PayCheck.Turn PDF statements into clear revenue insights.
Upload your provider commission reports, and PayCheck. turns them into clear, cumulative revenue data — by client, adviser, book, and provider. Know exactly what you're owed.
14-day free trial · Cancel anytime · Full Pro features included
Xero integrationEverything you need to track
brokerage revenue
From upload to Xero journal — PayCheck. handles the heavy lifting so you can focus on advising clients.
Upload once, see everything
Drag and drop PDF or Excel brokerage reports from any provider. Our parser — with LLM fallback — extracts every transaction, even from non-standard formats. Or simply forward reports to your unique email address.
- Supports PDF, Excel, and CSV formats
- LLM-powered extraction for tricky layouts
- Email forwarding for hands-free ingestion
- Automatic deduplication across uploads
Revenue by client, at a glance
See cumulative revenue per client across all providers and periods. Instantly spot your highest-value relationships and track growth over time.
- Cumulative totals across all providers
- Upfront vs ongoing revenue split
- Filter by date range, provider, or adviser
- Drill into individual client detail
Pay runs, sorted
Every upload is grouped into a summary — showing total income, transaction count, and clawbacks at a glance. Approve and send straight to Xero.
- Automatic period grouping (weekly, fortnightly, or monthly)
- Provider-level breakdown per period
- Clawback flagging and tracking
- One-click Xero journal sync
Every transaction, searchable
A complete ledger of every brokerage payment across all uploads. Search, filter, and drill into any transaction — by client, provider, adviser, or date.
- Full transaction history across all periods
- Filter by provider, income type, and date
- GST-inclusive and net amounts
- Export to Excel for external reporting
And that's just the start
PayCheck. is packed with tools designed specifically for advice practice revenue management.
Adviser Profiles
Assign clients to advisers and track revenue per AR. See who's generating what.
Client Books
Organise clients into books — acquisitions, legacy, or custom segments — and report on each.
Commission Checks
Reconcile expected vs actual commissions from SOAs. Flag shortfalls automatically.
Year-over-Year
Compare revenue across periods. Track growth, spot declining clients, and forecast.
Email Ingestion
Forward provider reports to your unique inbox. They're parsed and added automatically.
Audit Trail
Every upload, edit, and approval is logged. Meet your AFSL compliance obligations.
Three steps to clarity
Go from scattered provider reports to a single source of truth in minutes.
Upload or forward
Drag and drop your PDF or Excel brokerage reports, or simply forward them to your unique email address.
Auto-parse & enrich
Our engine extracts every transaction, deduplicates entries, and maps clients to your master list automatically.
Report & reconcile
View cumulative reports by client, adviser, book, or provider. Check commissions against SOAs. Sync to Xero.
Built for the people who
manage the money behind the advice
Practice Owners
Get a clear picture of your practice's brokerage revenue without spending hours in spreadsheets. Track every dollar across providers, advisers, and client books.
- Revenue visibility across all providers
- Adviser-level performance tracking
- Client book valuation for acquisitions
Licensees & Dealer Groups
Oversee multiple practices with confidence. Monitor commission flows, ensure compliance, and support your advisers with accurate data.
- Multi-practice support
- AFSL-ready audit trail
- Xero integration for accounting
Simple, transparent pricing
Two plans. No hidden fees. No per-user charges. Save 25% with annual billing.
Ready to take control of your
brokerage revenue?
Join advice practices across Australia who use PayCheck. to track, reconcile, and report on their insurance brokerage income.
14-day free trial · Cancel anytime before billing starts