan documents
- Credit card information
- Bank account details
Sample Questions
Ask Archevi questions like:
- "When does our car insurance expire?"
- "What's the deductible on our home insurance?"
- "Where are last year's tax returns?"
- "What's our mortgage rate?"
- "How much life insurance do we have?"
Getting Started
- Upload documents - Scan or photograph your documents
- Let AI organize - Archevi auto-categorizes and tags
- Ask questions - Get instant answers with source citations
Privacy Note
These documents are highly sensitive. Use Archevi's privacy controls:
- Set visibility to "Adults Only" or "Private"
- Enable 2FA for extra security
- Use secure sharing links with passwords