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    Agent·Financial

    Auditor

    The Auditor reads every general ledger line in your monthly reports and bank feed and flags anything that looks off: duplicate vendor payments, expenses miscoded against budget, and charges that don't match historical patterns. It's the analyst you'd hire to keep your PM honest, except it works every month and never takes a day off.

    What it does

    • Detects duplicate vendor payments across months
    • Compares actual expenses to budget and prior-year baseline
    • Flags charges that deviate from historical pattern
    • Highlights miscategorized expenses in the GL
    • Surfaces anomalies in the AI Flags feed for review

    When you'd use it

    Catching the same invoice twice

    A landscaping vendor billed in both March and April for the same work. The Auditor flagged the duplicate before it was paid out.

    Budget variance review

    Run monthly to get a one-page summary of every line that's more than 10% off budget, with the likely cause.

    Year-end cleanup

    Scans 12 months of GL entries to catch reclassifications and prep clean books for tax.

    Reads

    • MORs
    • Rent rolls
    • GL exports
    • Bank transactions

    Produces

    • Anomaly report
    • AI Flags
    • Audit memo

    Related

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