Demo uses synthetic data only — no login, no upload, nothing stored.  ·  Real scans: client-side anonymization before anything leaves your browser.  ·  14 structural checks · Partner Integrity Report on every scan.
Pre-Signature Export Integrity Certification  ·  Built for Busy Season

Sign-off protection
for structured exports.

Before conclusions.

Export errors — sign inversions, entity collisions, QSSS consolidation errors, concealed cancellations — don't break spreadsheets. They survive every review layer. They surface after conclusions are drafted, after partner sign-off, after the memo is written.

90-second scan. 14 structural checks. Delivers a scored Partner Integrity Report your team attaches to workpapers — and a certified export ready to rely on.

▶  Run the Demo — 90 seconds Upload your own export →
How firms evaluate
01
Run the demo — synthetic data, 90 seconds
See what we catch. No login, no file upload, nothing stored. Receive a sample Partner Integrity Report.
02
Upload 5–10 of your own exports — anonymized in your browser
Entity names hashed, PII auto-rejected. Results + scored Partner Integrity Report in 90 seconds.
03
Show the report to your Practice Leader or Risk Management
The Partner Integrity Report is workpaper-ready. Attach it to a real engagement file and let it speak for itself.
—
If we don't catch anything meaningful, walk away.
30-day full refund. Nothing uploaded in the demo. Nothing owed if your exports come back clean.
What your team receives after every scan — click to explore
◆ PDF
Partner Integrity Report
One-page certification. Score, findings, attestation lines. Attaches to workpapers.
◆ PDF
Integrity Scorecard
Score out of 100 across four dimensions. Firm-configurable reliance threshold.
◆ XLSX
Cleaned Export
Structural repairs applied. Values untouched. Hash-chain verified. GoSystem / CCH / ONESOURCE ready.
◆ PDF
Deletion Certificate
SHA-256 tamper-evident proof of in-memory processing and file deletion.
◆ TXT
Workpaper Note
Pre-formatted text. One-click copy into CaseWare, SharePoint, or CCH binder.
◆ PDF
Validation Certificate
Firm-issued Return Integrity Validation Certificate. Countersigned by FinanceOCR. Partner-ready.
Partner Integrity Report
The document a partner attaches to the engagement workpaper file. One page. Designed to be shown to risk management, practice leadership, and general counsel. Documents that due diligence was performed before sign-off.
  • Integrity Score out of 100 with four dimension breakdown
  • All critical findings with row references and estimated fix time
  • Repair ledger with total estimated hours
  • Certification ID and SHA-256 provenance hash
  • Preparer attestation section with signature lines
  • Reliance threshold status — above or below firm threshold
  • Valid 14 days from issuance — re-scan if corrections made
Sample output — Partner Integrity Report
FINANCEOCR · PRE-SIGNATURE EXPORT INTEGRITY CERTIFICATION ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ INTEGRITY SCORE: 74 / 100 ⚠ BELOW THRESHOLD Structural Integrity: 61/100 ████████░░░░░░░ Calculation Integrity: 68/100 ████████░░░░░░░ Jurisdiction Logic: 72/100 █████████░░░░░░ Consolidation: 82/100 ██████████░░░░░ CRITICAL FINDINGS (3) CF-01 Sign Inversion · CA Apportionment · 10 rows If not caught: $2.1M nexus exposure understated CF-05 QSSS Consolidation Sign Error · R13, R52–R54 If not caught: Consolidated apportionment incorrect CF-07 Meta-Error: Concealed Cancellation · $0 net in total If not caught: Survives all balance checks CERTIFICATION ID: CERT-MNC4S4F1-63AA7836 SHA-256: c8a33bc6cae5ff63…3ac0 VALID THROUGH: April 12, 2026 (14 days) PREPARER ATTESTATION Reviewed by: ___________________ Date: __________ Reliance approved: ☐ Yes ☐ No
Integrity Scorecard
Full technical detail for the senior manager and manager review layer. Every finding with detection basis, affected rows, confidence score, estimated fix time, and diff view showing original vs. cleaned values.
  • Return Integrity Score with risk classification (Low / Moderate / Elevated / Significant)
  • Provenance block: filename, SHA-256, scan timestamp, auto-delete date
  • Time analysis: manual review estimate vs. scan time
  • All findings with confidence percentage and detection methodology
  • Repair ledger with Open / Auto-Corrected status per finding
  • Upload ID for workpaper cross-reference
  • Scope and limitations statement for compliance files
Sample output — Integrity Scorecard header
FINANCEOCR · EXPORT INTEGRITY SCORECARD Upload ID: 63de5c56-92d6-4737-83f7-59c06082d3f1 RETURN INTEGRITY SCORE: 74/100 (ELEVATED) ⚠ BELOW THRESHOLD — PARTNER REVIEW REQUIRED PROVENANCE File: nightmare_export_Q4_2024.xlsx Doc Type: Tax Provision / Apportionment Export Scanned: 03/29/2026, 12:07:07 PT Auto-delete: 03/31/2026, 12:07:07 PT SHA-256: c8a33bc6cae5ff63d634dc…3ac0 TIME ANALYSIS Manual review estimate: 23+ hours This scan: < 90 seconds Rows scanned: 151 Avg. confidence: 96% FINDINGS: 5 HIGH PRIORITY · 4 FLAGGED · 1 AUTO-CORRECTED
Cleaned Export
The same file you uploaded, with structural repairs applied and problem rows flagged for review. No numeric values are ever modified. Every change is documented in the Repair Log tab.
  • Entity name variants normalized to canonical form via frequency analysis
  • State labels standardized to USPS 2-letter codes
  • Hidden whitespace and control characters removed (TRIM + CLEAN applied)
  • Sign inversions flagged in dedicated column — not auto-corrected
  • QSSS flags added as separate column — methodology decision left to partner
  • Original values preserved in companion columns (Entity_Original, State_Original)
  • Repair Log tab: every change documented with before/after and SHA-256 row hash
  • Compatible with GoSystem, ONESOURCE, CCH Axcess, Corptax
Sample — Repair Log tab (cleaned export)
Row Field Before After Status ──── ─────────────── ──────────────────── ───────────────── ────────────── R2 Entity_Name "ABC Mfg Corp." "ABC Mfg Co." AUTO-CORRECTED R4 Entity_Name "ABC Mfg Company" "ABC Mfg Co." AUTO-CORRECTED R6 Entity_Name "ABC Mfg Co. " "ABC Mfg Co." AUTO-CORRECTED R9 State "New York" "NY" AUTO-CORRECTED R13 Apport_Factor -0.3420 [FLAGGED] NEEDS REVIEW R22 Apport_Factor -0.0187 [FLAGGED] NEEDS REVIEW R52 QSSS_Flag — QSSS_REVIEW FLAG ADDED Values: No numeric values modified. All originals traceable.
Deletion Certificate
A timestamped PDF confirming the uploaded file was processed in-memory and scheduled for deletion. Workpaper attachment for compliance files and client binders. Satisfies data handling documentation requirements for most firm risk management policies.
  • Certificate ID and Upload ID for cross-reference
  • SHA-256 hash of original file (provenance fingerprint only — no content)
  • Scheduled deletion timestamp — maximum 48 hours post-scan
  • Data retention statement: what was retained, what was not
  • Confirms PII auto-rejection at ingestion
  • Generated automatically on every scan — no request required
  • Outputs (scorecard, cleaned export) auto-deleted 14 days post-scan
Sample — Deletion Certificate
FINANCEOCR · CERTIFICATE OF DATA PROCESSING Input File Deletion Record ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ CERTIFICATE ID CERT-MNC4S4F1-63AA7836 UPLOAD ID 63de5c56-92d6-4737-83f7-59c06082d3f1 SHA-256 c8a33bc6cae5ff63d634dc1cdf1fe009…3ac0 ROWS SCANNED 151 SCAN VERDICT CONDITIONAL SCANNED AT 03/29/2026, 12:07:07 PT SCHEDULED DELETE 03/31/2026, 12:07:08 PT DATA RETENTION Input file: NOT RETAINED — deleted within 48h Row-level data: NOT RETAINED PII fields: NOT RETAINED — rejected at ingestion Scan outputs: AUTO-DELETED 14 days post-scan SHA-256 hash: RETAINED — provenance fingerprint only
Workpaper Note
Pre-formatted text block that pastes directly into CaseWare, SharePoint, CCH Axcess engagement binders, or any workpaper index. Documents what the scan found, what was corrected, and what requires partner review — in language that satisfies engagement documentation standards.
  • Upload ID and SHA-256 hash for tamper-evident cross-reference
  • Vendor fingerprint — confirms which export system was detected
  • Resolved items listed with correction method
  • Flagged items listed with disposition required before reliance
  • CA advisory language included where applicable
  • Scope statement: structural screening only, no tax advice
  • One-click copy to clipboard — no reformatting needed
Sample — Workpaper Note (copy-paste ready)
Export integrity check performed. Upload ID: 63de5c56… SHA-256: c8a33bc6cae5ff63… Vendor: CCH Axcess. No PII detected or retained. RESOLVED: CF-02 Entity Naming Collision — canonical name applied per frequency analysis. CF-03 State Label Normalization — standardized to USPS 2-letter codes. CRITICAL — FLAGGED (partner review required before reliance): CF-01 Sign Flip · 3 rows · values preserved. CF-05 QSSS Consolidation Sign Error · CRITICAL · do not auto-correct · requires QSSS vs C-Corp designation. CF-07 Meta-Error: Concealed Cancellation · error mathematically invisible in grand total. CA advisory: water's-edge and throwback rule apply — verify sign correction before computing CA nexus. Structural screening only — no tax advice provided. Reviewed by: _____________ Date: _____________
Return Integrity Validation Certificate
A formal, firm-addressed certificate confirming that the return export passed FinanceOCR's 14-point structural integrity scan prior to partner reliance. Issued by FinanceOCR and countersigned digitally. Designed for client binders, engagement files, and firm risk management documentation — the credentialed record that due diligence was performed.
  • Firm name, engagement name, and tax period on the face of the certificate
  • Return Integrity Score and pass/conditional/fail verdict
  • FinanceOCR countersignature and Certificate ID for independent verification
  • SHA-256 provenance hash of the scanned file
  • Scan timestamp and certificate validity window (14 days from issuance)
  • 14-check attestation table — each check listed with result status
  • Scope statement: structural integrity only — professional judgment remains with the firm
  • Suitable for attachment to Form 8879, engagement binders, or client deliverable packages
Sample — Return Integrity Validation Certificate
FINANCEOCR · RETURN INTEGRITY VALIDATION CERTIFICATE ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ISSUED TO: [Firm Name] — Tax Partners ENGAGEMENT: [Client Entity] · FY2024 State Apportionment TAX PERIOD: January 1 – December 31, 2024 CERTIFICATE ID: RIVC-MNC4S4F1-63AA7836 SHA-256: c8a33bc6cae5ff63d634dc…3ac0 SCAN COMPLETED: 03/29/2026, 12:07:07 PT VALID THROUGH: April 12, 2026 (14 days) RETURN INTEGRITY SCORE: 91 / 100 ✓ ABOVE THRESHOLD VERDICT: CONDITIONALLY VALIDATED — reliance permitted subject to partner review of flagged items 14-CHECK ATTESTATION CF-01 Sign Consistency PASS CF-02 Period-End Alignment PASS CF-03 Jurisdiction Validation PASS CF-04 Currency Format PASS CF-05 QSSS Collision FLAGGED — review req. CF-06 Whitespace / Control Chars AUTO-CORRECTED CF-07 Concealed Cancellation PASS ... (14 checks total) Issued by FinanceOCR (Sifa Tech LLC) Countersignature: [Digital — Certificate ID verifiable] Structural integrity screening only. Professional judgment on all findings remains with the firm.
Return Integrity Score

A score your firm
can attach to a workpaper.

Every scan returns an Integrity Score out of 100 across four dimensions: Structural Integrity, Calculation Integrity, Jurisdiction Logic, and Consolidation Integrity. The firm sets the reliance threshold. A score below that threshold generates a Partner Integrity Report — a one-page certification that documents due diligence before sign-off.

Partners can tell risk management: "Integrity scan score was 91 before sign-off." That's defensible documentation that did not exist before.

Default reliance threshold: 90/100  ·  Configurable per firm  ·  Attaches to Form 8879 or engagement binders

Partner Integrity Report
74
/ 100
⚠ BELOW THRESHOLD — REVIEW REQUIRED
5 critical · 4 flagged · 1 auto-corrected
STRUCTURAL61/100
CALCULATION68/100
JURISDICTION72/100
CONSOLIDATION82/100
CERT-MNC4S4F1-63AA7836  ·  SHA-256: c8a33bc6…  ·  Valid 14 days
14 structural integrity checks — click any to expand 94–99% confidence per finding · software-specific detection profiles built in
CF-01
Sign Inversion
Critical
CF-02
Fiscal Period Misalignment
Critical
CF-03
Invalid State / Jurisdiction Codes
Critical
CF-04
Currency Format Inconsistency
Critical
CF-05
QSSS / C-Corp Consolidation Sign Error
Critical
CF-06
Hidden Whitespace / Control Characters
Flagged
CF-07
Meta-Error: Concealed Cancellation
Critical — Invisible in Totals
CF-08
IC Elimination with State Attribution
Flagged
CF-09
NOL Classification Risk — TCJA Vintage
Flagged
CF-10
Date Format Heterogeneity
Flagged
CF-11
Column Shift Corruption
Critical
CF-12
Duplicate Ledger Injection
Critical
CF-13
Entity Mapping Collision
Critical
CF-14
Apportionment Factor Completeness
Critical
What it detects
If not caught
Consequence
Detection method
Four failure types. Three software stacks. All invisible to standard review. Synthetic data demos · same scanner, same output
Sign Flip  ·  High Priority
CCH Axcess  ·  SALT / Nexus Review

The spreadsheet tied. The conclusion didn't.

A CA apportionment factor exported as -0.342 instead of +0.342. CCH's export convention for certain factor types — not a formula error. Every column summed correctly.

$2.1M
CA nexus exposure understated

Found 20 minutes before partner sign-off. 8-hour rework, memo reconstruction after conclusions were already drafted.

See this demo →
Entity Collision  ·  High Priority
Thomson Reuters  ·  Multi-Entity Rollup

The rollup footed. The entities didn't.

Four name variants of the same client — "ABC Mfg Co.", "ABC Mfg Corp.", "ABC Mfg Company", "ABC Mfg Co. " (trailing space) — treated as four distinct entities. Grand total footed.

$2.8M
Revenue split across 4 apparent entities

Nexus thresholds evaluated against one quarter of actual base. Partner-signed memo materially incorrect. Discovered during client meeting.

See this demo →
Silent Rot  ·  Recurring
ONESOURCE  ·  Provision / ASC 740

The pivot table broke. Nobody knew why.

Mixed state labels from ONESOURCE's export engine: "NY" / "New York" / "N.Y." / " NY" (leading space). Each treated as a different jurisdiction. Totals split invisibly.

3–4 hrs
Per engagement, every quarter, recurring

Senior traced a pivot discrepancy for 3 hours before finding a leading space — invisible in cell display.

See this demo →
Meta-Error  ·  Critical
CCH Axcess  ·  QSSS Consolidation

The error cancelled itself. Totals still footed.

TechCorp LLC appears twice for CA with factors +0.412 and -0.412 — opposite signs, same Entity_ID. They cancel in the grand total. Every balance check passes.

Invisible
Survives cross-footer, rollup, and partner review

Only detectable via entity-level sign consistency analysis. CF-07 is the only check that catches it.

See this demo →
Vendor Intelligence — software-specific detection profiles Built into every scan automatically
CCH Axcess / ProSystem fx
QSSS sign convention detection
CCH writes QSSS subsidiaries with inverted apportionment signs when consolidation method differs between parent and subsidiary entity settings. Scanner fingerprints the export and applies CCH-specific sign validation rules.
Thomson Reuters ONESOURCE
Module-level label inconsistency
ONESOURCE writes state labels differently depending on which module generated the row. Provision and Compliance modules produce inconsistent formats in the same file. Scanner detects cross-module label drift automatically.
Thomson Reuters GoSystem
Entity name truncation at 28 chars
GoSystem truncates entity names at 28 characters during export. Entities with similar names collide post-truncation. Scanner cross-references truncated names against Entity_ID to catch false merges.
Corptax / Excel-based exports
Scientific notation in large fields
Excel auto-converts large revenue figures to scientific notation on export. Scanner detects notation-converted numeric fields before they corrupt downstream SUM() formulas.
◆ CLIENT-SIDE
Raw data never leaves your browser
Entity names hashed, dollar amounts masked, PII auto-rejected before upload. You preview what gets sent.
◆ $1,000
Find exposed client data. We pay $1,000.
Open DevTools during any upload. If you find raw entity names or SSNs reaching our servers, we pay $1,000 within 48 hours. Send to hello@financeocr.com.
◆ ZERO RETENTION
Auto-delete in 48 hrs. Delete now if you prefer.
One-Way NDA pre-signed. $3M combined E&O + Cyber liability. Firm named as additional insured. IT security packet on request.
◆ SCOPE
Structural screening only. Your judgment stays yours.
Entity labels harmonized for comparison only — elections, attributes, and numeric values are never inferred or altered. No tax advice, nexus determinations, or filing recommendations provided.
Caught 47 entity collisions our internal QC missed — prevented 3 memo rebuilds in Q4 alone.
SALT Practice Lead
Regional Midwest Firm  ·  ~85 professionals
Flagged a sign-flip on an $8M CA base 20 minutes before partner review. The Partner Integrity Report attached to the workpaper file made the conversation with risk management straightforward.
Senior Manager
Mid-Market National Group
14
Structural checks
per scan
500+
Exports processed
monthly
94–99%
Confidence per
finding
90s
Scan time
per export
74%
Files score below
90 on first scan
No login  ·  No file upload  ·  Nothing stored

See the score on
your exports.

Run the demo in 90 seconds — synthetic data, real findings, sample Partner Integrity Report included. Then upload your own exports and see what we actually catch.

▶  Run the Demo Upload your own export →
Questions first:  Book 15 min with Emmanuel  ·  hello@financeocr.com  ·  (916) 477-8427