Review finance documents for variances, cash and close decisions
PugID analyses Finance & Accounting documents kept in Google Drive or SharePoint. A team member selects a finance-specific question. PugID finds the relevant files and returns a structured result extracted from those documents. The finance team can then compare the result against source files and governed finance systems before relying on it for a close, forecast, cash-flow or management review.
Bring finance evidence together in a single review
A finance review may rely on trial-balance extracts, close checklists, budget packs, forecasts, AR and AP aging, revenue schedules, control evidence and meeting notes. When these documents are scattered across different folders, the team must first pinpoint the current period, entity, currency and approved version.
PugID operates at the document layer. It uses a chosen Finance & Accounting question to locate relevant content within connected Google Drive or SharePoint folders and produce a structured result. It is not a replacement for the ERP, general ledger, consolidation, treasury, FP&A, payroll, tax, audit or live business-intelligence systems. Approved balances, postings, forecasts and financial statements stay within governed systems.
Select the finance question you need for your review
The supplied catalogue contains focused questions covering performance, working capital, close and controls.
Move from folders to a review-ready result
Connect approved folders.
Link the Google Drive or SharePoint locations containing the documents relevant to the finance review.
Choose one Finance & Accounting question.
Select the prompt matching the period, entity and review task.
Examine the structured result.
Compare it against source documents and governed balances, resolve conflicts and secure the required approval prior to use.
Assess review quality, not a promised financial return
A controlled trial can measure retrieval steps, time required to assemble a review pack, discrepancies surfaced, actions assigned and reviewer acceptance. Log the document set, period, entity, currency, accounting basis, reviewer and acceptance criteria prior to testing. Do not convert an estimated saving into a product guarantee.
A variance can look small in one report and carry a different weight once entity, currency and period are aligned. If two files conflict, investigate the source and approval status rather than averaging the numbers. A clean summary is useful only when the ledger beneath it stays visible.
Keep controls, access and data handling within scope
PugID states that connections are encrypted, credentials are not stored, and documents and results are not kept permanently. It also states that temporary analysis data is removed automatically after eight hours.
Before connecting payroll, tax, bank, customer, supplier or audit material, verify folder permissions, contractual terms, processing details and internal policies. Use approved, minimised test data. Treat results as review material, rather than as journal entries, approvals, audit opinions, tax or legal advice, or final financial statements.