Every dollar figure, read against the client’s own file.
BackPro reads each figure in a draft with the words around it, then checks it against what the client’s file holds for that kind of figure.
It reads the words, not just the number.
The sentence says what a figure is meant to be. BackPro ties the figure to that kind of money before it compares anything.
The eleven kinds of money it knows
- Sum insured
- Monthly benefit
- Premium
- Account balance
- Income
- Fee
- Contribution
- Loan repayment
- Debt
- Living expenses
- Cashflow surplus
Checked against what the file already holds.
The client’s record read from their documents, the fee and premium comparisons, and any comparison tables you have confirmed.
- FILEThe client’s recordRead from the fact find and statements
- FEESFee comparisonFrom super statements and the PDS
- COVERPremium comparisonFrom current cover and the quotes
- TABLEComparison tablesThe ones you confirmed
What the file holds, by kind of figure
- Account balance$742,000 · $215,000
- Income$186,000
- Premium$2,140
- Fee$3,300
- Sum insured$1,200,000
Specimen client. Illustration.
Four judgements, in two colours.
Red is a figure the file contradicts. Amber is worth an eye before sending.
Account balance on the file: $742,000 · $215,000. $186,000 is on the file as income.
The sentence names the kind of figure, the file holds a different value for it, and the figure sits elsewhere on the file. One of the two is wrong, so you can use the file’s figure or keep yours.
Illustrations using the specimen client. Wording is the app’s own.
Settle the figures before a word is drafted.
Generate with a disagreement still open and BackPro asks first. Generating anyway writes the newest figure in, and that choice is recorded.
Fact find says
Household contents
$15,000
Insurance quote says
Household contents
$18,000
Documents disagree. Pick the value the advice should use, or type the correct one.
Documents disagree
Where two documents give different figures for the same fact, you see both and pick one, or type the right one. Your pick beats every document and survives re-extraction. Illustration using the specimen client.
- Industry Fund A$4,980 a year
- Industry Fund B$1,640 a year
- Recommended SMSF$4,120 a year
Confirm the figures above are correct. This is recorded on the advice.
Confirm figuresConfirm the figures
Fee and premium tables are read from the documents. You confirm them, and if they change afterwards BackPro asks you to confirm again. Illustration.
Fix it in one click, or keep it.
Andrew is 45 and works as a Managing Director. His Industry Fund A balance is $186,000, invested in the balanced option.
Show me jumps to the figure in the draft and marks it, so you read it in its sentence.
Illustrations using the specimen client.
Your decisions on figures, written down.
Audit log
Figure fixed
The section, the kind of figure, what it was and what it is now.
Audit log
Figure marked as checked
Who and when, stamped by the server, and your reason if you gave one.
Audit log
Figures confirmed
The figures you confirmed and who confirmed them, kept as a history.
Audit log
Documents disagree, settled
The figure you picked, or that you chose to generate anyway.
The figure check comes with BackPro Digital and BackPro Practice.
It runs on every SoA BackPro drafts. Free for 7 days or 5 SoAs.
Templates, tools and notes on this, no sign-up needed.
Questions, answered.
No. It checks dollar figures of $500 or more written with a dollar sign, and shows up to 50 flags per SoA, worst first. Figures in a recommendation, a projection or an example are never treated as contradicting the file, because they describe what could be, not what is.
No. It flags and never blocks. Before you download the client copy it asks you to review any figure that still disagrees, and you can download anyway.
No. It matches by the kind of figure, not by person or account, so a balance that belongs to the other partner passes as a balance. Read the figures that matter yourself.
Only when you press Use, and then only that one number. Nothing is rewritten by AI, and the change can be undone like any edit.
The figure check, documents disagree and figure confirmation come with BackPro Digital and BackPro Practice, on SoAs BackPro drafts. Statutory caps are checked in the compliance pass, where a wrong cap is a Should fix.
Run your next SoA through BackPro.
Start free and check your first SoA today. Not ready? Run the check on our sample SoA first, no sign-up needed.