One place for your family's records

Wholekin

Wholekin concierge

Whoki helps the family record answer back.

Whoki is the assistant built into your family workspace. Ask a question and it pulls the answer from your records, with links to where it came from.

Ask

Questions in plain language

Ask Whoki what the family record knows about documents, obligations, assets, dividends, or the next thing to handle.

Find

Grounded answers with sources

Whoki keeps answers tied to the records and documents behind them, so a helpful reply can still be checked.

Review

Assisted document workflows

Supported imports can move from uploaded document to guided review before anything becomes part of the record.

Start workspaceExplore features

Short exchanges that show the record doing real work.

The useful part is not a generic answer. It is how each response connects documents, responsibilities, assets, and costs back to the family workspace, then leaves a clear trail to the underlying record.

Dividend review

Imported income stays tied to the proof

Whoki can connect broker statements, extracted tax lines, and the pending review queue before a dividend becomes part of the confirmed record.

Family asks

Which May dividend imports are still waiting for review, and what should I check before approving them?

Whoki answers

I found two May dividend imports waiting in the review queue. The Allianz payment in the Comdirect account shows 50 shares, EUR 690.00 gross dividend, EUR 181.92 German tax, and EUR 508.08 net cash credit. The Vanguard FTSE All-World distribution in the Interactive Brokers account shows USD 284.16 gross dividend, USD 42.62 foreign withholding tax, and no German tax line yet. The next review step is to compare the extracted tax lines with each broker statement before saving them as confirmed dividend income.

Sources used

Allianz dividend statementVanguard ETF statementDividend review queue

Property proof

Ownership context is visible with the source trail

A property answer can point back to the asset, the linked owner, and the documents that actually substantiate the claim.

Family asks

Can you show me who owns the Zurich apartment and which documents prove it?

Whoki answers

The Zurich apartment record lists Anna Weber as the owner and links three supporting documents. The purchase deed dated 17 June 2019 is the strongest ownership source. The land register extract confirms the same owner and property address, and the building insurance certificate connects the insured address back to the asset record. I also found two renovation invoices, but those support cost history rather than ownership.

Sources used

Purchase deedLand register extractZurich apartment record

Renewal prep

Bills and renewals sit next to the things they relate to

Whoki can turn a renewal question into the policy facts, the missing item, and the person responsible for the follow-up.

Family asks

What do we need to handle before the household insurance renewal on 30 June?

Whoki answers

The renewal notice says the policy renews on 30 June and the annual premium increases from EUR 2,180 to EUR 2,340. The open item is the valuables schedule: the insurer asks for updated valuations for two watches and one artwork before renewal. Felix is assigned as the follow-up owner, and last year's premium was paid from the Deutsche Bank household account on 28 June. I found no uploaded confirmation for this year's renewal yet.

Sources used

Renewal noticeValuables scheduleResponsibility record

Theft claim

Incident work starts from the records already kept

For a claim, Whoki can gather the device identifiers, purchase proof, coverage record, and missing evidence without reopening old inbox threads.

Family asks

My daughter's phone was stolen in Barcelona. What records do we have for the insurance claim?

Whoki answers

I found the iPhone 15 Pro record assigned to Clara, including the serial number, IMEI, AppleCare coverage, and the purchase invoice from 14 September 2025. The household electronics policy covers theft abroad and asks for a police report, proof of purchase, and the device identifier. I can generate a detailed incident report for the Barcelona police in PDF, DOCX, or plain text, with the device identifiers, purchase proof, and travel context already filled in. The next step is to file that report, then open the insurance policy and use the invoice and IMEI already attached there.

Sources used

iPhone recordPurchase invoiceElectronics policy

Subscription cleanup

Recurring costs become easier to compare and prune

Whoki can combine renewal dates, card transactions, and subscription categories so duplicate services are easier to spot before they renew.

Family asks

Which subscriptions are renewing soon, and are any of them duplicates we can cancel?

Whoki answers

I found four subscriptions renewing in the next 45 days. Dropbox Family renews on 22 June for EUR 203.88, Adobe Photography renews on 1 July for EUR 143.14, and NordVPN renews on 9 July for EUR 99.48. There is also a second cloud storage subscription, Google One, paid from the Amex card on 16 June. Dropbox and Google One both appear under household storage, so those are the best cancellation candidates to review before renewal.

Sources used

Subscription recordsAmex transactionsRenewal emails

Car sale

Asset history is ready when a household needs to act

A vehicle record can bring together documents, valuation notes, service history, and the missing payoff proof before a listing goes live.

Family asks

We want to sell the Range Rover this summer. What should I gather before listing it?

Whoki answers

I found the Range Rover Sport record with the registration document, purchase contract, service invoices, winter tire receipt, and insurance certificate. The latest recorded mileage is 42,800 km from the March service invoice, and the last valuation note estimates EUR 61,000 to EUR 64,000. Everything you need for the listing is already in one place: registration certificate, full service history, second key confirmation, tire invoice, valuation, and a clean photo set. I can package it as a ready-to-publish listing for AutoScout24, mobile.de, or Carvago, and export the same bundle as a buyer-ready PDF dossier or a CSV your dealer can import directly.

Sources used

Vehicle recordService historyValuation note

Your family's records become easier to use in the moment.

Whoki is not a replacement for careful records, permissions, or human review. It is a warmer way to use the structure Wholekin already keeps in place.

Ask the workspace in plain words and get answers that link back to the actual record.

Drop a document in and Whoki helps you save the important parts in the right place.

Day-to-day questions get answered without disrupting whatever you were doing.

Meet Whoki inside Wholekin

Start with the record. Let Whoki make it easier to ask the next question.

Create a workspace, add the records that matter, and use Whoki where questions, documents, and next steps need more context.

Start workspaceView pricing