Client decision summary
Profit, cash, receivables, payables, VAT and period close are broken down into a one-page executive-level language.
Is the source of the report you hand your client clear?
IconVio turns trial balance, subledger, income/expense and period-summary data into a client decision report with a visible source trail, for CPA (SMMM/YMM) and financial advisory teams.
Source and approval trace
Each report line retains which file, which match and which control result it came from.
Portfolio discipline
The same decision-report language is kept across different clients; missing data and low-confidence signals are stated explicitly.
What this scope is backed by
This page's product basis is the IV-INPRO decision-report language, IV-FINANCE accounting data intake and the report readiness gate. It is positioned as a report production and verification layer, not the sale of accounting services.
- Intake of trial balance, subledger and period data
- Preservation of source, matching, control and output trace
- A one-page decision-report approach
- Missing-document and low-confidence warnings
Boundary
IconVio is not a CPA/statutory-auditor service, tax advisory, or an independent audit opinion. Professional interpretation and the final decision rest with the authorized expert.
The system makes visible the source and control status of data that will be handed to the client.