Business Overview
The "Brief Description" field is where you summarize what your company does. Provide a concise overview of your main products, services.
Brief Description
Example
Сoffee shop offering freshly brewed coffee, specialty drinks, and homemade pastries.
Upload Trial Balance
What is a Trial Balance
A trial balance is a simple report that shows all the balances in your business’s accounts — like income, expenses, assets, and liabilities. It's like a financial health check for your business.
- It helps make sure your books are balanced — meaning that what you own (assets) matches what you owe (liabilities) and your equity.
- A correct trial balance is essential for creating accurate financial reports like Profit & Loss (P&L) and balance sheets.
Why It Matters
- If your trial balance isn’t right, your financial reports will be wrong too.
- Small mistakes can lead to bigger problems, like incorrect tax filings or missing signs of fraud.
Note: Due to differences in trial balance formats and accounting plans, some audit functions may be limited. The AI will notify you if adjustments are needed.
See how AI Audit Works
1. Describe Your Business: A quick description helps the AI understand your business type for more accurate analysis.
2. Upload Your Trial Balance: Just upload your trial balance in a simple Excel format.
3. AI Analysis: If everything looks good, the AI will analyze your trial balance to spot trends, risks, and opportunities.
What You’ll Get
- Fast Results - Get a financial health check in under a minutes.
- Clear Feedback - If there are mistakes, you’ll know exactly what to fix.
- AI Insights - Get smart analysis of your financial position, including possible risks or opportunities.
- Visual P&L - See your financial performance with a simple, clear chart.
- Secure & Private - Your data stays with you — no need to share it with an expensive consultant.
