Solutions / Financial records & risk
The numbers say one thing.
The emails say another.
CloseVector implements a private AI search and investigation system for your team, configured around the financial records and questions you need to examine.
Before your name goes behind the conclusion
Find the explanation before you sign off on the number.
Follow the discrepancy through statements, reports and correspondence, so the next question is about the actual gap rather than another broad search.
You can explain what the records support and what remains unresolved.
CloseVector links each figure to the records behind it. Calculations get explicit checks; the judgment stays with your reviewers.
At the next review, you show that the arithmetic checks out, name the missing support and ask for the invoice before signing off.
Which discrepancy needs a closer look?
Discuss Your ProjectFollow a specific question
A figure is the beginning of the review.
Use private search to find the records around a number, then examine the explanation against them.
A balance that moved.
Compare period reports, supporting schedules and dated instructions. Check entity, currency, units and version before interpreting a difference.
Illustrative review questions
A narrative that changed.
Read the correspondence beside the supporting record. Identify missing attachments, unexplained changes and the next question a reviewer should ask.
Useful outputs
A review you can
follow back.
Agree on the outputs that make the review useful: source-linked discrepancy notes, a period-by-period chronology, and a clear account of missing records or unresolved explanations.
Arithmetic stays arithmetic.
Totals, units, periods and reconciliation rules need explicit checks. A plausible narrative does not validate a calculation.
Interpretation stays reviewable.
Your financial, risk and investigation professionals judge the significance. The system organizes the evidence; it does not certify accounts or predict returns.
Test the source-review approach on representative reports and correspondence, including the evidence behind adjustments.
Inspect how findings connect to sourcesSee how the work is evaluatedA bounded starting point
Make the next review easier to repeat.
Start with a report family, period or investigation question. Agree on the source records, calculation checks, access boundaries and representative acceptance cases.
CloseVector configures and extends the existing platform, documents the workflow, and defines support for continuing use.
How we workWhat your team gets
- A source-linked review of what supports the reported figure, what contradicts it, what’s missing and what to ask for next.
- The system, installed on hardware you own, with training and support.