Bring the exports.
Start with settled payment allocations. Add supplier open credits and the matching credit ledger for a second check.
See the export checklist → FOR BOOKKEEPING & CONTROLLER FIRMS
The next cash win
is already in
their books.
Turn payment exports and supplier credits into a clear list of money to investigate. Give every wholesale client a cash-recovery check they can act on.
Free to check. No account. Your CSVs stay in your browser.
EXAMPLE WHOLESALE LLCSynthetic example
PAYMENT CANDIDATES$5,090.00
2 invoice references to investigate
01
Same invoice. Two payments.PKG-1048 · distinct payment IDs
$1,84002
Allocations exceed invoice total.LG-991 · original total supplied
$3,250Supplier-credit differences Reported separately; may overlap$1,510
Illustrative data, not customer results. Flagged amounts are not recovered cash.
A BETTER REASON TO EMAIL YOUR CLIENT
“We found something
worth checking.”
Most firms already have the data. CreditLatch puts the exceptions, supporting rows, and next questions in one place.
Follow the difference.
Inspect possible overpayments, repeated transactions and missing credit references. See why each record was flagged.
Understand the checks →Put evidence to work.
Export a branded review packet, a CSV of exceptions, and a neutral supplier query. Your client keeps control of the next step.
Try the whole workflow →PRIVATE BY DESIGN
Your clients’ books
stay with you.
The scanner runs inside your browser. Financial files, vendor details and invoice amounts are never sent to CreditLatch or an AI provider.
No accounting login. No ledger write access. No financial files in cloud storage. Use an encrypted device and handle downloaded workspaces under your firm’s policies.
Read exactly how data is handled →PROVE THE FIT FIRST
One client today.
Your portfolio tomorrow.
Run free checks before choosing a license. Paid plans add the evidence workflow and client-ready reporting.
Early access: the free scanner is ready. Paid licenses are awaiting activation.
Find the exceptions.
$0
For checking your own export.
- Payment and supplier-credit checks
- 100,000 rows per CSV
- Full findings and source-row review
- Sample files and column mapping
Close the loop.
$495/ year
For one legal entity.
- Everything in the free scan
- Branded printable evidence reports
- CSV, source manifest and query exports
- Downloadable review workspaces
Make it a client service.
$4,950/ year
For up to 100 client legal entities.
- All Company features across clients
- Your firm’s name on review packets
- Portfolio exception filtering
- Client service and intake templates
Annual access, paid once. No automatic renewal. 14-day self-service refund after purchase. Prices in USD; applicable tax shown at checkout. Findings do not establish a right to recovery.
BEFORE YOU START
A few straight answers.
Does a finding mean the supplier owes us money?
No. Installments, adjustments, timing, incorrect exports or an already-applied credit can explain a difference. Every finding includes its source rows and the next verification step.
Can you automatically contact suppliers or change the books?
No. CreditLatch creates review packets and draft queries. You decide what to send and what to post after checking the underlying records.
Can I upload PDFs or connect QuickBooks?
This release accepts CSV exports with mapped columns. It does not read PDFs or connect directly to an accounting system. Use the export checklist to prepare one row per payment allocation.
What if the scan finds nothing?
You see zero candidates. There is no reason to buy a paid plan solely for a clean scan. A clean result does not establish that every payment is correct.
Is this an audit or a collections service?
It is reconciliation software. It does not provide an audit opinion, accounting advice, debt collection, tax advice or a guarantee of recovery.
START WITH ONE CLIENT