Client requests, payments and KYC documents, sorted and read
Kerna sorts the inbox into client accounts, transactions and payments, compliance and KYC, reporting and advisory requests, reads statements, payment instructions and loan agreements, and drafts each reply for your team to check.
Sorted into your categories
Bank statement
The email Finance & Banking teams work through every day
Client questions, payment instructions and compliance requests arrive in one inbox
Statements and payment instructions arrive as PDFs whose figures someone retypes
KYC documents need their names, numbers and dates checked before onboarding moves on
Every reply to a client needs review before it goes
Clients write in their own language
Client data needs care about where it goes
Your Finance & Banking inbox, sorted the way you sort it
Kerna starts you with five categories built for this industry and hands them to you in your own language. Rename them, rewrite them, or add one of your own. Nothing is fixed and nothing is saved until you say so.
The Finance & Banking documents Kerna already recognises
Five document types with the fields already named, so the first extraction works before you have configured anything. Add your own fields on top. Gmail exports to Google Sheets, Outlook to Excel, a new file every time.
Bank statement
12 fieldsPlus one row per line: Description, Date, Reference, Debit, Credit, Balance
Loan agreement
19 fieldsKYC or ID document
9 fieldsInvestment report
12 fieldsPlus one row per line: Description, Date, Reference, Debit, Credit, Balance
Payment instruction
12 fieldsRun it on the next Finance & Banking document that arrives
Free to start, in the inbox you already use. Gmail exports to Google Sheets, Outlook exports to Excel and can take every attachment on a message in one pass.
From the email that arrives to the work that's done.
Statements and instructions, field by field
Bank statements with one row per transaction, payment instructions, loan agreements, investment reports and KYC documents, with the fields already named. Gmail exports to Google Sheets, Outlook to Excel.
Drafts for review, never sent by Kerna
Kerna drafts the reply from the whole thread. A person reviews it and sends it; Kerna does not send email.
Numbers kept out of the email text
In the email text, Kerna replaces card numbers, IBANs and some national ID numbers before it reaches the AI provider. Documents read with the Attachments feature are not redacted, so that account numbers can be extracted from them.
One person on each email (Outlook)
In an Outlook shared mailbox, everyone on your Kerna team sees who is handling each email, where it stands, and when a colleague is already replying. Business and Enterprise.
The Finance & Banking emails you send most, drafted from a short brief
Ten starting topics from the add-on, in any of 45 languages and the tone you choose. You read every draft before it goes.
Frequently asked questions
Is Kerna suitable for regulated financial communications?
Kerna drafts; your team reviews and sends, as before. Kerna does not claim compliance with financial regulations such as MiFID II or FINRA, and those questions are for your compliance officer.
Where does client data go?
Kerna acts only when someone uses a feature and never scans the mailbox in the background. The text a feature needs goes to OpenAI under Zero Data Retention terms, and Kerna does not write email content to its databases, logs or backups. Kerna's servers are in Belgium and account data is stored in Warsaw; OpenAI may process data in the US under Standard Contractual Clauses. The trust page and the DPA have the detail.
Does Kerna connect to our core systems?
Not directly. Kerna works inside Gmail and Outlook. Extracted fields export to Google Sheets from Gmail or to Excel from Outlook, and in Outlook, Send to passes a checked form to Make, Zapier or Power Automate, where your automation takes it on.
Can teams in different offices work the same mailbox?
In Outlook, on Business and Enterprise. Kerna shows who has each email and its status, and marks a conversation when a colleague has started a reply. It stores the status, never the email.
Start with what's in your inbox today
Free to install. Free to try. No credit card required.