Exception queue
Ranked findings with materiality tags, owner, and due date — exportable into the board memo format taught in Module 7.
Platform
Financial auditing app for real estate portfolio audits
Training teaches judgment. The platform holds the trail — exception queues, lease schedule diffs, and attachments that stay next to the finding.
What the desk sees
Upload a rent roll and a lease schedule extract. The app surfaces unit mismatches, free-rent windows that never hit cash, and escalation clauses missing from the income forecast. Analysts attach source PDFs to each exception before the item can be marked resolved.
Nothing here replaces your general ledger or PMS. It sits between exports and the memo your IC will read.
Workflow
Three surfaces your cohort practices on
Lease compare
Side-by-side fields for rent, escalations, options, and kick-outs against the income schedule line.
Evidence drawer
Versioned attachments so a reviewer never hunts a shared-drive folder named “final_v7_really.”
How training and software meet
Ledger Cohort includes a guided walkthrough. Production use for ongoing portfolios is scoped separately after you finish the fundamentals path — we will not upsell mid-module.