Private data room
Source documents
Sources stay separate from the received quality-of-earnings report. Nothing is uploaded in this review.
General ledger · CSVbayshore-gl.csvExtraction: chart and journal lines. Provenance: customer export. Hash shown after a real upload.Bank · CSVoperating-x4417.csvExtraction: transactions. Running-balance sign is checked. Not a live bank connection.Tax · PDF text layer1120-S-2024.pdfText layer can be read. Uploading a return does not mark an IRS transcript verified.
Unsupportedstatements-scan.pdfScan-only. No text layer. OCR is not available. Key facts as CSV or JSON, or leave them missing.
Missing: IRS transcript for 2025, accountant statements tie-out support, and two customer contracts.
Review proposed facts