Upload a client export. Get a findings report in minutes.
Finance leaders engaged to bring clarity, control, and strategy to a company's financial operations.
Client Accounting Services teams managing outsourced bookkeeping and advisory.
Full-service practices handling audits, tax, and advisory.
Mergers & Acquisitions professionals screening target companies before committing to full diligence.
Private Equity teams acquiring and integrating portfolio companies.
Designed alongside a fractional CFO with 18+ years of experience across 15 companies, from owner-managed SMEs to Series C startups and PE-backed roll-ups, with a Yale School of Management education. The technical team brings experience building scalable products, AI infrastructure, and automation across startups and the middle market.
Sammi Teki Founder & CEO
Igwe Francis Co-founder
Peter Hubshman CFO Design Partner
Harmin Patel Founding Software EngineerCSV and XLSX files from QuickBooks, Xero, NetSuite, Sage: P&L, balance sheet, GL, and bank statements. No API integration, no credentials, no onboarding.
ALFRD analyses cash integrity, revenue patterns, margin trends, cost structures, working capital, balance sheet accuracy, owner behaviour, and industry benchmarks. Each finding is severity-rated.
Every issue includes the check that flagged it, the months affected, and the specific values behind it. Use the report to qualify cleanup work, strengthen proposals, or start advising immediately.
Compares balance sheet cash to bank balances monthly. Calculates what cash movement should have been, and measures the unexplained gap.
Spots spikes followed by sharp reversals, months carrying too much of annual revenue, and sustained decline that hides in a flat P&L.
Tracks gross margin compression, single-month swings, and operating costs growing faster than revenue, month by month.
Flags COGS-to-expense imbalances, vague accounts absorbing 20%+ of spend, and new expense lines appearing mid-period.
Surfaces director drawings, round-number withdrawal patterns, and draws that exceed what the business is making.
Checks the accounting identity every month. Verifies net income flows into equity correctly. Catches retained earnings moving when they shouldn't.
Measures AR and AP days against rolling averages. Flags spikes above trend and multi-month deterioration in collection times.
Run the checks during the sales conversation. By the time your prospect finishes explaining their setup, you'll know whether this is a cleanup engagement or a healthy book.
Attach the findings report to your advisory or cleanup proposal. “Here's what we found in your data” is more convincing than any pitch deck.
Most new engagements start with weeks of data review. With the findings report in hand, you walk in already knowing what's wrong.
Upload an export. See what the checks find.
No credit card. No onboarding call. Just the findings.
