Procedure · at connection and after relevant syncs

Zero-day scan

Checks that your approved source records were copied into Rever completely and accurately, reveals the initial findings, and repeats the checks after relevant syncs. Your connected source records stay unchanged.

Read-only connections · Zero-day scan · 100% coverage · Your team keeps the final say

01When it runs

What starts the work

Eve dispatches the scan when one of these events arrives, checks readiness first, and records why the work was allocated.

  • An approved mapping goes live, a new entity or source module is added, history is backfilled or a mapping change requires a governed rerun.
  • Every relevant journal sync and scheduled source-to-ledger verification, including functional-currency trial-balance checks.

02What it checks

The procedures the scan performs

Every procedure has a stable identifier in the approved SOP, an expected result and required evidence. Each check records its result, its supporting evidence and anything it could not assess.

  1. 01

    Inventories the extracted populations, periods and source control totals, and records inaccessible modules, missing periods and unavailable totals.

  2. 02

    Lands accepted source slices through the connector and mapping workflow, preserving source identifiers and protecting against duplicate delivery.

  3. 03

    Parks rejected, undecided or invalid slices with a reason and an accountable next step. Approval is never inferred to obtain a clean tie-out.

  4. 04

    Compares source and landed journal counts and debit and credit totals by entity, period and account, and identifies partial entries, duplicates, unmapped accounts and timing differences.

  5. 05

    Reconciles the source trial balance to the canonical book and performs functional-currency restatement checks, stating the source, rate, date and attribution basis.

  6. 06

    Launches the approved initial verification and control baseline, attributing each specialist's work to its owner.

  7. 07

    Separates mapping, connector and data-quality failures from accounting differences: the former go to Steward, the latter to the responsible agent through Findings.

  8. 08

    Repeats the tie-out after later syncs and remaps, preserving earlier results and showing whether a condition was resolved, changed or reopened.

  9. 09

    Publishes landed, parked, excluded and unverified populations with a completion summary counted from persisted results.

Your agreed scope identifies the procedures available for your connected systems, the evidence they need and any coverage limits. Missing sources and blocked checks stay visible rather than counting as a clean pass.

03Who it works with

One lead per finding. Named support.

Eve receives coverage and readiness. Steward receives source and landing failures. Matcher receives landed populations for transaction reconciliation.

Mapping questions return to Mapping Studio with evidence and a linked Inbox task. Investigator handles unexplained differences, and Journal owns any approved correction.

Handoffs on this scope

Every handoff carries the question to resolve, the scope and period, the completed procedures and the unresolved differences, under one finding identifier. The receiving agent accepts or declines with a reason.

04What it files

Workbooks you can download. Reports you can read.

Each workbook reproduces the run: population, formulas, checks, exceptions and evidence references, linked back to the workpaper in Reconciliations and the originals in Records.

Downloadable workbooks
  • Source and landed populations
  • Entity, period and account tie-outs
  • Functional-currency bridge
  • Parked and excluded records
  • Initial control coverage and rerun history
Reports
  • Initial scan completion report
  • Recurring tie-out report
  • Data coverage statement
  • Unresolved landing-difference report

05What it raises, what stays with you

Findings for the agent. Decisions for your team.

Findings it raises

A source-to-ledger difference, a missing period or source total, an incomplete landing or an unresolved mapping discrepancy.

Operational failures become linked system findings with a Steward health log. No recovery is inferred from the volume of data landed.

Your Inbox

Inbox requests cover missing data, mapping decisions and investigation. The scan initiates approved work but never decides a mapping, approves an entry or posts a correction.

Thresholds you set

Extraction completeness, timing windows, tie tolerances, retries, staleness and escalation age, configurable by source and duty.

How the result is verified

A landing difference closes only when the corrected source and landed population are re-read and the named difference ties, or finance records a supported disposition. Unavailable source evidence stays explicitly unresolved or limited.

06What good looks like

What a completed result looks like

The observable outcomes the scan has to produce before the duty counts as complete on your books.

  • A rejected mapping parks its records and appears in coverage rather than landing silently.
  • An unchanged resync creates no duplicate journals and no duplicate finding.
  • Each trial-balance difference identifies the source, account, entity, period and reason, or the remaining uncertainty.

Where the scan works

  • Value recovery

    Missed rebates, deductions, duplicates and unbilled activity, found with evidence and tracked until the money lands.

  • Accounts payable

    Every invoice checked against its documents, and every vendor rebate claimed, before a dollar moves.

  • Accounts receivable

    Delivered work billed correctly, every short payment tested, cash reconciled to invoices.

  • Bank reconciliation

    Bank to books, continuously, with differences investigated, open items visible and the workpaper ready in Excel.

  • Balance reconciliation

    Statements agreed line by line, differences explained, confirmations chased until answered.

  • Period close

    Close work that stays ready all month, with accruals prepared, flux explained and blockers visible.

  • Cash forecasting

    A 13-week cash view built from reconciled records, with collections and working capital prioritised by cash effect.

  • Inventory management

    Stock existence, movements, cut-off and valuation agreed to the records, with differences explained.

  • Audit readiness

    Evidence assembled as the work happens, coverage stated, procedures tested, records ready to hand over.

  • Continuous monitoring

    Unusual changes caught early, system health tied to financial impact, controls tested rather than assumed.

Meet Eve and the fifteen agents.
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