Five evidence streams
- ✓Project list and agreed pricing model
- ✓Invoices, credits, and payment status
- ✓Timesheets or work-log export
- ✓Scopes, quotations, or statements of work
- ✓Direct contractor, software, and vendor costs
Agency Margin Leak Review
Find the margin your dashboards never recorded.
TransferVerity reconstructs the evidence between scope, delivery, invoices, and direct costs—then separates confirmed leakage from estimates and unknowns. No software migration or sales call required.
Designed for founder-led software, AI, no-code, design, and digital agencies.01 Evidence before claims
02 Facts separated from estimates
03 No system passwords
04 Written-only delivery available
Evidence-to-Margin review
Your tools calculate what was recorded. We test what was missed.
The review joins commercial agreements to actual work, billing, and direct delivery costs. Every conclusion retains its source, confidence, limitation, and recommended owner action.
Decision-ready outputs
- ✓Executive margin brief with quantified findings
- ✓Evidence-linked findings register
- ✓Project margin reconstruction
- ✓Contradiction and missing-evidence map
- ✓Practical 30-day leakage control plan
Founding pilot
A narrow review designed to prove usefulness.
Available to the first suitable agencies while the method is being validated.
USD450fixed fee
Up to 10 projects
One legal entity, one currency, and up to three months of records.
Four business days
Timing begins after the complete usable evidence package is received.
Written clarification
One consolidated question round and one written delivery Q&A. No call required.
Clear boundary
Financial visibility without pretending to be an audit.
This is an operational evidence review—not legal, tax, investment, regulated accounting, fraud investigation, or debt-collection advice. Findings depend on the completeness and accuracy of client-supplied records.
- No passwords, bank access, or unrestricted system access
- No promise that a minimum amount will be found or recovered
- No accusations about employees, contractors, or clients
- Personal and client identifiers may be anonymised
Written founding pilot
Start with a data-sufficiency check.
Tell us your agency type, project count, pricing model, and main concern. Do not attach confidential records to the first email.
Request written intake We first confirm whether the available records can support a useful review.