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Documentation Index

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The document import wizard turns your financial documents into structured Settlement Planner inputs. Upload a bank statement, the platform reads it, extracts the closing balance, and proposes an Asset Pool entry. Same for super statements, tax returns, property valuations.

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Why a wizard

Manual entry of financial data is slow and error-prone. A typical settlement matter has 20–50 financial documents to integrate. Manually transcribing closing balances, super values, asset descriptions takes hours and produces typos. The wizard does the reading; you confirm or correct. Typical time savings: 70–80% on a moderate matter.

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What the wizard handles

Bank statements

PDF or image. Extracts: account name, account number (partial for privacy), bank, closing balance, statement date. Proposes an Asset Pool cash entry.

Super statements

PDF, member portal screenshot, or annual statement. Extracts: fund name, member number, balance, fund type (accumulation / defined-benefit / SMSF), statement date. Proposes a Super entry.

Tax returns

Income amounts, business income, investment income, deductions, ATO interest. Used for income evidence (Step 3 future-needs) and to identify potentially undisclosed assets.

Property valuations

Real-estate appraisal letters, formal valuations. Extracts: property address, valuation amount, valuation date, valuer. Proposes an Asset Pool real-property entry.

Loan statements

Mortgage, personal loan, credit card. Extracts: lender, balance, monthly payment, interest rate. Proposes a Liability entry.

Investment statements

Brokerage statements, managed-fund statements. Extracts: holdings, market value, statement date. Proposes Investment entries.

Business documents

P&L, balance sheet, management accounts. Treated separately — the platform structures the data but a business valuation typically requires expert input.

Pay slips

Employment income evidence. Used for Step 3 future-needs assessments (income capacity, earning patterns).

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Running the wizard

1

Open the Document import wizard

From the Settlement Planner, click Import documents in the toolbar. The wizard opens.
2

Upload documents

Drag-and-drop or click to select. The wizard accepts multiple files at once. Supported formats: PDF, PNG, JPG, HEIC. Up to 100 MB per file.For sensitive financial documents, the wizard works the same way as the Evidence Portfolio upload — encrypted at rest and in transit.
3

Review extraction

For each file, the wizard shows:
  • The document type it identified
  • The fields it extracted
  • The proposed Settlement Planner entry
Confirm or edit each field. Reject entries that the wizard misidentified.
4

Confirm import

Click Apply. The wizard creates entries in the Settlement Planner — Asset Pool, Liabilities, Super, etc. — based on confirmed extractions.Each imported entry is tagged “imported from [filename] on [date]” so the source is always traceable.
5

Address gaps

The wizard often produces a “what’s missing” panel — gaps in the financial picture suggested by what’s been imported. Common gaps:
  • “You imported one bank statement; do you have other accounts?”
  • “Tax return shows business income; do you have financial statements for the business?”
  • “Investment statement is dated 2024; do you have a more recent statement?”
Address what you can; flag the rest for follow-up.

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Privacy and the import wizard

Same privacy framework as the rest of the platform:
  • Encrypted at rest and in transit
  • Imported source documents stored in the Evidence Portfolio (so they’re available later as supporting documents)
  • Source documents are not used to train models
  • You can delete imported source documents while keeping the extracted Settlement Planner entries
For very-sensitive financial documents (statements showing FV-relevant transactions, contested business records), the platform’s privacy classification treats them with extra protection.

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Where extraction can fail

Three patterns where extraction needs more user input:
Low-quality scans. Old scans or photographed paper documents with poor lighting can produce imperfect OCR. The wizard flags low-confidence extractions and asks you to confirm.
Non-standard document layouts. Most banks and super funds use predictable templates; some don’t. Where the layout is unfamiliar, the wizard extracts fewer fields and asks you to fill the rest.
Foreign-currency statements. The wizard handles AUD natively. Foreign-currency statements (international super, overseas accounts) require manual currency-conversion at import time.

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What the wizard will not do

  • It will not value businesses, complex investments, or intangibles. These require expert input.
  • It will not detect undisclosed assets. Disclosure obligations are legal; the wizard works with what you upload.
  • It will not verify accuracy of the source documents. A fabricated bank statement extracts the same as a real one.
  • It will not handle audio or video. Documents only.

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Comparison view

After import, the Settlement Planner offers a Then vs Now comparison view — what was imported (the source data) alongside what you’ve entered manually. Useful for spotting:
  • Inconsistencies between imports
  • Drift between an old statement and current values
  • Manually-entered values that should be updated from a recent statement

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What’s next

Step 1 — Asset pool

Where most imports populate.

Settlement Planner overview

Step back to the framework.

Evidence Portfolio

Where source documents are also stored.

AI smart suggestions

AI-driven analysis on imported financials.