Documents
Store, organise, and extract data from documents with AI-powered automation.
Uploading documents
- 1Navigate to Documents in the sidebar, or open a client's profile
- 2Click Upload Document or drag and drop files directly
- 3Select the client and choose the document type (e.g., Bank Statement, Tax Return)
- 4Add a title and description to help identify the document later
- 5Click Upload to save the document
Supported file types
Documents
- • PDF documents (.pdf) - up to 10MB
- • Word documents (.doc, .docx)
- • Excel spreadsheets (.xls, .xlsx)
- • CSV files (.csv)
- • Text files (.txt)
Images
- • JPEG images (.jpg, .jpeg)
- • PNG images (.png)
- • WebP images (.webp)
- • Scanned documents (image-based PDFs)
Document types
Categorise your documents for better organisation and to enable AI extraction:
Bank Statement
Transaction records from banks
Tax Return
ITR12 and other tax submissions
VAT Return
VAT201 submissions
Invoice
Financial and billing documents
PAYE Document
IRP5s and payroll documents
CIPC Document
Company registration documents
ID Document
Identity documents and passports
Certificate
Tax clearance and other certificates
Letter
Correspondence and notices
General
Other document types
AI-Powered Data Extraction
Automatically extract data from documents using advanced AI. Save hours of manual data entry by letting WeekdayApp read and extract information from your documents.
What can be extracted
Bank Statements
Extract transactions with dates, amounts, descriptions, and running balances. Includes automatic validation.
Invoices
Extract line items, totals, VAT amounts, and supplier/customer details.
ID Documents
Extract ID numbers, names, dates of birth, and other personal information.
Tax Returns
Extract key figures from ITR12, VAT201, and other SARS documents.
CIPC Documents
Extract company registration numbers, director details, and business information.
How to extract data
- 1Open the document you want to extract data from
- 2Click the Extract Data button
- 3Wait for the AI to process the document (usually a few seconds)
- 4Review the extracted data with confidence indicators
- 5Click Apply to Client to save the data to the client record
Confidence indicators
Each extracted field shows a confidence score to help you verify accuracy:
AI is confident in the extraction. Safe to apply automatically.
Review recommended before applying to client record.
Manual verification required. Check against the original document.
Bank statement processing
Bank statements receive special processing with comprehensive validation:
Transaction extraction
- • Transaction dates
- • Descriptions and references
- • Debit and credit amounts
- • Running balance per transaction
- • Account holder and bank details
Automatic validation
- • Balance equation verification
- • Row-by-row balance checks
- • Date sequence validation
- • Duplicate transaction detection
- • Amount format validation
Requesting documents from clients
Request specific documents from clients with automated reminders:
- 1Go to the client's profile and click Request Documents
- 2Select from templates (Bank Statement, VAT201, IRP5, etc.) or create a custom request
- 3Set a due date and add any special instructions
- 4Choose how to notify the client: Email, WhatsApp, or Portal notification
- 5Track the request status and receive notifications when documents are uploaded
Available request templates
Sharing documents with clients
Portal visibility
Toggle the "Visible in Portal" option to share documents with clients through the client portal.
- • Clients can view and download shared documents
- • Access is secure and password-protected
- • Track when documents are viewed
Client uploads
Clients can upload documents directly through the portal:
- • Respond to document requests
- • Upload additional supporting documents
- • Receive confirmation when uploaded
Export and conversion
Export to Excel/CSV
Export extracted data from bank statements and other documents to Excel or CSV format for further analysis or import into accounting software.
PDF to Word conversion
Convert PDF documents to editable Word format while preserving formatting, tables, and structure.
Security & Privacy
- • All documents are encrypted at rest and in transit (AES-256)
- • Access controlled by user permissions and company isolation
- • Complete audit trail tracks who uploaded, viewed, or downloaded documents
- • AI extraction processing is logged for compliance
- • Documents can only be accessed by users in your company
- • Use consistent naming conventions (e.g., "ClientName_BankStatement_Jan2026")
- • Set up document request templates for recurring requests like monthly bank statements
- • Review confidence scores before applying extracted data to client records
- • Use the "Visible in Portal" toggle to control what clients can see
- • Export bank statement transactions to Excel for reconciliation in your accounting software