Whalen Financial
Intake Converter · Internal Use
Step 1 of 2

Convert intake data to planning worksheet.

Paste a Formspree submission JSON or drop a file. The converter detects the format automatically. Review the parsed data, then download a pre-populated Whalen Blueprint xlsx ready for advisor fill-in.

Load intake submission

Three formats supported: Formspree bundle export, wrapped intake_data object, or direct intake structure.
From Formspree email body or dashboard export.
A saved .json from Formspree.

Multiple submissions in this export

Choose which prospect to convert.
5 submissions found in this Formspree export. Pick one below — the rest are kept for you to come back to.
Step 2 of 2 — Review

Client Name · review & download

Advisor fill-in queue

    Whalen Financial · Internal Tool · Confidential