Four companion reports

Four reports from the same file.

Companions to the Corrections Engine. Each one reads the export you already dropped and prints what a reviewer would ask for next. Same file, no new exports.

$500 each · $1,500 for all fourWith the Corrections Engine license · Each report downloads as a CSV, and the page prints as a PDF

Fund Balance Health

Every fund's roll-forward, with the flags a reviewer raises.

Every fund's roll-forward, ending balance components, deficit spending flags, and your reserve ratio against the standard. Same file, no new exports.

Fund Balance Health on the sample file: one fund, deficit spending flagged, reserve ratio against the standard, and the roll-forward table

Restricted Resource Risk

Ranked by risk before an auditor ranks them for you.

Deficit resources, contribution dependencies, oversized and idle carryover balances, ranked by risk before an auditor ranks them for you.

Restricted Resource Risk on the sample file: one restricted resource in deficit, with beginning balance, revenues, contributions, expenditures and ending balance

Indirect Cost Maximizer

The headroom left on the table, at your approved rate.

What each restricted program could carry in indirect at your CDE-approved rate versus what's booked, and the headroom left on the table.

Indirect Cost Maximizer on the sample file: restricted programs, the approved rate, the base with and without subagreements, what is charged and the headroom left

Actuals Tie-Out Pack

The pre-submission checklist, run automatically.

Record counts, balance ties, contributions, transfers, cash, and component placement, stamped ready or not. Print the tab for a signed-and-dated tie-out page in the submission file.

Actuals Tie-Out Pack on the sample file: not ready to submit, with each tie-out check marked pass, fail or review and the detail behind it

All four run on the sample file today.

The sample district file opens every report. Your own file's findings are free; the reports open with the Corrections Engine license.