Reports on Standard and Pro, records on Pro

An audit trail anyone can check.

Keep every decision your software makes as a searchable record, and hand auditors reports they can check are genuine for themselves, without taking your word for it.

Tidewell Mutual

Monthly health report, October 2026

2,914

runs

97.6%

completed

3

changes

Failures by cause

  • Declined by policy52
  • Credit bureau timed out14
  • Sanctions screen unavailable4
R-2610-7KQ2MD
SHA-256 9c1f 4e2a b7d0 … 3e81 e07a
Fingerprinted
anyone can check it hasn’t been changed

Every decision, kept as one row.

A record set picks out the values that matter from each decision, like who, how much, what was decided and why. One row per decision, or one per item in it, such as each plan a comparison priced.

  • Columns you pick from a real trace

    Click a value in any trace, like the amount or the reason, and it becomes a column. Up to 40 of them.

  • Kept after the trace is gone

    Choose how long, from 30 days to 25 months. A trace holds everything, so it expires sooner; the row stays.

  • Search, filter and export

    Find one application or every decline in March, and export it as a CSV anyone can verify.

  • Shared with clients, field by field

    Their records appear in their portal, with only the columns you allow.

Credit decisions

8,412 records, kept 25 months

ApplicationAmountDecision
APP-554559$20,500Declined
APP-731204$12,000Approved
APP-208817$34,500Referred
APP-660093$8,000Approved
APP-118452$6,500Declined
APP-947310$41,000Approved
the trace expires, the row stays

Reports for any period.

Turn last week, last month or any dates you choose into a short PDF: how many decisions, what went wrong, what changed. For your team, or issued to a client in their portal.

  • Four templates to start from

    A monthly health report, an exceptions log, an activity log and a weekly team digest. Change what’s in them, or build your own.

  • On demand or on a schedule

    Make one for any period whenever you need it, or have it made and emailed every week or month. Scheduled on Pro

  • Never changed once made

    Regenerating makes a new report beside the old one. Kept up to a year on Standard, up to 7 years or indefinitely on Pro.

  • Issued to your clients

    Make a report for one client and it appears in their portal. Scheduled reports are emailed to their portal members too. Scheduled on Pro

Proof that doesn’t rely on trust.

Every report and export is fingerprinted when it’s made. Anyone holding a copy can drop it on Recount’s public verify page to check it’s the exact file that was issued, unchanged, and see who issued it and when. It keeps working after a report is deleted or expires.

Drop a report or its file here

Checked in your browser and never uploaded.

Genuine

This is the exact file Recount issued, unchanged.

Report
R-2610-7KQ2MD
Period
1 Oct - 31 Oct 2026
Issued by
Your company
Generated
1 Nov 2026, 6:00 am
no account needed to check

Questions, answered.

What is a record set?

A record set keeps the few values that matter from every decision - such as the customer, the amount, the outcome and the reason - as one searchable row. You pick the columns by clicking values in a real trace. Records outlast the traces they came from, for up to 25 months, so you can still find, filter and export any decision long after its full trace has expired. Record sets are on the Pro plan.

What can we give auditors?

On the Standard and Pro plans you can generate PDF reports for any period, such as a monthly health report or an exceptions log. Pro adds record sets, which keep every decision as a searchable row for up to 25 months and can be exported as CSV, plus reports emailed on a schedule. Every report and export is fingerprinted, so anyone can check a copy is genuine.

How does someone check a report is genuine?

Every report and export is fingerprinted when it’s made. Anyone can drop a copy - the PDF, or a CSV or trace file issued with it - onto Recount’s public verify page. It’s checked in their browser and never uploaded, and the page says whether it’s the exact file that was issued, unchanged, along with which team issued it and when. No account is needed, it works on any plan, and it keeps working after a report is deleted or expires.

How long are reports kept?

On Standard, for 90 days or a year. On Pro, for up to 7 years or indefinitely. A report never changes once it’s made: regenerating one makes a new report and both stay listed.

Your software already makes the decisions.Now it can explain them.

Free to start. No credit card required.