A working document pipeline

See the evidence, not a staged result.

Upload three de-identified CSV exports. The server reads their bytes, traces each value to its row and column, and reconciles revenue across the sources. Nothing on this page is a valuation or a client report.

Step 1

Provide the source files

De-identified CSV only

De-identified data boundary

This public lab reads the three CSV files you provide and keeps nothing. Do not upload customer names, SSNs, tax identifiers, bank data, or real client files. It is not the secure seller portal.

Start from the sample templates

Download a template to see the expected columns, or upload your own CSV files.

Download pnl-3y.csvProfit & loss · three years
Download tax-return-summary.csvBusiness tax-return summary · three years
Download client-list.csvDe-identified client revenue list

P&L · three yearsTemplate shape or another matching de-identified CSVBusiness tax summary · three yearsTemplate shape or another matching de-identified CSVDe-identified client revenue listTemplate shape or another matching de-identified CSV

Self-reported revenue (optional)Add your own figure to see it reconciled against the uploaded documentsI confirm these files are de-identified and contain no customer-identifying data.