What Is Inside a Profit Leakage Review
The review reads your actual documents and measures them against your own rules. Here is what it examines, how each finding is valued, and what happens once a case reaches the person who owns it.
From full document coverage to money back in the business
Every order, invoice, bill and stock movement in the period
Sampling finds what happens to be in the sample. We take the complete set of sales, purchase, freight, production and inventory records for the review period, so a small error repeated two hundred times is visible as a pattern rather than as noise.
- The whole period, not a selected set of files.
- Data pulled from the ERP and from live spreadsheets.
- Documents matched to each other before checking.
Your price lists and contracts decide what counts as a gap
The AI does not guess at what an order should have cost. It works from your approved price lists, customer contracts, discount policy, standard costs and freight slabs, so every exception is a real difference from what your own rules required.
- Rates, contracts and policies loaded as the reference.
- Exceptions defined by your business, not a template.
- Rules updated as prices and contracts change.
A recovery list your team can work through
Findings are grouped by type, priced in money, ranked by what is worth chasing, and routed to the person who can act. Each case carries the documents behind it, so the owner verifies before raising an invoice or a claim. Nothing is posted automatically.
- Each finding valued and ranked by recovery.
- Routed to finance, sales or purchase as appropriate.
- Human approval before any action is taken.
Everything the review delivers
Leakage report
Every finding grouped by type and priced, with the total recoverable value for the period.
Case-level evidence
The exact order, invoice, bill or stock entry behind each case, ready to verify.
Recovery worklist
A ranked list assigned to owners, so recovery becomes a task rather than a discussion.
Ongoing detection
The same checks kept running, so a new case surfaces in days instead of at year-end.
Root cause notes
Where the gap started, whether a stale rate, a missing step or a control that is not holding.
Controlled access
Findings visible only to the people who should see cost, margin and customer detail.
See Where Your Margin Is Going
Book a free consultation. We will walk through your documents and rules and scope a profit leakage review for your business.
Book a Free Consultation →