The same analysis every time
A client audit that is worked out the same way for every client, so two appointments can be compared and a handover does not start again from nothing.
Planned, not yet available
Turn client bank exports into a consistent, explainable audit.
The consumer product is live today. A practitioner version is the next thing being designed, and this page describes what it is meant to do.
Working you can show
Every figure traces to a calculation, a category and the underlying transactions. When a client disputes a number, you can open it rather than defend it.
Messy files handled
Clients arrive with whatever their bank gave them: overlapping periods, missing headers, three formats. That is the normal case here, not an error state.
Uncertainty stated, not buried
Coverage gaps, assumed date orders, uncategorised spending and low-confidence matches are shown on the audit itself, so the limits of the analysis travel with it.
Privacy that survives scrutiny
Client transactions are read in the browser in front of you. A service that never receives the data is a far shorter conversation with a privacy officer than one that does.
An appointment that starts further along
The hour is spent on the decision rather than on data entry, because the audit is already done when the client sits down.
Who this is for
People who already do this work by hand.
Not a full practice management system, and not a replacement for professional judgement. One job: the analysis stage, done consistently, so the judgement can start from something solid.
- Financial counsellorsIN SCOPE
- Money coachesIN SCOPE
- Community and neighbourhood centresIN SCOPE
- Employee wellbeing providersIN SCOPE
- Mortgage brokersIN SCOPE
- AccountantsIN SCOPE
- Debt support servicesIN SCOPE
- Family support servicesIN SCOPE
Nothing here is available to buy yet.
There is no sign-up, no waitlist and no data capture on this page. The consumer audit is complete and free to run, and it is the fastest way to judge whether the analysis would be useful in your practice.