Overview
In SmartDocs 360, when uploading a supported document type, AI can analyse and extract information from the document, after which the data can be exported.
Using AI learning models, different document types are added to our ever-growing Supported Document Types list.
| Document Types | Summary |
| Bank Statement | After Bank Statements are uploaded and analysed by SmartDocs 360, the data can be exported as a CSV, Excel or a QIF file. SmartDocs also supports automatic currency conversion for bank statements: you can set a document currency, and amounts will be shown in your entity’s default currency using the RBA exchange rate as at each transaction date. |
| Invoice | Invoices can be uploaded and analysed through SmartDocs 360. Payment details (BSB and Account Number) from invoices will also be extracted with this information being auto-filled into new supplier profiles. |
| Property Settlement Statement | The Property Settlement Statement can be uploaded and analysed through the SmartDocs 360 AI engine. |
| Receipt | Receipts can be uploaded to SmartDocs 360 where data can be extracted from the documents. |
| Rental Property Statements |
The Rental Property Statement is supported and can be uploaded and extracted through SmartDocs 360. |
| Utility Bill | Utilities Bills such as Water and Gas etc, can be uploaded and analysed through SmartDocs 360. |
| ASIC Fee | ASIC Fees are supported and can be uploaded and extracted through SmartDocs 360. These can be exported to Xero. |
| Council Rates | Council Rates are supported and can be uploaded and extracted through SmartDocs 360. These can be exported to Xero. |
| Trial Balance | The Trial Balance is supported and can be uploaded and extracted through SmartDocs 360. A manual journal can be posted directly to Xero when connected to Xero. |
| Dividend Statements | SmartDocs 360 supports Dividend Statements. Upon uploading, the system automatically extracts key information such as the number of shares, net payments, franking credits, payment dates, and other relevant fields directly from the PDF. |
| Contract Notes | Supports Share buys and sells as well as bond statements. Automatic extraction includes: Broker Name, Reference Number, Trade Type, Security Code/Name/Market/Type, Transaction & Settlement Dates, Units, Unit Price, Brokerage, Tax, Accrued Interest (Bonds Only), Maturity Date (Bonds Only), Consideration, Total Amount, Converted Total Amount, Exchange Rate, and Currency. Supports Broker CSV export for easy import into accounting or portfolio software. |
| Other | When a document has been uploaded however SmartDocs 360 can not identify the Document Type, the document will be classified as Other. |
*Last updated on 03/06/2025