Our Methodical Approach
01
02
03
Export
Analyze
CSV/Excel exports from current accounting, invoicing, and operational systems.
No meetings or software installation required. We process your existing data.
Review
Coded findings and estimated financial exposure for revenue leakage and margin risk.
Completed-but-Uninvoiced Work
Identifying revenue leakage from work that has been completed but not yet billed to the client.
What We Look For
Underbilling
Systematic analysis of project billing to ensure all work is accurately priced and fully captured.
Duplicate Expenses
Flagging and resolving duplicate payments across your purchasing and operational expense records.
Purchasing Deterioration
Monitoring supplier pricing trends and identifying potential cost inflation in your procurement cycle.
Quoted-Margin Deterioration
Tracking the gap between quoted margins and actual profitability to identify pricing risks.
Operational Discrepancies
Identifying cross-system discrepancies between accounting, invoicing, and operational data.
Case Study: Mechanical Contractor
SIMULATED DATA
19
High-Priority Exceptions
$17,596
Direct Exception Exposure
~$28,000
ADDITIONAL ESTIMATED RISK
Analytics Expertise
ProfitRecon was built by an analytics engineering leader with nearly two decades of experience turning complex operational data into actionable business intelligence. The analysis is designed to surface financially significant exceptions through methodical data evaluation and cross-system reconciliation, with supporting transaction detail, estimated exposure, and clear assumptions so each finding can be evaluated against the realities of your business.
Methodical Data Stewardship
ProfitRecon focuses on transaction relationships, dates, amounts, statuses, and identifiers. Customer, employee, and other personally identifying information generally isn't needed for the analysis and can be removed before files are shared.
Common Questions
What is the pilot program?
The pilot program is a complimentary, no-obligation analysis of your business's financial data. We evaluate your existing CSV and Excel exports to identify high-priority revenue leakage and margin deterioration risks.
How is data security handled?
ProfitRecon asks only for the data needed for the agreed analysis. Names and other personally identifying information generally are not required and can be removed before files are shared. Accepted pilot participants receive file-sharing instructions separately after we confirm which exports are needed.
What data do you need?
We require CSV/Excel exports from your accounting, invoicing, and purchasing systems. We look for transaction relationships, dates, amounts, statuses, and identifiers. We do not require personal information or software installation.
How long does the analysis take?
Our founding pilot analysis typically takes 1-2 business days. We provide a prioritized findings report with supporting transactions and estimated financial exposure, delivered directly to your inbox.
Are findings actionable?
Yes. Our findings are candidates for business confirmation. We provide prioritized transaction exceptions and estimated financial exposure, allowing you to take immediate action to close the revenue gap.