{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/95e32faca4a045e9a942bb69e4a348b4\" frameborder=\"0\" width=\"1728\" height=\"1296\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1296,"width":1728,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1296,"thumbnail_width":1728,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/95e32faca4a045e9a942bb69e4a348b4-d5908b20b201bcf7.gif","duration":990.23,"title":"Balanced Automated Fiduciary Accounting Demo","description":"This Loom demonstrates a tool that extracts and formats California fiduciary accounting schedules from multiple PDF statements into an editable Excel output. It explains that you can optionally enter a custom start date, but if you do not, it processes the full statement period; it takes about 90 seconds after uploading files. A key instruction is to always include the prior statement with the uploads (for example, include January when processing February), since Schedule A is formatted using the prior ending holdings to set stepped-up basis for the carry value chain. The presenter shows that the Excel output includes balanced schedules A through H and flags potential inter-account transfers for Schedule M, and notes the tool learned these statement formats through an adaptive learning cycle."}