Financial Professionals: Eliminate sign errors and misclassifications with automated Close Health Reports.
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PDF memos with ISA and PCAOB citations. Excel workpapers with full underlying data. CSV exports for downstream analysis. Formatted and ready to file the moment analysis completes.
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Raw trial balance data
Ten formats: CSV, Excel, TSV, TXT, QBO, OFX, IIF, PDF, and ODS. Multi-sheet workbooks supported.
Intelligent classification
Automated account typing, anomaly detection, and materiality assessment in seconds.
Reclassified intelligence
Professional PDF summaries and Excel workpapers. Branded and ready for delivery.
Raw trial balance data
Ten formats: CSV, Excel, TSV, TXT, QBO, OFX, IIF, PDF, and ODS. Multi-sheet workbooks supported.
Intelligent classification
Automated account typing, anomaly detection, and materiality assessment in seconds.
Reclassified intelligence
Professional PDF summaries and Excel workpapers. Branded and ready for delivery.
Explore a sample diagnostic for Acme Manufacturing Corp
Balanced
3 anomalies detected
Clearing Account - Intercompany
Suspense/clearing account with outstanding balance of $47,200. These accounts should be cleared at period end.
Raw Materials Inventory
Concentration risk: Raw Materials Inventory represents 38% of total assets ($1,976,000 of $5,200,000). Consider diversification.
9 financial ratios
Adequate short-term liquidity
Moderate liquid asset coverage (inventory-heavy)
Moderate leverage for manufacturing
Typical manufacturing gross margin
Comparing ratios against manufacturing industry benchmarks
Manufacturing • FY 2025
Current ratio is at the industry median for manufacturing companies.
Quick ratio is slightly below industry median. Typical for inventory-heavy manufacturers.
Leverage is in line with manufacturing industry norms.
Gross margin exceeds the manufacturing industry median, indicating strong cost control.
Net profitability is above the manufacturing industry median.
Operating efficiency is strong relative to manufacturing peers.
Asset returns are at the manufacturing industry average. Capital-intensive operations are typical.
Strong shareholder returns, above the manufacturing industry median.
Collection efficiency is above average for manufacturing. Lower DSO is better.
Disclaimer: This is sample demo data for illustration purposes only. Actual benchmark comparisons use aggregated industry data from RMA Annual Statement Studies and SEC EDGAR filings.
42 accounts • 8 lead sheets
asset
asset
asset
asset
liability
equity
revenue
expense
About Lead Sheets: Lead sheets (A-Z) are standard audit workpaper categories used to organize accounts for review. This grouping follows industry-standard conventions for trial balance presentation.
This is a demo using synthetic data for Acme Manufacturing Corp. Sign in to analyze your own trial balance. Your data is processed entirely in-memory and is never saved to any disk or server.
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