Find where your business is losing money, from your bank statements alone

What the report looks for

• Possible duplicate payments, each with the transactions behind it
• Bank fees, charges and interest, added up so you see the total
• Where the money went, by payee, and regular charges that keep going up (three and twelve months)
• Your current cash position and how many months it would cover
• What a three-, six- and twelve-month cash cushion would take

Every statement is checked before it is used

A PDF bank statement states an opening balance, a closing balance and the transactions between them. Big4CFO checks that opening plus money in, minus money out, equals the closing balance before using a single figure. A statement that does not add up is not used — and if we cannot read your documents well enough to stand behind the figures, you are refunded automatically.

Excel and CSV exports are accepted too. They carry no balances to check, so the report says plainly that those figures were read from your spreadsheet and not verified against a balance.

What happens to your statements

PDF statements are read by Claude, an AI model made by Anthropic, to extract the figures; our own software does every calculation. Files are stored encrypted and deleted permanently after 30 days, or straight away if you are refunded.

Which report to choose

• $49 — one month: your cash position, cover and the leak checks
• $99 — three months: where the money went and the charges that keep rising
• $199 — twelve months: charges that crept up over the year, a three-month cash outlook and a 30-day checklist

Every payment carries a 14-day money-back guarantee, no questions asked.