Free revenue leak audit
Upload an invoice export, or connect Stripe, QuickBooks or Xero read-only. See unbilled work, missed increases, stopped retainers and overdue receivables, each with the rows that prove it. It's free, and nothing is stored.
Drop your invoice export here
CSV or Excel · up to 4 files · add contracts, timesheets or AR aging for deeper checks
🔒 Files are analyzed in memory and never stored. Only if you unlock the full report do we keep your contact details and the summary totals.
Overdue receivables
Invoices past due, aged 30/60/90+ days.
Recurring billing that stopped
Customers billed every month who suddenly weren't.
Missed price increases
Contracted escalators that never reached the invoice.
Billed below contract
Invoices under the agreed fee or hourly rate.
Unbilled work
Billable hours or services never invoiced.
Contract periods with no invoice
Retainer months that were simply skipped.
Duplicates & gaps
Duplicate invoices and missing invoice numbers.
Renewal & churn risk
Contracts ending soon and customers slowing down.
| Free audit | Full platform | |
|---|---|---|
| Data in | Up to 4 CSV/Excel files (20,000 rows), or a one-time read-only Stripe, QuickBooks or Xero connection | QuickBooks, Xero, Stripe, GoHighLevel, PayPal & Square sync, plus PDF contracts read with AI |
| Revenue leak checks | ✓ One-time snapshot | ✓ Re-checked every month, with review & approval workflow |
| Report | ✓ PDF summary | ✓ CFO reports, board decks, Excel packs |
| Financial health, runway & forecasts | — | ✓ Industry KPIs, alerts, 13-week & monthly forecasts |
| Multiple companies | — | ✓ Every client or portfolio company in one Command Center |
| Price | Free | From a free 2-company diagnostic |
Every workspace gets a personal audit link branded with your firm's name. Prospects run the audit, and you get the lead with their totals in your Command Center, ready for the first conversation.
Yes. The one-time audit is free with no credit card. Unlocking the full report only asks for your name, email and company.
It's read-only and one-time. We read your invoices and payments once, analyze them in memory, and then close the connection (QuickBooks and Xero access is revoked automatically; for Stripe you can delete the restricted key right after). Keys and data are never stored.
No. Files are analyzed in memory and discarded. If you unlock the report we keep your contact details and the summary totals (for example, total potential recoverable), never your customer names or invoice rows.
An invoice list exported from QuickBooks, Xero, Stripe, FreshBooks, GoHighLevel or any billing system (CSV or Excel). Add contracts, timesheets or an AR aging report for deeper checks.
Every finding comes from deterministic rules applied to your rows and cites them. Findings are labeled verified (proven by your data) or potential (worth checking). Nothing is estimated with AI.