Document audits
Extract review findings from supported business documents without silently changing company records.
What this tab is for
Document audits reviews supported RateCon, business-bank export, and bill documents for structured findings. The raw audit upload is discarded after processing while limited findings and a checksum remain.
How to use it
- 1
Choose the supported document type and upload only the business document needed for the review.
- 2
Read the scope and privacy notice before submitting.
- 3
Open the audit result and compare every extracted figure or finding with the source document.
- 4
Investigate discrepancies in the appropriate load, payment, receivable, or external accounting record.
- 5
Delete an audit result when it is no longer needed under the company's retention policy.
What to understand
- No silent changes
- An audit finding never posts a load, payment, journal entry, or accounting correction.
- Limited retention
- CarrierOS retains structured findings, filename, checksum, and metadata rather than the raw audit upload.
- Sensitive data
- Do not upload documents containing SSNs, full account numbers, credentials, tax IDs, or identity images.
Good operating habits
- Redact unnecessary sensitive fields before uploading.
- Use a qualified accountant for general-ledger reconciliation and financial-statement conclusions.