Income Assessor

Sample data

Financial Discovery — Core · Financials & discovery

Workflow

Description

Rapid first-pass characterization of irregular deposits for support. Use when bank deposits don't match the FA - cash, Venmo, unexplained deposits. Escalates to income analysis when complex.

Next step

OP Disco Review

Financial Discovery — Core

Templates (0)

No templates for this skill.

Reference files (0)

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Where this shows up

Support →

Other skills in Financial Discovery — Core

Cert Of Compliance
Deep Scan
Disco Intake Prep
Disco Organization
Disco QC
Disco Tracker
Discovery Gap
Discovery Router
ED Chart
FA Builder
FA Crosscheck
FA Preliminary
Financial Intake
Financial Prep Orchestrator
OP Disco Review