The marital balance sheet, drafted from the case file.
Every figure cited.

Drafted from the record, not from scratch

Your statements, deeds, loan documents, and policies are already classified, extracted, and organized in the case inventory. Open the ED tab and the worksheet drafts itself from that record: nine sections, Cash in Banks through Liabilities / Debts / Credit Cards, one row per account, property, vehicle, policy, and business interest — discovered from the documents themselves, not typed in by hand.

The structure comes from the documents too. Multi-account statements fan out into one row per account. Business entities appear as header rows with their bank accounts indented beneath them. Mortgages sit under their properties; loans sit under their retirement accounts.

The draft builds on the same pipeline that produces the inventory — classified documents, extracted fields, deduplicated accounts. See how it works.

Every figure traces to its source page

Every machine-filled value carries a citation: the document, its Bates number, the page, and the exact extracted field it came from. In the review screen, the citation is a click-to-source link that opens the underlying document. In the Excel export, it backs the REF column.

Not a black box — every balance, every date, every figure links back to the exact source page it came from. If a number can't be traced, it doesn't go in the worksheet. You can audit the draft the way you'd audit a junior analyst's work — except this one shows its work on every line.

Flagged, not guessed

When a value can't be cleanly sourced, the system never substitutes a guess. No statement covers the filing date? Flagged. Covering statement too stale? Flagged. No document provides a value at all — a vehicle that needs a market lookup, a business that needs a valuation? Flagged, on purpose. Title unknown? Flagged. Every flagged row is held out of the totals until you resolve it. That gate is enforced in the math, not just the interface: a flagged row cannot move the settlement numbers.

Each flag opens a review card with three things. Why: the specific reason, like "No statement covers 04/02/2026 — nearest ends 12/31/2025." Where: a link to the evidence document. What to do: plain-language guidance on what to request or enter. Some rows will always need you — vehicle values, business valuations — and the worksheet doesn't pretend otherwise; it holds the row open and tells you what it needs. Values you enter by hand are labeled as manual, with a note field. They are never dressed up as document-sourced.

Exports into the Excel template you already use

The export is a real .xlsx written into the forensic accountant's ED template — same sections, same columns, REF numbering on countable rows, per-party allocation formulas, live section subtotals, and the TOTAL NET ASSETS and TO EQUALIZE PARTIES footer. Liabilities carry their sign.

Until every flag is resolved, the export is stamped DRAFT with the case caption. Nothing leaves the system looking more finished than it is.

Working the analysis side? See Ordernize for forensic accountants.