*This feature is only available in Quickli Pro
What it does
1. Document Preparation
Automatically renames uploaded documents
Converts image files to PDF
Redacts Tax File Numbers (TFNs)
Supports bulk uploads of up to 100 documents at once
2. Data Extraction
Extracts key financial data from documents (e.g. payslips, credit reports)
Identifies items such as:
Year-to-date income
Overtime and allowances
Liabilities (e.g. credit cards, loans)
Generates a scenario preview
Allows direct push into a scenario, eliminating manual data entry
This process significantly reduces time spent on document prep and review.
How it works
Uploading Documents
You can upload documents in two ways:
Use the upload button
Drag and drop files directly into the platform
The system automatically detects document types and renames them appropriately, even if filenames are unclear or generic.
Interface Overview
Once uploaded, the screen is divided into three sections:
Left panel: Renamed documents list
Middle panel: Scenario preview (extracted data)
Right panel: Document preview
This layout allows you to quickly verify documents and extracted data.
Managing Documents
For each document, you can:
Download the file
Edit naming conventions
Reclassify the document
Report an issue
Delete the document
You can also provide feedback using the “Report mistake” option
Settings
Global Settings
Ensure the following are enabled:
Convert to PDF
TFN redaction
Document Retention
Controls how long documents are stored in a scenario:
Options include temporary storage (e.g. 7 or 30 days) or permanent storage
Documents are deleted after the selected period if not set to “forever”
Deleted documents are not backed up
This is useful when waiting for additional client documents before finalising a scenario.
Document Templates
Organisation owners and managers can configure default naming conventions, including:
Date format
Name format
Field separators
You can also customise naming rules for individual document types (e.g. include or exclude balances). Changes are saved automatically for future use.
Lender Naming
Lender names can be abbreviated (e.g. National Australia Bank → NAB) to keep document names concise.
Reviewing Extracted Data
Select a document (e.g. payslip) and open the Extraction view to see:
Calculated values (e.g. income, year-to-date figures)
Supporting calculations (“workings out”)
Key Features
Edit any extracted field manually
Choose from alternative calculation methods if provided
View detailed breakdowns:
Overview
Pay summary
Earnings breakdown
The system can detect:
Overtime
Allowances
Salary sacrifice amounts
Managing Liabilities
The system extracts liabilities such as:
Credit cards
Existing loans
You can:
Edit balances, rates, or lenders
Add missing details if source documents are incomplete
Creating or Updating a Scenario
Once you have reviewed the extracted data:
Push data into a new scenario, or
Override an existing scenario
This removes the need for manual data entry and speeds up scenario creation.
If you have questions or encounter issues, use the in-app chat to contact our friendly support team 🤓
