RecurSave reviews submitted QuickBooks Online exports for evidence-supported recoverable value, and for leakage patterns that may need context. Recoverable value is assigned only when the submitted records directly support it.
Two kinds of findings
Every engagement uses the same category structure. Primary review categories can carry assigned recoverable value. Observational categories are noted for context and do not receive assigned recoverable value unless the submitted records directly support it.
RecurSave identifies only what the evidence directly supports. You decide what to do next. The review process and optional Findings Report fee are separate from this category structure.
Primary review categories
These categories are reviewed in every engagement. Only evidence-supported amounts appear in the free Findings Summary and the optional paid Findings Report. The 10% Report fee applies to estimated recoverable value identified in these categories.
Duplicate or erroneous payment signals
Where vendor-payment records suggest a payment may have been duplicated or made in error. Matching names, dates, amounts, or reference text are indicators requiring verification. They do not, on their own, prove duplication, error, or that money is recoverable. Value is assigned only when the submitted records directly support a recoverable amount.
Clean receivables recovery
Where the submitted records show money owed to the business may still be recoverable. Aged unpaid invoices are a starting point for verification, not proof that the balance is still owed or collectable.
Missed billing indicators
Where the submitted records suggest an invoice or billable amount may be missing. Unbilled time, expenses, or accepted estimates that were never invoiced can be indicators. They are valued only when the records directly support the amount.
Observational categories
These categories are noted for context only. They do not receive assigned recoverable value unless the submitted records directly support it, and they do not generate an additional fee.
Pricing drift
Where pricing appears to have moved away from current costs or service delivery reality.
Recurring cost mismatch
Where recurring charges may no longer align with current business use or need.
Margin visibility signals
Where the records suggest certain work, clients, or service lines may be weakening margin visibility.
What RecurSave does not treat as a finding
RecurSave does not recover money, manage collections, or implement changes in your accounting system. It does not provide accounting, tax, audit, legal, or financial advice. A finding is a records-based observation with supporting evidence, not a guarantee of recovery.
Practical QuickBooks questions that owners often check themselves are covered in Guides. How files are uploaded and stored is explained in Security and the data handling page.