Products / Fee Audit Tool

Know what every matter has really cost, line by line.

Fee Audit Tool reads years of legal, actuarial and consulting invoices and totals spend by vendor, category and period. Every figure links back to the invoice line it came from.

Fund administratorsFinance committeesTrustees

Illustrative example. Fictional firms and figures.

Who it’s for

  • Fund administrators
  • Trustees and finance committees
  • Plan sponsors

When a trustee asks how much was spent on something, and the answer is buried in two years of invoices.

The problem

Your accounting system sees totals, not line items.

What it does

Every line item, from every firm, over time.

01

Reads every line item

Across every invoice from every firm, not just the totals.

02

Groups spend automatically

Categories such as meetings, research or drafting are found for you, and you can add your own.

03

Answers custom questions

Ask about one matter or activity, and every matching line is pulled.

04

Traces every number

Each total links back to the invoices and periods behind it.

What you get

Outcomes your team and your board can see.

Oversight beyond accounting

Line-item spend, not invoice totals.

Matters you can track

See what a matter has cost so far, by firm and by period.

Trustee-ready answers

A cited summary in minutes, not a spreadsheet project.

How it works

Three steps. One checkpoint.

Step 1

Upload

Upload your professional services invoices.

Step 2

SyncroDoc reads and cites

Every line is read, grouped and cited, and every dollar is counted once.

Step 3

Your team decides

Your team verifies the lines and reports to the trustees.

How the platform works →
Nothing files automatically Every figure cites its invoice line Single-tenant, never used for training Security and vendor review →

Part of the SyncroDoc suite

Turn on more when you need them.

All products →

See Fee Audit Tool on your own invoices.

Bring a year of invoices and one question from your trustees. We will show you the answer, line by line.

Request access