Live
Financial Statement Analyst
Ratios, DuPont, common-size, and red-flag anomalies from verified statement analysis.
- · DuPont & ratios
- · Red-flag rules
- · Verified compute
CPA workflows · statement analysis
Financial Suite
Seven professional Finance services for statements, reconciliation, close, AP/AR, and audit workpapers.
Live
Bank Reconciliation
Match bank to GL with cascade passes and a four-column proof workpaper.
- · Cascade matching
- · Proof to zero
- · Excel workpaper
Live
Month-End Close Assistant
Close checklist from the trial balance — every moving account reconciled, waived, or open.
- · TB-driven tasks
- · Waive with reason
- · Procedure map
Live
Journal Entry Risk Analyzer
Full-population JE anomaly scan with risk-ranked exceptions — attributes, not intent.
- · Population proof
- · Risk ranking
- · Audit workpaper
Live
Invoice & AP Auditor
Three-way match: PO, invoice, and receipt with tolerances, duplicates, and GRNI.
- · Qty/price tolerances
- · Duplicates
- · Population balance
Live
Receivables Analyst
AR aging tie-out with recomputed buckets, GL control proof, credits, and cutoff.
- · Re-age buckets
- · GL tie-out
- · Cutoff tests
Live
Audit Assistant
Audit workflows: sampling, revenue trace, expense policy, cutoff, bank-rec review, and workpapers.
- · MUS sampling
- · Cutoff / URL
- · Workpaper gates