Record & document uploads
Bring ledger records and supporting financial documents into the workbench.
The records. The context.
The whole conversation.
A connected workflow for financial evidence and cash flow review. Explore the building blocks, then see them together in a demo.
01 / A CONNECTED FOUNDATION
Start with the records.
Bring financial records and supporting documents into an engagement, with structure for the company and reporting period being reviewed.
Chart of accounts mapping
Connect account labels to a consistent financial structure for the review.
Business classification
Explore the financial records in the context of the business being reviewed.
02 / THE SOURCE STAYS IN SIGHT
Look behind the figures.
Review supporting evidence alongside the financial detail. Distinct evidence states help make the level of support visible.
Evidence states
Distinguish proved, claimed, conflicted, and bare entries.
Transaction review
Explore ledger entries and their supporting context in one workflow.
Reconciliation
Compare financial entries with supporting records and work through mismatches.
03 / A DIFFERENT VIEW OF THE DETAIL
Understand the movement.
Explore earnings, expenditure, and cash flow with views designed to support a more informed financial conversation.
Earnings bridge
Review the path from recorded earnings through proposed adjustments.
Spend analysis
Explore spending categories and the transactions beneath them.
Cash flow & conversion
Review cash movement and explore the cash-to-accrual workflow where appropriate.
04 / KEEP THE REVIEW MOVING
Bring the questions together.
Keep review questions, supporting requests, and the people involved connected to the engagement.
Open items & document requests
Track what needs attention and request missing supporting records.
Role-based collaboration
Different account roles support firm teams, sellers, and buyers, with engagement access controls.
Client reporting
Bring the review into a client-facing report, with the supporting workflow close at hand.
LOOKING AHEADAsk your documents.
Ask your documents.
Follow the sources.
PLANNED CAPABILITY
Document chat with retrieval-augmented generation (RAG) is on the product roadmap: a source-grounded way to explore uploaded documents through questions.
Document chat is planned and is not currently offered as a live feature. We’ll discuss availability as development progresses.
Talk through the roadmapFeature availability depends on the product release, account role, and engagement access. The workbench supports review; it does not replace professional accounting, audit, tax, legal, or investment advice.
LET’S MAKE IT CONCRETEYour records.
Let’s talk about a demo Your records.
A clearer perspective.
See how the Jawin8 workbench fits your financial review workflow.