Sherlock. Accounting Health & Error Detective
Spot accounting errors before they become bigger problems.
Trusted by US Accounting Practices
Trained in US GAAP & IRS Compliance
QuickBooks | Xero | Sage Intacct
Manual Reviews Don’t Catch Everything
Accounting errors don’t always show up straight away. Duplicate entries, incorrect account coding, and tax discrepancies can remain hidden in financial records until they affect reports, reconciliations, or client deliverables.
Sherlock reviews your accounting data in the background and flags potential issues early. It helps your CPA team identify discrepancies, investigate unusual entries, and correct errors before they turn into larger problems.
Enterprise-Grade Data Security & Compliance
We protect vendor bank details, tax IDs and payment files with controlled access and documented processes.
Independent Audit Reports
SOC 2 Type II and/or ISO 27001 status and report date.
US Tax and Privacy Alignment
Processes aligned with IRS recordkeeping expectations and applicable data-protection requirements.
Infrastructure Safeguards
Encryption standard, multi-factor authentication, role-based access, logging.
Payment Fraud Controls
Call-back verification of vendor bank-detail changes and dual approval on payment runs.
What Sherlock Reviews Across Your Data
Sherlock acts as an ongoing quality check across your accounting data. It scans transactions, identifies inconsistencies, and flags issues so your team can review and correct them before they affect financial reporting.
Spots Duplicate Invoices and Postings
Sherlock detects duplicate invoices and accounting entries, helping your team avoid double counting, duplicate payments, and inaccurate financial records.
Checks Account Coding Accuracy
Sherlock reviews transaction coding and flags entries that appear incorrectly categorized or inconsistent with the established accounting records.
Identifies Tax Mismatches
Sherlock checks tax codes and tax treatments across transactions, highlighting potential discrepancies that may require review by your accounting team.
Flags Unusual Ledger Balances
Sherlock highlights unusual debit balances in accounts payable and credit balances in accounts receivable, helping your team identify entries that may need investigation.
Detects Incorrect Allocations
Sherlock reviews transaction allocations and flags entries that appear incorrectly assigned, helping maintain accurate account records.
Monitors for Unusual Patterns
Sherlock identifies irregular balances, transaction movements, and unusual patterns that may need attention, helping your team maintain better control over client accounts.
Built for Firms That Need Control
Sherlock is built for CPA firms and accounting practices that need ongoing accuracy and quality control across multiple client accounts, ledgers, and entities.
CPA firms managing accounting and bookkeeping for multiple clients
Practices handling multiple ledgers and business entities
Teams processing high volumes of financial transactions
Bookkeeping teams looking to reduce repetitive manual reviews
Firms preparing client records for audits and compliance reviews
Teams that need cleaner, more reliable financial data
Why Firms Rely on Sherlock for Accuracy
Sherlock helps CPA firms maintain accurate financial records without relying entirely on repeated manual checks. It supports your team by identifying potential errors, improving data quality, and making reviews more focused.
Catches Errors Early
Sherlock identifies potential issues before they affect financial reports or client deliverables. Your team can investigate and correct discrepancies at the right time.
Improves Data Reliability
Sherlock flags inconsistent entries and unusual transactions, helping your team maintain cleaner records and more dependable financial information.
Reduces Time Spent on Reviews
By automating routine data checks, Sherlock reduces the need for repeated manual reviews. Your team can focus on exceptions that require attention.
Minimizes Audit Surprises
Sherlock highlights potential issues in advance, helping your team address discrepancies before preparing records for audits or client reviews.
Supports High Transaction Volumes
Sherlock reviews large volumes of accounting data, helping CPA firms maintain consistent quality checks across complex client accounts.
Strengthens Control Across Accounts
Sherlock provides visibility into potential data quality issues across accounts and ledgers, helping your team maintain better oversight of client records.
Catch Errors Before They Cost You
Stop relying solely on manual checks to find accounting errors. Let Sherlock review your financial data and flag potential issues before they become bigger problems.
Ready to Put
Sherlock
to Work?
Let’s discuss how CorientBS can help you streamline operations, strengthen financial control and achieve better outcomes.