22 July 2026 · 1 min read
When bank statements and management accounts tell different stories
Different totals do not automatically mean one record is wrong. The first task is to identify what each record measures.
Guides from the record room
The record room
Practical notes on reconciling SME funding application records, explaining assumptions and preparing evidence for inspection.
10 June 2026 · 1 min read
Five forecast assumptions a funding file should state plainly
A cash-flow forecast becomes inspectable when its volumes, timing and financing assumptions can be traced.
3 May 2026 · 1 min read
How to prepare a document index before an application review
A simple index saves inspection time and exposes missing periods before confidential records are transferred.