01Three fiscal years
Profit & loss
Build a period-by-period revenue and earnings picture from the records you already use.
Private, document-first practice readiness
From practice records to a plan you can verify.
Woodard turns permitted P&L, business tax data, and a de-identified client-revenue export into a source-traceable financial picture. Review every conflict, compare three disclosed deal mechanics, and see what evidence to build over the next 12–24 months.
- Private workspace
- No listings
- Source-linked results
- Actual recordsResults come from file content, not filenames or sample IDs.
- Explicit uncertaintyMissing, conflicted, assumed, and confirmed never look the same.
- Reproducible outputInputs, rules, assumptions, and report versions stay connected.
Start with the records you already have
Three inputs. One connected evidence trail.
The secure pilot will show the exact allowed formats and data boundary before the file picker opens. Unsupported files never turn into invented results.
02Three fiscal years
Business tax data
Compare reported business figures with operating records instead of assuming they agree.
03De-identified
Client revenue export
Measure concentration and revenue composition without requiring client names in the initial workflow.
A workflow built around evidence
Documents first. Questions only where they help.
The product follows durable processing state and keeps the owner in control of every accepted fact.
Add permitted records
Start with documents, not a long intake form. The upload boundary is shown before you choose a file.
Review what was read
See each extracted fact beside its source location, state, and normalization method.
Resolve only the gaps
Compare conflicting sources and answer targeted questions only where the records cannot.
Understand the path forward
Inspect the financial picture, three disclosed deal mechanics, and evidence-based actions.
Traceability is the product
Open any result all the way back to its source.
A number is useful only when you can see where it came from, what changed, and what still needs judgment. Woodard keeps each layer separate instead of hiding the work behind a score.
- Source coordinatePage and region, or sheet and cell, remain attached to the observation.
- Evidence stateExtracted, owner-confirmed, reconciled, conflicted, and missing stay distinct.
- Versioned transformationNormalization rule, formula, assumptions, and report version remain inspectable.
Provenance chainSynthetic
- SourceP&L CSV · row 2 · column 4
Immutable file digest and exact coordinate
- ObservationGross receipts · source-extracted
Raw value, normalized value, method, and flags
- ReviewCompared across three source classes
Agreement and conflict remain explicit
- OutputIncluded only under an approved rule
Formula, assumptions, and dependencies are expandable
Terms change the economics
Three mechanics. Equal weight. Disclosed assumptions.
The comparison does not select a winner. It separates payment timing, conditions, and seller exposure so each structure can be understood on its own terms.
Fixed cash-to-seller
A fixed consideration structure focused on what is paid at closing and the assumptions supporting it.
- Cash at close
- Funding assumptions
- Source-linked inputs
Fixed hybrid seller note
Cash at close plus a fixed note, with term, rate, payment timing, and seller exposure shown separately.
- Cash + fixed note
- Payment schedule
- Seller credit exposure
Contingent look-back
Payments tied to an explicit collection formula, period, cap, floor, and acquired-client cohort.
- Formula and period
- Conditions and limits
- Retention exposure
More than a document summary
A readiness package you can return to.
New evidence creates a new explainable version. Earlier reports preserve what was known, what was assumed, and what remained unresolved at the time.
Walk through the synthetic sampleA bridge you can inspect
Revenue, normalized earnings, adjustments, and limitations stay separate and expandable to their sources.
Disagreement stays visible
P&L, tax data, client revenue, and owner answers are compared by period. Nothing is silently reconciled.
Actions with proof of completion
Each 0–12 or 13–24 month action states why it matters, what evidence is needed, and when to reassess.
A report that does not rewrite itself
Every published version preserves its evidence, assumptions, formulas, limitations, and explainable changes.
Private by design
Your assessment is a workspace, not a listing.
Access is tied to the current person, role, case, action, and purpose. Operational telemetry uses technical state—not document text, answers, filenames, or financial values.
Minimum access
Collaborators and reviewers see only the capability and case scope they need.
Truthful retention
Deletion status distinguishes closed access, active stores, and delayed backup expiry.
No sensitive replay
Authenticated financial and document surfaces are excluded from general session replay.
See the complete evidence path
Explore with synthetic records today.
The sample is clearly labeled and uses no customer data. Secure account access will open with the controlled pilot.
Open synthetic sample Secure pilot sign-in · coming soon