AI-Powered Financial Health Check

Is your Balance Sheet actually GAAP compliant?

Upload your P&L and Balance Sheet. Get an instant scorecard with specific GAAP compliance findings and AI-powered recommendations — in seconds, not hours.

C

Sample Assessment Grade

3 critical findings, 5 warnings

14 actionable recommendations

Bank-level encryption Files deleted after processing Never sold or shared Not a CPA — a preparation tool

Three steps. Thirty seconds.

Like Grammarly for your financial statements. Upload, analyze, improve.

Step 1

Upload

Drag and drop your P&L and Balance Sheet. We support QuickBooks, Xero, and Excel exports.

Step 2

Analyze

Our engine runs 15+ GAAP compliance checks and AI-powered contextual analysis in seconds.

Step 3

Act

Get a graded scorecard with specific findings, recommendations, and questions for your CPA.

What we check

Every assessment runs 15+ automated GAAP checks plus AI-powered contextual analysis.

Balance Sheet Equation

Verifies Assets = Liabilities + Equity with tolerance for rounding.

Negative Cash Reclassification

Flags bank overdrafts that should be classified as current liabilities.

Debt Classification

Checks that next 12 months of long-term debt is classified as current.

Retained Earnings Rollforward

Validates that RE + Net Income - Distributions = Ending RE.

Related Party Detection

Identifies officer loans, owner transactions, and intercompany balances.

QuickBooks Artifact Cleanup

Finds deleted accounts with balances, 'Ask My Accountant' entries, and suspense accounts.

Multi-Entity Consolidation

Verifies intercompany eliminations and consolidated balance accuracy.

AI Contextual Analysis

Claude-powered narrative identifying patterns, risks, and specific questions for your CPA.

Simple, transparent pricing

Start free. Upgrade when you need more.

Free

$0
  • 1 assessment/month
  • Basic scorecard
  • Top 5 findings
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Starter

$9.99/mo

billed annually

  • 5 assessments/month
  • Full scorecard
  • AI narrative
  • PDF export
  • Email support
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Most Popular

Pro

$24.99/mo

billed annually

  • Unlimited assessments
  • Historical tracking
  • Multi-entity
  • Team access (3)
  • Priority support
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Firm

$59.99/mo

billed annually

  • Everything in Pro
  • Unlimited team
  • White-label reports
  • Client dashboard
  • API access
  • Dedicated support
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