Start with a clear deliverable: a list of verified exceptions and the documents needed to resolve them.
Define the engagement
Identify the legal entity, supplier set, date range, exports and responsible client contact. Specify that your work is a reconciliation review, not an assurance audit or a guarantee of savings. Use your existing professional engagement process.
Price the work you actually deliver
A firm could choose a fixed fee or another permitted arrangement. CreditLatch does not set your fees or validate a success-fee structure. Account for your review time, expected findings and relevant professional obligations.
Use a two-stage review
- Run the free scan to see whether usable evidence and candidate exceptions exist.
- Validate the candidates against source documents, prepare queries and track the client’s actual outcome.
Make the result honest
Show candidates, explanations, confirmed differences and recovered amounts as different statuses. A clean result is useful too. Never convert a software flag into a savings testimonial.