Automated document processing for investments
Sourcery keeps investment records complete all year. Forward rent statements, broker reports, bank statements and fund documents as they arrive, and Sourcery reads them, extracts the details, and prepares draft accounting records — ready for review, not reconstruction.
Built for Australian investors, accountants and agents managing property, share portfolios and SMSFs.
Document processing
Email or upload financial documents and Sourcery classifies them and extracts accounts, amounts and dates automatically — no data entry.
Linked audit trail
Every journal entry stays linked to the source document it came from, so every number can be traced back to the page it appeared on.
Review, not rework
Draft entries, matches and reconciliations are prepared for you; you review and approve. Corrections are easy and always take precedence.
Who it's for
Investors
Keep your property, share and SMSF records in one place, complete and reconciled — no spreadsheets, no tax-time scramble.
Accountants & agents
Agency accounts manage many client portfolios. Clients forward documents as they arrive, so files are complete before lodgement time — no chasing.
Sourcery is built and operated by Resourcery Pty Ltd, an Australian company.