An Operating Brand of Consulting Opportunity Holdings LLC — Delaware LLC | Dallas, TX | Est. 2016
Financial Intelligence Infrastructure

Three-Layer
Financial Diagnostics Platform

AJA is not a collection of financial tools. It is a structured financial intelligence architecture — three integrated layers that diagnose, normalize, and maintain the integrity of financial statement data for owners, investors, and buyers.

BalanceSheet AI — Phase 1 Live EBITDA Tool — Live AI Financial Infrastructure SaaS + Managed Service Hybrid
Holding Company — Parent Entity Consulting Opportunity Holdings LLC — Delaware LLC | Dallas TX | Est. 2016
Financial Intelligence Workflow

How the Platform Processes Financial Data

Every financial statement submitted to the AJA platform moves through a structured intelligence workflow — from raw document to structured, validated, decision-ready output. This is the core infrastructure that makes AJA a platform, not a point solution.

Document Upload
AI Data Extraction
Categorization & Mapping
Discrepancy Detection
Owner Q&A Clarification
Optional Human Review
Structured Financial Output

Proprietary Financial Intelligence Workflow — SaaS self-service or full managed service delivery via COH's U.S. and India delivery team

Platform Architecture

Three Integrated Infrastructure Layers

Each layer addresses a distinct stage in the financial data lifecycle. Together they form a complete, end-to-end financial intelligence architecture — from initial diagnostics through structured output and ongoing integrity monitoring.

Layer 1 — Financial Diagnostics

Identify. Validate. Flag.

Initial financial intelligence extraction and validation

  • BalanceSheet AI ● Phase 1 Live — AI-powered balance sheet review, discrepancy detection, and IRS category validation
  • P&L vs Balance Sheet Cross Validator — Cross-document validation detecting income statement vs balance sheet discrepancies
  • EBITDA Quick Check Calculator ● Live — Rapid EBITDA validation with add-back identification
Launch Free EBITDA Tool →
Layer 2 — Structuring & Normalization

Categorize. Normalize. Structure.

Financial normalization and classification engine

  • IRS Category Mapper — AI-driven expense-to-IRS-category mapping for clean chart-of-accounts alignment
  • Business vs Non-Business Expense Classification — Automated identification and separation of owner-personal vs operational expenses
  • Detailed EBITDA Analyzer — Multi-year EBITDA trend analysis, normalization recommendations, and defensible schedule output
View Financial Services →
Layer 3 — Remediation & Integrity

Correct. Maintain. Monitor.

Hybrid AI + Managed Financial Infrastructure

  • Financial Statement Remediation Service — Flat-fee managed correction, restructuring, and validation of financial statements pre-transaction — human-in-the-loop delivery
  • AI-Assisted Monthly Financial Maintenance — Continuous financial integrity monitoring, categorization surveillance, and anomaly alerting
Discuss Engagement →
Infrastructure Value

Why Financial Infrastructure Matters

The difference between a tool and infrastructure is durability, integration, and compounding value. AJA is designed to deliver measurable business outcomes — not just diagnostic outputs.

Reduces Diligence Friction Structured, pre-validated financial data accelerates buyer review and reduces the back-and-forth that extends deal timelines.
Improves Valuation Readiness Documented EBITDA normalization and clean financial statements directly support defensible valuation multiples.
Enables Recurring Validation Monthly maintenance products maintain financial data accuracy on a continuous basis — not only at major milestones such as financing rounds or ownership transitions.
Builds Historical Financial Records Structured historical financial data creates a validated, comparable three-to-five year record that holds up under institutional scrutiny.
Complete Product Suite

Seven Products. One Coherent Architecture.

Every product operates as a component of the unified financial intelligence stack. See the complete platform documentation at COH's Platform & Products page →

Product Layer Status Description
BalanceSheet AI Diagnostics Phase 1 Live Automated balance sheet review — IRS category mapping, discrepancy detection, investor-grade output. Details ↗
EBITDA Quick Check Diagnostics Live — Free Free EBITDA validation with add-back identification. No signup. Launch →
P&L vs Balance Sheet Cross Validator Diagnostics Planned Cross-document validation detecting discrepancies between income statements and balance sheets.
IRS Category Mapper Normalization Planned AI-driven expense-to-IRS-category mapping for clean chart-of-accounts structuring.
Business vs Non-Business Classifier Normalization Planned Automated identification and separation of owner-personal expenses from operational business expenses.
Detailed EBITDA Analyzer Normalization In Development Multi-year EBITDA trend analysis with normalization recommendations and defensible schedule output.
Financial Statement Remediation Remediation In Development Flat-fee managed service for correcting, restructuring, and validating financial statements — delivered by COH's delivery team.
AI Monthly Financial Maintenance Remediation Planned Continuous financial integrity monitoring — categorization surveillance, anomaly alerting, and ongoing validation.
Intelligence Loop & Data Refinement Model

Infrastructure That Becomes More Refined Over Time

Platform infrastructure compounds in value in ways that individual tools do not. As the AJA platform processes financial data across a broader range of business structures, industries, and statement formats, the underlying frameworks that drive diagnostics and normalization become more precise and more comprehensive. This is not a claim about machine learning — it is a characteristic of any well-structured analytical process that encounters more cases over time.

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Discrepancy Taxonomy

The structured taxonomy of financial statement discrepancy types — organized by category, severity, and diligence impact — expands as new patterns are encountered and documented. A more complete taxonomy means broader and more reliable diagnostic coverage.

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Categorization Logic

Expense categorization rules are continuously reviewed and refined against IRS guidance, accounting standards, and edge cases from real-world platform use. Categorization logic that has been tested against a wider range of inputs is more accurate and more defensible than logic that has not.

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Industry Mapping Frameworks

Financial statement structures vary by industry. Service businesses, retail, manufacturing, and professional services carry different cost profiles, revenue recognition patterns, and normalization requirements. Industry-specific mapping frameworks become more nuanced as the platform encounters more examples within each segment.

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Normalization Process Structure

The financial normalization methodology becomes more formally structured over time — with clearer documentation standards for add-backs, more consistent conventions for owner compensation adjustment, and more defined criteria for non-recurring item classification. Process maturity directly improves output consistency.

This refinement model is one of the structural advantages of building financial intelligence as infrastructure rather than as isolated tools. See the full strategic context: Financial Data Infrastructure Strategy →

Platform FAQ

Common Questions

Why does financial infrastructure matter for business owners?
Structured financial infrastructure reduces diligence friction, improves valuation readiness, enables recurring financial validation, and builds structured historical financial records — making financial data defensible, comparable, and investable. For full-service delivery, see COH's AI Financial Diagnostics service →
What is the difference between financial diagnostics and financial remediation?
Financial diagnostics identifies what is wrong — structural gaps, misclassifications, and discrepancies. Financial remediation corrects those issues, restructures the financial statements, and validates the output against IRS standards and buyer expectations. AJA delivers both as distinct platform layers, with managed service delivery available through COH's consulting team.
Is AJA available as a managed service or only self-service?
Both. AJA tools are available for self-service SaaS use. For clients requiring full-service delivery — including financial statement remediation and monthly maintenance — the platform is delivered as a managed service through COH's U.S. and India delivery team. Contact us to discuss your engagement model.
Ready to Start

Begin with a Free Financial Diagnostic

No signup. No data retention. Run an EBITDA diagnostic in minutes — the starting point for structured financial validation.

Security & Technology Framework

AI Infrastructure

  • OpenAI API
  • Anthropic Claude
  • Secure API Gateway Architecture
  • Encrypted Document Processing
  • Role-Based Access Control
  • Temporary File Processing

Compliance Approach

  • Data Minimization Practices
  • No Resale of Financial Data
  • Client-Controlled Uploads
  • Secure Hosting Infrastructure
  • U.S. & India Operational Compliance

Platform Products

  • BalanceSheet AI — Phase 1 Live
  • EBITDA Diagnostic — Live
  • IRS Category Mapper — Planned
  • P&L Cross Validator — Planned
  • Financial Remediation Service

Holding Company

  • Consulting Opportunity Holdings LLC
  • Delaware LLC | Texas Registered
  • Founded 2016
  • Dallas TX Headquarters
  • India Delivery Center