What we do
Everything an SME needs to audit its own books.
From a ten-minute health check to a full working-paper pack you can hand to a forensic accountant — all in one place.
Quick Scorecard
A 10-minute guided health check across bank reconciliations, invoicing, expenses, payroll, tax and controls. You get an instant score out of 100, a risk rating and a prioritised findings list. Scores under 65 automatically recommend a full audit.
- 24 guided questions
- Instant score & risk rating
- Prioritised fix-it list
Full Financial Audit
A structured self-audit across six areas — bank & cash, revenue & invoicing, expenses, payroll, tax & compliance, and financial controls. Tailored for both service businesses and goods/inventory businesses, with findings and remediation tracking.
- Six audit areas
- Goods & services business types
- Remediation task tracking
Debtor & Creditor Sampling
Upload your real aged trial balance spreadsheets and the app auto-maps the columns and builds your debtor and creditor samples. Edit inline: invoice numbers, purchase orders, proof of delivery, payment status and remittance checks.
- ATB spreadsheet upload
- Automatic column mapping
- 19-column sample worksheets
Confirmation Letters
Generate professional debtor and creditor confirmation letters straight from your samples, ready to print or save as PDF. Every letter ties back to the balances in your ledger.
- Auto-generated from samples
- Print / PDF ready
- Ledger-matched balances
Forensic & Legal Referral Network
When an audit surfaces something serious, refer the client to a listed forensic accountant or business law firm — searchable by region across Melbourne and regional Victoria — with the full audit pack attached.
- Forensic accountants & business lawyers
- Region-based directory
- Referral pack with samples & letters
- Tracked referral codes
Courtesy Partner Listings
Forensic accountants and business lawyers are listed in the directory as a courtesy — no referral fees or commissions are charged. Referrals are tracked with unique codes so both sides know where the engagement came from.
- No referral fees or commissions
- Free courtesy listing
- Engagement tracking with referral codes