Financial Services
Walk into your next audit with every number sourced and ready
GL entries, supporting documents and approval records connected so any auditor question has an instant traceable answer.
Why this decision matters.
Audit preparation is expensive because lineage is reconstructed rather than retained. Someone spends weeks proving that a reported number came from specific transactions, and that work is thrown away and repeated the following year.
The failure mode is a schedule built from a spreadsheet whose formulas nobody can fully explain. It usually reconciles, and the cost of proving that it reconciles is measured in weeks of senior finance time plus additional auditor hours.
When lineage is maintained continuously, audit becomes a review rather than a reconstruction. The same lineage also improves everyday confidence in reporting, because any figure in a board pack can be opened down to the transactions behind it.
Comparing tools for financial services? See how SIGNLD compares with Powerdrill. For the underlying numbers, read decision intelligence for accounting firms.
How SIGNLD answers it.
Step 01
Connects to your source systems
Read-only access to your ERP and general ledger (NetSuite), your secondary or regional accounting system (Xero), and your analytics warehouse (Snowflake).
Step 02
Builds the graph across those systems
Accounts, journals, transactions, entities, and periods are linked so every reported figure retains a path back to the rows that produced it across all connected systems.
Step 03
Returns a ranked brief
The brief flags the balances and reconciliations with the weakest or most manual support, ranks them by materiality, and recommends where to strengthen documentation before fieldwork starts.
Reads from.
SIGNLD connects read-only to your existing systems. 800+ integrations available.
What the brief looks like.
The question
Which GL entries from Q3 lack complete supporting documentation?
What SIGNLD found
14 journal entries over $10K in Q3 have incomplete approval chains in the system. 3 have no supporting document attached. The entries themselves are accurate but the documentation trail would require 6-8 hours of manual research to reconstruct for an auditor.
Evidence
- 14 Q3 journal entries over $10K with incomplete approval chains
- 3 entries with no supporting document attached in the GL system
- Estimated manual reconstruction time: 6-8 hours per auditor request
Recommended move
Attach supporting documents to the 3 undocumented entries this week. Chase approval chain completion on the remaining 11. Full audit readiness achievable before end of month with 4 hours of focused work.
83% reduction in audit prep time
Illustrative brief. Figures are sample data, not customer results.
Questions.
More decisions in Financial Services.
Financial Services
Reach out at the right moment, before clients consider leaving
Portfolio data and advisor notes, combined to surface the rebalancing or check-in conversation that matters now. 4 clients show portfolio drift beyond their stated risk tolerance, combined with recent life-event language in advisor notes.
Read the decision →Financial Services
Explain margin compression before your board asks why
GL data, contract terms and operational costs connected so you know the reason behind every variance before the meeting. Three causes account for 94% of the Q3 margin compression: an Apex Components overcharge on Contract 1847, excess idle capacity in Region 3, and a revenue recognition hold on a contract that shipped in Q2 but was not recognized until Q4.
Read the decision →Financial Services
Know which receivables will hit your cash position before payroll does
AR aging, payment history and cash forecasts connected to show your real cash position 30 days out. Current AR aging shows $340K due in the next 30 days.
Read the decision →Run this decision on your own data.
Free Forever plan. Full 14-day Growth trial. No credit card.