How it works
Every step is attributable, permission-controlled and reproducible.
1. Import
Upload CSVs for invoices, payments, contracts, CRM deals and more. Map columns, review validation and duplicates, then confirm.
2. Detect
Run deterministic rules. Findings start as unverified potential leakage with a transparent calculation.
3. Review
Inspect source records and alternative explanations. An Owner, Administrator or CFO verifies, rejects, or requests more evidence.
4. Correct
Prepare a draft correction, submit it for approval, and record execution by an authorized user.
5. Confirm recovery
Record confirmed receipts against the case. Recovered cash, outstanding balances and recovery rate update without double counting.
6. Report
Generate executive reports from the same validated numbers.