KAMKam Automated Metrics

Your books should explain themselves.

Know whether your books are reliable — and what to fix next.

Upload a trial balance. KAM reviews the books for structural issues, traces every finding to evidence, and produces clear next steps for the owner and the accounting team.

No bank credentials required · Synthetic demo available · Software review, not professional advice

findings 24

proposed entries 5 · all balanced

checks passed 13

rules v2026.08

periods reviewed 12

source: Bluegrove synthetic demo — real engine output

Not a dashboard. A review you can inspect.

R-05 v2026.08 · high confidence · exception

Card payment of $4,850.00 was coded to expense — expenses are double-counted

The August card payment was recorded as Miscellaneous Expense. Card charges are expensed when incurred, so this double-counts $4,850.00 of expense and leaves the card balance $4,850.00 too high. Profit is understated by the same amount.

What to decide

Reclassify the payment to the card liability; the card account will then reconcile.

Real engine output — not marketing screenshots. Synthetic demonstration books.

Every KAM finding carries its rule and version, its confidence, the exact source transactions behind it, and — where the evidence supports one — a balanced correcting entry awaiting qualified review. Nothing ships without evidence.

Same books. Two useful ways forward.

One evidence set resolving into detailed workpapers and a clear owner briefing.

For the accounting team

Traceable findings, evidence, and proposed entries the accounting team can work through — investigation steps where evidence is insufficient, never guesses.

For the owner

A concise briefing on reliability, risk, and the decisions that need attention — margins, cash, runway with the method shown, and a 90-day plan.

Source to action, in five steps.

Ledger papers with an exception tab and verified evidence marker.
  1. 01

    Upload

    The trial balance and supporting files — prior periods included, because trends need history. QuickBooks Online and Xero exports are recognized as-is.

  2. 02

    Normalize

    Accounts map to a standard taxonomy; structure and tie-outs are validated before anything else.

  3. 03

    Review

    Versioned deterministic rules run across integrity, accounts, ledger, reconciliation, and entity awareness.

  4. 04

    Trace & propose

    Every finding links to source evidence. Where evidence supports it, a balanced correction is proposed.

  5. 05

    Deliver

    An owner briefing and a bookkeeper workpaper — same books, two useful ways forward.

Meet KAM in 20 seconds

AI-generated virtual representation of Kam Karamshahi. Product methodology and claims are reviewed by Kam. Captions and transcript are being finalized.

Financial-review judgment, encoded with evidence.

Kam Karamshahi, CPA — founder of RISE Consulting Group — spent his career reviewing the books of operating businesses. KAM encodes that review sequence so every business gets a consistent, inspectable first pass: trust the numbers, find what's wrong, decide what happens next. Reports are produced by software; the methodology and product claims are reviewed by Kam.

When a human should step in: book a prepaid one-hour advisory session with Kam Karamshahi, CPA — a separately contracted RISE Consulting Group engagement, paid at booking. Book a session — human services are never included in a KAM subscription.

Financial evidence passing through a bounded, traceable review process.

Sensitive files, handled like it.

  • No bank usernames or passwords — statements and exports only
  • Private, organization-isolated storage with row-level security; encrypted in transit and at rest
  • Current controls stated plainly; SOC 2 is a roadmap item, not a claim

Three plans. Explicit limits.

Available now — free pilot accounts, no card, full diagnostic.

Planned at launch — billing, final plan limits, money-back guarantee.

Essentials

$49.99/mo at launch

The monthly check-up. Statements and trial balance reviewed, core errors caught, one clear report.

Full plan details

Controller

$149.99/mo at launch

The full review. Connect QuickBooks Online directly — every transaction analyzed, bank and card activity reviewed, entries ready to import.

Full plan details

CFO Advisor

Recommended

List price $299 per month, currently $199.99/mo at launch

The full CFO experience. Scenarios, custom KPIs, board summaries, and source-grounded Ask KAM.

Full plan details

See what KAM finds in your books.