What We Offer - KredaVento

Our Services

Complete documentation organization from scattered records to bank-ready folders.

Receipt Collection & Organization

We gather all transaction receipts regardless of storage location. Boxes, drawers, folders—we collect everything. Each receipt gets cataloged by date, amount, and category. Duplicates identified and removed. Missing receipts documented. The result: complete transaction history organized chronologically.

Handwritten Ledger Digitization

Manual notebooks become searchable spreadsheets. We transcribe every entry accurately, preserving the original information while adding digital accessibility. Calculations verified. Totals checked. Errors corrected where obvious. The handwritten history transforms into data banks can analyze efficiently.

Monthly Cash Flow Summaries

We create simple monthly summaries showing money in and money out. Income sources listed separately. Expenses categorized logically. Running balances calculated. These summaries reveal business patterns banks look for: seasonality, growth trends, expense management, and revenue consistency.

Structured Folder Organization

Everything organized in logical folders ready for bank submission. Physical documents in labeled binders. Digital files in clearly named folders. Index sheets listing contents. Supporting documentation cross-referenced. Banks receive complete packages requiring no additional explanation or clarification.

Mobile Money Transaction Compilation

Mobile money statements often contain crucial business transactions. We request, receive, and organize these records alongside traditional documentation. Each transaction categorized as business or personal. Business transactions integrated into cash flow summaries. Complete picture of business financial activity emerges.

Invoice & Payment Documentation

Customer invoices and payment records get organized systematically. Outstanding receivables identified. Payment patterns documented. Credit terms tracked. This shows banks how the business manages customer relationships and collects revenue—critical factors in loan evaluation.

Neatly organized financial folders and binders with labeled tabs

The Organization Process

Our process follows a systematic approach developed through experience with diverse Ghanaian businesses.

First, we assess your current record-keeping system. No judgment about organization level—we work with whatever exists. This assessment determines timeline and specific requirements.

Next comes collection. We gather every financial document from your business location. Receipts, notebooks, bank statements, mobile money records, invoices—everything that shows business transactions.

Digitization follows. Our team transcribes handwritten records into spreadsheets. Receipts get scanned and cataloged. Every entry verified for accuracy against source documents.

Organization comes next. We create monthly summaries, categorize expenses, organize documents chronologically, and prepare everything for bank review.

Finally, delivery. You receive organized folders—physical and digital—containing your complete financial history ready for submission to any financial institution.

Professional team members carefully digitizing handwritten financial ledgers

Timeline & Deliverables

Project duration depends on record volume and complexity. Most businesses require two to four weeks for complete organization.

You receive:

Physical binders with organized documents by category and date
Digital folder structure with scanned documents and spreadsheets
Monthly cash flow summaries for the period covered
Transaction category breakdowns showing expense patterns
Index documents listing all included materials
Brief explanation of organization system for bank reference

All materials prepared in formats banks commonly request. No additional formatting or reorganization needed before submission.

What We Do Not Include

Clear boundaries ensure appropriate expectations and service focus.

Audited Financial Statements

We organize existing records but do not prepare formal audited financial statements. This requires professional accountants with specific certifications. Our service prepares the underlying documentation accountants would use if you choose to engage them separately.

Business Projections

We document historical financial activity only. Future projections, growth forecasts, and business plans fall outside our scope. Banks often require these separately—we focus exclusively on organizing what already happened.

Bank Recommendations

We do not recommend specific banks or financial institutions. Our organized documentation works with any bank's requirements. The choice of where to apply for financing remains entirely yours based on your business needs and preferences.

Financial Consulting

We organize records but do not provide financial advice, business consulting, or strategic recommendations. Our expertise lies in documentation organization—presenting your existing financial history clearly and systematically.

Ready to Get Your Records Organized?

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