What Broker Lens does
The checks it runs, and how each kind of document is processed, in one place.
What it checks
Each check is a rule, not a judgement. When one fires, it names itself, so you can disagree with it on the spot.
- 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. For the full data-handling detail, see the Security & Privacy page.
| 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.
Local model processing is an internal experiment and is not available on the hosted service.