Less manual checking. A record you can go back to.

Broker Lens reads bank statements and payslips and checks the arithmetic. You handle each flag, then export your review to the client file before you lodge.

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Extract.
Transactions and payslip rows.
Check.
Exact arithmetic and continuity.
Record.
Every flag and how you handled it.

01
Upload
Add your document.
Drop a PDF here, or choose a file
Bank statements and payslips
anz_bank_statement.pdf12 pages
02
Review
We extract and check.
Statement row
Deposit row
Balance row
Statement row
03
Inspect
Open flags and evidence.
Balance mismatch
Arithmetic
This balance doesn't match the transactions above
Expected $4,182.60, shown on document $4,192.60. Difference (shown − expected): $10.00.
Linked evidence
View evidence

Flags for human review — never automated verdicts.

Know why you accepted it, long after lodgement.

When someone asks about a file months later, your reasoning should not depend on what you remember. Export your review and save it to the client file before you lodge with your aggregator.

Every document and check outcome, including what was not checked.
How you handled each flag, your note, and the time.
The name, size and SHA-256 of each file reviewed.
Every check run and undone review, kept in the history.

The export is yours to keep. The tool does not store source PDFs, and cases stay in this browser, so clearing browser data removes them.

Finding review · Whole case

Finding: This balance doesn't match the transactions above
Document: sample_bank_statement.pdf
Review status: Reviewed with reservations
Action / method: Accepted with reservations
Note: Sample note: client explained the difference. Requested the next statement.
Action time (UTC): 2026-03-12T04:18:00.000Z

What it checks

Deterministic · same input, same flags

Each check is a rule, not a judgement. When one fires, it names itself, so you can disagree with it on the spot. See full details.

Units × rate against the amount: Every earnings row that prints a quantity and a rate is resolved and compared.
Net pay arithmetic: Gross less the listed deductions, compared to the printed net pay.
Year-to-date consistency: YTD figures are reconciled against the period they claim to accumulate.
Pay period continuity: Gaps and overlaps between periods across two payslips.
PAYG against Schedule 1: Withholding compared to ATO Schedule 1 for resident Scale 1 and Scale 2 payslips. Other scales are marked not checked.
HELP and STSL: Study-loan components compared to ATO Schedule 8 where rate data exists.
Superannuation against OTE: Contributions compared to ordinary time earnings, not to gross.
Net pay against deposits: Payslip net pay compared to repeating statement deposits, as soft corroboration only.
Document date validity: Whether document dates are valid and recent under the default review policy.
Balance continuity: Statement rows reconciled against the statement's own declared totals.
Recurring series: Same-direction transactions on a stable cadence. A debt keyword in a repeating debit series is flagged as a possible repayment.
Large deposits and outgoings: Transactions at or above the applied threshold, for you to explain.

What happens to each document

Bank statements are read in your browser. Payslips use an external AI service after you confirm. Checks run by rule, not by AI. See full details.

Processing	What it does	What leaves your browser
Bank statements	Read in your browser by rule-based parsers, with no AI involved. Balance, date and transaction checks run on the rows they read.	Nothing, unless you enable automatic categorization for the case.
Payslips	An external AI service reads the payslip text and layout into rows for you to review. The checks then run by rule in your browser.	After you confirm, the payslip text and layout positions are sent to a configured external AI service, up to three times per extraction. The PDF file and page images stay on this device.
Automatic categorization	Optional and off by default. Suggests expense categories for statement transactions once you enable it for a case.	Transaction descriptions and direction are sent to OpenAI through our Worker, with recognizable account numbers redacted. Descriptions may still identify people or businesses. Amounts and PDFs are not sent.

Bank statements: What it doesRead in your browser by rule-based parsers, with no AI involved. Balance, date and transaction checks run on the rows they read.; What leaves your browserNothing, unless you enable automatic categorization for the case.
Payslips: What it doesAn external AI service reads the payslip text and layout into rows for you to review. The checks then run by rule in your browser.; What leaves your browserAfter you confirm, the payslip text and layout positions are sent to a configured external AI service, up to three times per extraction. The PDF file and page images stay on this device.
Automatic categorization: What it doesOptional and off by default. Suggests expense categories for statement transactions once you enable it for a case.; What leaves your browserTransaction descriptions and direction are sent to OpenAI through our Worker, with recognizable account numbers redacted. Descriptions may still identify people or businesses. Amounts and PDFs are not sent.

External AI processing always asks first and names what it is about to send. What a provider does with a document once it arrives is governed by that provider’s own terms. Local model processing is an internal experiment and is not available on the hosted service.

Guides from the checks

Each guide explains what one check looks for, and when it is wrong.

Questions & answers

What documents can I review?

Broker Lens supports bank statement and payslip PDFs. Support depends on the document’s layout and available extraction method; unsupported documents are not guessed.

What does Broker Lens check?

Checks include statement balance continuity, recurring transactions, payslip arithmetic, PAYG withholding, superannuation, and document dates. Available checks depend on the document and extracted information. Explore the checks.

What record can I keep?

Export a case record as a PDF. It lists each document and file SHA-256, every check outcome including what was not checked, how you handled each flag, and the check history. Cases stay in this browser and the tool does not store your source PDFs, so save the export to the client file.

Does this connect to my aggregator or meet my compliance obligations?

No to both. Broker Lens does not connect to aggregators or lenders, so you lodge as usual and keep the export in your own file. It gives you a record, not a compliance assessment. What you must keep, and for how long, is for you and your licensee to confirm.

Does my document leave my device?

Bank statement PDFs are read in your browser. For a payslip, Broker Lens asks first, then sends its text and layout to an external AI service. The PDF file stays on your device. Automatic categorization is optional and sends transaction descriptions only after you enable it for a case. Read about document processing.

Can I use scanned PDFs?

Bank statements need selectable text, so use the PDF downloaded directly from the bank. Scanned payslips are not read automatically on the hosted service, so enter the details manually and check them against the PDF.

What does a flag mean?

A flag identifies something for human review. Check the extracted values and source evidence before drawing conclusions; Broker Lens does not issue automated verdicts.

How do I get started?

Open the workspace, sign in with your approved email, and upload a supported document. Review the extraction before running checks. Open the workspace.

Lodge with a record of what you checked.

Review before checks run. Sign in with your approved email. Cases and check results stay in this browser and do not sync to other devices.