See what's leaking. Free.
Connect your bank, see your leaks, then book a call. We walk you through every dollar — and what it takes to recover it — together.
Step 1
Free diagnostic
See where money is leaving.
$0
No card. No commitment.
- ✓ Connect your bank in 2 minutes
- ✓ Total annual leaks revealed
- ✓ Categories + a few examples
- — Vendor specifics (locked)
- — Recovery work (locked)
Step 2
Book the call
A specialist walks you through every leak we found.
30 min
Free. No pressure. Bring questions.
- ✓ Vendor-by-vendor walkthrough of every leak
- ✓ Recovery plan for each one
- ✓ Realistic recovery total in dollars
- ✓ If we proceed, the path forward is laid out together
Connect your bank first. The call comes after you see your leaks.
How it works
Three steps from free diagnostic to recovered dollars.
01
Connect & see
Plaid connects your bank in 2 minutes. The diagnostic shows your annual leak total, the categories, and a few unblurred examples. $0.
02
Book the call
A recovery specialist walks you through every leak — vendor, amount, recovery plan. 30 minutes. Still free.
03
Decide together
If the leaks are worth recovering, we walk you through what working with us looks like — pricing, timeline, who does what. You decide on the call.
Security & compliance
3× refund commitment
If we don't find 3× your engagement fee in recoveries within 90 days, you get the fee back.
This is the risk-reversal that earns the engagement fee. Our specialist spends real time setting up your recovery work — drafting documentation, coordinating with your CPA, shepherding each finding to confirmed dollars. The commitment ensures you're not paying for time without value: at day 90, if confirmed or identified recoveries don't reach 3× your engagement fee, we refund it in full.
Two conditions: your bank connection stays live for 90 days, and at least one finding isn't dismissed.
Read the full refund policy →Want to see your exact recovery potential?
Our ROI calculator estimates how much you could recover based on your revenue and industry.