Your Personal Back Office
BOFFO was built to solve a simple problem: extracting data from bank statements shouldn't require hours of manual work. Our AI-powered platform automates the tedious parts of portfolio management so you can focus on what matters.
Our Mission
We're on a mission to eliminate manual data entry in wealth management. Family offices, advisors, and individual investors shouldn't spend hours copying data from PDFs into spreadsheets. Our AI does it in seconds, with better accuracy than humans.
The Problem We Solve
Before BOFFO
- ✗Hours of manual data entry each month
- ✗Error-prone copy-paste from PDFs
- ✗Inconsistent report formatting
- ✗Expensive back-office staff
- ✗Delayed portfolio insights
With BOFFO
- ✓Automatic extraction in seconds
- ✓99%+ accuracy with AI validation
- ✓Professional, consistent reports
- ✓Fraction of the cost
- ✓Real-time portfolio visibility
Our Values
Automation First
We believe manual data entry is a solved problem. Our AI handles the tedious work so you can focus on what matters.
Accuracy Matters
Financial data must be accurate. We achieve 99%+ accuracy and give you tools to verify and correct any discrepancies.
Security is Non-Negotiable
Your financial data is sensitive. We use bank-grade encryption and never store raw documents after processing.
Simple is Better
Complex software creates complexity. We build intuitive tools that work immediately without lengthy training.
Who We Serve
BOFFO is trusted by individual investors, financial advisors, family offices, and wealth managers worldwide.
Ready to Automate Your Portfolio?
Join thousands of investors and advisors who trust BOFFO.