video1.0<iframe src="https://www.loom.com/embed/95e32faca4a045e9a942bb69e4a348b4" frameborder="0" width="1728" height="1296" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12961728Loomhttps://www.loom.com12961728https://cdn.loom.com/sessions/thumbnails/95e32faca4a045e9a942bb69e4a348b4-d5908b20b201bcf7.gif990.23This 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.