Skip to content

Free · No sign-up

Find hidden revenue risk in your client book.

Upload a CSV of your client list. We surface the accounts that may need attention, the revenue exposed, and the signals behind each one — then you can monitor them continuously.

Input
CSV — 1 required column
Time
~ 5 minutes
Output
Revenue exposed + accounts to investigate
Privacy
Processed in memory, never stored

Required: client_name— everything else is optional; missing signals are reported, never guessed

retainer_amountstart_datelast_report_dateportal_logins_30dreport_opens_30dinvoice_payment_days

Runs entirely in your browser — your client list never leaves this page.

How it works

Three steps to your revenue at risk.

A simple CSV in, a sorted list of at-risk clients out. The same scoring math the product runs on retainers daily — without an account.

  1. 01

    Upload your client list

    A simple CSV with one required column — client name — plus up to six optional signals: retainer, start date, last report, logins, report opens, payment speed. Template provided.

  2. 02

    We surface risk and opportunity

    Signals with data contribute to each assessment; signals without data are reported as unassessed — never guessed. The math runs in your browser — no upload, no account.

  3. 03

    See your revenue at risk

    A revenue-at-risk total and a prioritised list of clients who need attention right now. Export, share, act.

Your CSV is processed in memory and never stored · No account required · No credit card