Best for: Business owners who suspect something’s off but need a quick check
1–2 financial documents from the same time period
Preferred formats: PDF, Excel, CSV
Documents can include but not limited to:
Bank statement
General ledger export
Vendor payment report
Payroll summary
Please submit up to 2 documents from the same time period. If you're unsure which documents to choose or need further direction, please book a consultation first.
This product includes:
Review of 1–2 financial documents (e.g., bank statement, ledger export)
AI-powered scan for anomalies and red flags
1-page summary report with findings sections
Best for: Business owners who suspect something’s off but need a quick check
1–2 financial documents from the same time period
Preferred formats: PDF, Excel, CSV
Documents can include but not limited to:
Bank statement
General ledger export
Vendor payment report
Payroll summary
Please submit up to 2 documents from the same time period. If you're unsure which documents to choose or need further direction, please book a consultation first.
This product includes:
Review of 1–2 financial documents (e.g., bank statement, ledger export)
AI-powered scan for anomalies and red flags
1-page summary report with findings sections
