Your systems and your contracts, in one place.
Businesses run on the numbers in their systems, and what was actually agreed sits in the contracts behind them. Sercha reads both, so you can report on both.
Book a demoEverything you already have, read the same way.
Documents from SharePoint, records from the systems you run. Sercha reads both into one place and keeps up as they change.
Documents read
Records connected
Joined together
Every figure sourced
These are a few of them. If your records are somewhere else, that is usually a connector we already have.
The same platform, pointed at different problems.
They all have the same problem in different shapes. The documents and the records sit apart, and nobody is checking one against the other.
A property investment manager
Sercha read a data room's leases against the tenancy schedule and found a bank guarantee that did not match.
See how we helped a property investor catch what their team checks by handHarbour St acquisition
Tenancies
14
Against the schedule
2 differ
Open requests
6
| Tenancy | Lease says | Schedule says | Check |
|---|---|---|---|
| Level 2, Suite A | $96,500 | $101,200 | Differs |
| Level 3 | $184,000 | $184,000 | Matches |
| Ground, retail | Guarantee $30,000 | Guarantee $45,000 | Differs |
| Level 4 | $121,400 | $121,400 | Matches |
A wealth advisory practice
An adviser went from a spreadsheet per client to one view across every company in her book, live with her own documents the day we started.
See how we helped an adviser work across a whole book, not one client at a timePortfolio
Companies
41
Statements read
386
Need a look
5
| Company | Reported | Normalised | Status |
|---|---|---|---|
| Dalby Freight | $412,000 | $486,000 | Accepted |
| Kerrisdale Group | $1,240,000 | $1,198,000 | Accepted |
| Lowood Trades | $88,500 | $131,000 | Review |
| Pinnacle Civil | $655,200 | Not stated | Needs a look |
We have not named the firms, and every figure in the screens above is made up.
Harbour St acquisition
Tenancies
14
Against the schedule
2 differ
Open requests
6
| Tenancy | Lease says | Schedule says | Check |
|---|---|---|---|
| Level 2, Suite A | $96,500 | $101,200 | Differs |
| Level 3 | $184,000 | $184,000 | Matches |
| Ground, retail | Guarantee $30,000 | Guarantee $45,000 | Differs |
| Level 4 | $121,400 | $121,400 | Matches |