Test the recorded population
Select QuickBooks populations and inspect the supporting records for each sample. Record the result and the reason for each exception.
FinReadi / Controls
A controls program grounded in the actual books.
Set the scope, connect the policy and test the transactions. Keep QuickBooks samples, test results and follow-up actions together for company review.
Keep remediation accountable
Assign follow-up work and track open exceptions. Keep the tested period and the policy clear when you prepare the report.
Review the scope before buying
The app calculates your program from controls, significant accounts, entities, sampled populations, frequency, unapproved policies and open exceptions. Authorized company buyers can purchase there.
Published scope formula
Initial program = min($12,500 + scope points × $750, $35,000). Roll-forward = 60% of the initial program, rounded to the dollar.
Scope points reflect the seven drivers listed above. Missing inputs use the highest band; an empty control register shows the base. Review the full driver breakdown and final quote in the app before purchase.