Confidential review workspace

US GAAP drafts

Source-linked evidence

Financial statement review before partner review.

Invector FS Review gives audit and reporting teams a controlled workspace to review US GAAP drafts, surface exceptions, and prepare evidence-ready follow-up before final sign-off.

Request a sample review

Brochure

Start with redacted files. AI flags exceptions; reviewers keep the judgment, decisions, and sign-off.

SAMPLE ENGAGEMENT

214

CHECKS

116

CLEARED

OPEN

REVIEW CONTROL

A controlled review layer

Confidential financial statement drafts.

REVIEW CONTROL

A controlled review layer

Confidential financial statement drafts.

CONFIDENTIAL

Redacted

Evaluate with anonymized current-year and prior-year files first.

CONFIDENTIAL

Redacted

Evaluate with anonymized current-year and prior-year files first.

EVIDENCE

Traceable

Every exception links back to source pages, rows, and calculations.

EVIDENCE

Traceable

Every exception links back to source pages, rows, and calculations.

OUTPUT

Exportable

Annotated PDF, issue register, review summary, and decision log.

OUTPUT

Exportable

Annotated PDF, issue register, review summary, and decision log.

The problem

The final review still lives in calculators, PDF search, and file version chaos.

Teams do not need another generic AI assistant. They need a controlled review workspace that shows what changed, what does not tie, and where the evidence is.

Late-stage math errors

Footing, cross-footing, subtotal, and total checks are still repeated manually across tables and notes.

Late-stage math errors

Footing, cross-footing, subtotal, and total checks are still repeated manually across tables and notes.

Disclosure inconsistency

Numbers can agree in one place and drift in another. Reviewers need source-linked exceptions, not a longer checklist.

Disclosure inconsistency

Numbers can agree in one place and drift in another. Reviewers need source-linked exceptions, not a longer checklist.

Draft revision rework

When draft v3 arrives, teams need to know which prior work remains cleared and which areas require review again.

Draft revision rework

When draft v3 arrives, teams need to know which prior work remains cleared and which areas require review again.

Built for

Start with the teams that feel the final-review bottleneck first.

Designed for teams that perform high-volume final financial statement reviews and need every follow-up to be source-backed, reviewable, and easy to export.

PRIMARY ICP

Mid-market audit firms

Assurance teams reviewing private-company, nonprofit, and employee benefit plan financial statements during busy season.

PRIMARY ICP

Mid-market audit firms

Assurance teams reviewing private-company, nonprofit, and employee benefit plan financial statements during busy season.

SECONDARY ICP

Corporate reporting teams

Controllers and reporting managers who want cleaner drafts before CFO review or external auditor review.

SECONDARY ICP

Corporate reporting teams

Controllers and reporting managers who want cleaner drafts before CFO review or external auditor review.

EARLY WEDGE

Advisory teams

Accounting advisory and audit-prep teams that turn messy client statements into review-ready packages.

EARLY WEDGE

Advisory teams

Accounting advisory and audit-prep teams that turn messy client statements into review-ready packages.

What it checks

Practical automation for the review procedures teams already perform.

Focused on the procedures teams already perform across PDFs, Word documents, Excel lead schedules, prior-year reports, and late-stage draft versions.

Mathematical accuracy

Footing, cross-footing, subtotals, totals, rounding tolerance, and sign convention checks.

Mathematical accuracy

Footing, cross-footing, subtotals, totals, rounding tolerance, and sign convention checks.

Internal consistency

Match recurring amounts and related headings across statements, tables, and disclosure notes.

Internal consistency

Match recurring amounts and related headings across statements, tables, and disclosure notes.

Prior-year comparison

Compare the current draft’s comparative column against the prior-year audited report.

Prior-year comparison

Compare the current draft’s comparative column against the prior-year audited report.

Version comparison

Surface changed draft areas so reviewers can focus on affected checks instead of starting over.

Version comparison

Surface changed draft areas so reviewers can focus on affected checks instead of starting over.

Evidence viewer

Show PDF coordinates, source evidence, calculation trail, confidence, and reviewer context.

Evidence viewer

Show PDF coordinates, source evidence, calculation trail, confidence, and reviewer context.

Export package

Prepare annotated PDFs, issue registers, review summaries, and reviewer decision logs.

Export package

Prepare annotated PDFs, issue registers, review summaries, and reviewer decision logs.

Evidence-first review

Do not just flag an error. Show why it matters and where it came from.

For audit teams, the product is only useful if every exception can be reviewed, challenged, dismissed, assigned, and exported. The evidence view is the trust layer.

Calculation trail linked to source rows and page coordinates

Reviewer actions: accept, dismiss, comment, assign

Decision log included in the export package

Trust and controls

Built for confidential review work, not casual document chat.

Before files move, teams need clarity on data boundaries, reviewer control, and what the product will and will not decide.

DATA BOUNDARY

Redacted evaluation path

Prospects can start with anonymized statements and prior-year reports before any live client data is shared.

DATA BOUNDARY

Redacted evaluation path

Prospects can start with anonymized statements and prior-year reports before any live client data is shared.

PRIVACY

No model training by default

Customer documents are not used for model training unless the customer gives explicit permission.

PRIVACY

No model training by default

Customer documents are not used for model training unless the customer gives explicit permission.

AUDIT TRAIL

Reviewer decision log

Every accept, dismiss, comment, and assignment is captured for follow-up and export.

AUDIT TRAIL

Reviewer decision log

Every accept, dismiss, comment, and assignment is captured for follow-up and export.

TRACEABILITY

Evidence before answers

Findings show source pages, table rows, calculation trails, and confidence so reviewers can challenge the result.

TRACEABILITY

Evidence before answers

Findings show source pages, table rows, calculation trails, and confidence so reviewers can challenge the result.

GOVERNANCE

Professional judgment remains final

The product supports review procedures. It does not replace audit sign-off or accounting conclusions.

GOVERNANCE

Professional judgment remains final

The product supports review procedures. It does not replace audit sign-off or accounting conclusions.

SECURITY

Security review available

Qualified teams can review the intended data handling, access control, and retention approach before a pilot.

SECURITY

Security review available

Qualified teams can review the intended data handling, access control, and retention approach before a pilot.

Sample review workflow

See the quality of findings before sharing live client data.

Send a redacted current-year statement and prior-year report. We return a sample review package showing exceptions, source evidence, and an export-ready issue register.

Request sample package

Brochure

1. Share redacted files

Current draft, prior report, and optional lead schedules.

2. Receive sample findings

Review math, consistency, prior-year, and version-change exceptions.

3. Review controls and fit

Discuss data handling, workflow fit, and paid pilot scope.

Fits alongside your existing workflow

Confidential inquiry

Request a sample review or workflow walkthrough.

Tell us how financial statement review works today. You can start with redacted files, review data controls, or talk through the workflow before sharing materials.

Sample review package

See annotated exceptions, source evidence, and an issue register using redacted materials.

Sample review package

See annotated exceptions, source evidence, and an issue register using redacted materials.

Data handling discussion

Review the intended access, retention, and document-use boundaries before a pilot.

Data handling discussion

Review the intended access, retention, and document-use boundaries before a pilot.

Workflow fit call

Map the review process around your current audit suite, PDF, Word, and Excel workflow.

Workflow fit call

Map the review process around your current audit suite, PDF, Word, and Excel workflow.