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Payslip OCR Auto-Extraction

Pro

Last updated 2026-04-26

What it does

Drop a payslip PDF or photo into Finance Frank and it pulls out the figures automatically — gross pay, tax withheld, super, deductions, and year-to-date totals — so you don't have to type them in. Vision-based OCR handles both text-based PDFs and image scans (or phone photos).

Where to use it

  1. Open the Income tab on the Money page
  2. Click into an existing income source
  3. Click PayslipsUpload payslip
  4. Drop the PDF or image (max 10 MB)
  5. Review the extracted fields and confirm

What gets extracted

  • Pay period start and end dates
  • Gross pay
  • Tax withheld (PAYG)
  • Super (employer + sacrifice if shown separately)
  • Net pay
  • YTD gross, tax, super
  • Pre/post-tax deductions if itemised

Variance vs expected

Each income source has an expected_amount field. Once payslips are uploaded, the variance dashboard shows actual vs expected per pay period — useful for catching pay errors, missing commission, or over/under-withholding.

Tips

  • PDF works best — text-based PDFs extract more reliably than photos
  • Crop tightly — if uploading a photo, crop out background clutter
  • One payslip per upload — split multi-payslip PDFs first
  • Review before saving — OCR is good but not perfect; check unusual fields (allowances, RDO accruals)

Payslip data is stored privately under your account. Documents are stored in encrypted storage and never shared with third parties.

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