Financial Clarity
Allocation and credit work only if the underlying numbers are right. If your books are behind, messy, or mixed with personal spending, this is where you start.
Why messy books cost you funding
Reviewers do not read your books the way you do. They look for reconciled balances, consistent categorisation, and a revenue figure they can trust. If the statements look improvised, the application stalls — regardless of how healthy the business actually is.
Messy books also break your own decisions. If materials and subcontractor costs are buried in the wrong categories, your real revenue is wrong, your revenue band is wrong, and your target allocation percentages are wrong too.
What's included
Full reconciliation
Every bank and card account reconciled back to the period we agree on, so balances actually tie to reality.
Chart of accounts cleanup
Duplicate, vague and misused accounts merged into a structure a lender or accountant can read at a glance.
Transaction recategorisation
Owner draws, materials, subcontractors and personal spending separated properly — which also makes your real revenue figure correct.
Lender-ready statements
Profit and loss, balance sheet and cash flow for the periods reviewers ask for, formatted consistently.
Monthly close option
Once the cleanup is done, we can keep it current with a recurring monthly close so it never drifts again.
Handoff notes
A short written summary of what was wrong, what changed, and what to keep doing.
The process
Four steps from "I'm not sure what my numbers say" to statements you can send to anyone.
Free diagnostic
You share read-only access to your books. We review the state of the accounts and tell you honestly how much work is involved.
Scoped quote
You get a fixed quote based on months of backlog, number of accounts, and transaction volume. No hourly surprises.
Cleanup and review
We do the work, then walk you through the corrected numbers so you understand what changed and why.
Keep it clean
Optional monthly close, plus your Cashvane allocation running on numbers you can now trust.
Financial Clarity is a quote-based service, priced on backlog and volume rather than a flat monthly fee. It is separate from your Cashvane subscription.
Get a custom quote
Tell us roughly how far behind you are and we'll come back with a fixed scope and price.