Dashboard
LLM:No LLM Selected
Dashboard
Shortcuts into the product, matched opportunities, the book of business by agency, audit readiness, the FAR Overhaul and the newest case law, with the client roster first for an advisor
Ledger Scan
Deterministic keyword screen of general ledger transactions against the FAR 31.205 unallowable-terms list. Flagged items are matches for further allowability review, not a compliance determination.
Upload a CSV or Excel file with columns: Date, Account Number, Account Name, Amount, and Description
Note: Column names are flexible (e.g., "Acct" for Account Number, "Memo" for Description)
Chart of Accounts Classification
Upload your chart of accounts and classify expense accounts as direct vs. indirect costs per DFARS proper segregation requirements
Upload a CSV or Excel file with columns: Account Number, Account Name, and Account Type