Spend & pricing
Compare available charges with documented terms and identify items requiring explanation.
02 / AUDIT · PAID ENGAGEMENTFollow the money.
Follow the money.
Understand the gaps.
Review up to 24 months of available financial records against vendor agreements and supporting evidence. This is a paid engagement with scope and pricing confirmed in your proposal.
Illustrative workflowFrom finding
From finding
to evidence.
01 What was expected?
Agreement terms and eligible locations
02 What was recorded?
Invoices, statements, and payment records
03 What needs review?
Variances, missing evidence, and next actions
Audit where the report points.
The traffic-light alignment report helps your team decide which vendors need a deeper review. A flagged item is a starting point for investigation—not proof that money is owed.
Request a scoped audit proposal. We’ll confirm the vendors, available records, and review period before providing pricing.
QuickBooks, Plaid, or other data connections can be considered during audit scoping. Access, history, and any third-party costs must be confirmed.
A review built around your records.
Revenue share
Reconcile expected and recorded payments where agreements and underlying records support calculation.
Exceptions & benchmarks
Organize discrepancies and compare costs where a relevant, supportable benchmark is available.
Clear findings. Traceable evidence.
Your audit should explain what was reviewed, how a finding was calculated, and what still needs validation.
- Agreed vendor, location, and period coverage
- Evidence-linked exception register
- Expected versus recorded amounts where calculable
- Data limitations and unresolved questions
- Prioritized action plan and results review
Historical coverage depends on the source and records available. Potential discrepancies are not confirmed recoveries. Recovery is not guaranteed. Pricing and any additional vendors are agreed in a written scope.
Keep watch after the audit.
Carry the findings into a subscription designed around regular reviews, relationship accountability, and ongoing visibility.
Explore ongoing monitoring