Upload General Ledger
General Ledger File (required)
Drag & drop a QuickBooks GL export (CSV or Excel), or click to browse
Chart of Accounts (recommended)
Optional: Upload your client's COA for more accurate suggestions
Parsing General Ledger...
This may take a few seconds for large files
Deterministic analysis complete. Click below to generate AI-powered audit report.
| Flag | Vendor | Date | Amount | Current Acct | Suggested | Conf. | Decision |
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Client Questions
Auto-generated questions from flagged and held items. Copy and send to your client.
Stage & Validate
Click "Validate Decisions" to check before exporting.
Download Exports
Audit Trail
| Time | Flag | Vendor | Action | Target | Note |
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